Shane Lockhart

Background

About Shane Lockhart

Strategic team leader with 10 years of experience overseeing the planning and execution of high-level initiatives for investment banks and wealth management firms. Plans every aspect of a project by identifying opportunities, developing detailed roadmaps, managing resources, and forecasting expenses. Ensures successful execution by identifying and mitigating risks, collaborating with business, technology, finance, legal and risk stakeholders, and providing comprehensive reporting to executive leadership. Financial services expert with CFA designation and extensive knowledge of investment securities, markets and clients. Adept at distilling complex financial data on an immense scale by developing innovative financial models to derive valuations, forecasts and actionable conclusions. Comprehensive knowledge of institutional and family office clients. Direct experience with alternative investments, treasury securities and distressed debt. Technology accelerator with direct knowledge of software development for financial services companies and hands-on experience with advanced tools for data analytics, robotic process automation and AI. Familiar with SDLC, Jira, Python, Tableau, Power BI, Dataiku, Alteryx, UiPath, and ChatGPT