Stephanie Shellman

Stephanie Shellman

Vice President

location of Stephanie ShellmanMontevideo, Montevideo, Uruguay

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  • Timeline

  • About me

    Founder Shellman Wealth, docente y autor

  • Education

    • Wellesley College

      1976 - 1981
      BA Spanish Literature

      Activities and Societies: Durant Scholar Studied Spanish

    • Universidad de Montevideo

      2006 - 2008
      Masters Finance

      Finance

  • Experience

    • Bank of Boston

      Jan 1982 - Jan 1990
      Vice President

      I was a commercial lending officer responsible of reverse multinational clients, non us companies operating in the US

    • ING

      Jan 1992 - Jan 2002
      Head Of Retail Banking Uruguay

      I was initially responsible for Risk Management and during the last three years I was in charge of the personal banking area including retail lending, local private banking and the branch network

    • Banco Central del Uruguay

      Jan 2003 - Jan 2008
      External Consultant

      I worked as the project leader for the Superintendent of Banks in Uruguay to redesign the supervisory processes to a Risk Based approach.

    • Shellman Wealth

      Mar 2003 - now
      Director

      Shellman Wealth is an Registered Investment advisor in Uruguay.

    • Universidad de Montevideo

      Jan 2006 - Dec 2015

      I developed the international business undergraduate degree program, including the curriculum, professor coordination and student academic counseling. I developed and ran the largest program for Investment Advisors in Uruguay.

      • Directora Licenciatura Negocios Internacionales

        Jan 2011 - Dec 2015
      • Coordinadora de Area de Inversiones

        Jan 2006 - Dec 2013
    • Mi dinero mi problema

      Nov 2017 - now
      Author and Teacher
  • Licenses & Certifications

    • How to Create a Perfect Elevator Pitch

      LinkedIn
      Jun 2019
      View certificate certificate
    • CFA Charterholder

      CFA Institute
      Aug 2010
    • Certified Alternative Investment Analyst

      CAIA Association
      Apr 2014
    • CAIA Charterholder

      CAIA Association
      Nov 2014
      View certificate certificate
    • Coaching for Results

      LinkedIn
      May 2019
      View certificate certificate
    • FRM Charter

      Global Association of Risk Professionals (GARP)
      Jan 2011
  • Honors & Awards

    • Awarded to Stephanie Shellman
      Wellesley College Durant Scholar May 1982