Shawn Omalley

Background

About Shawn Omalley

Humble. Driven. Curious. Analytically centered and creative thinking financial thinker.I've embraced a diverse skillset designed to augment a range of both technical and critical thinking abilities. I possess an advanced familiarity with Excel following several internships and the completion of technical business classes such as Financial Modeling and Management Information Systems. As a participant in the 2020-2021 CFA Institute Research Challenge, I had the tremendous opportunity to represent Elon University in the CFA's signature stock analysis competition. This enabled me to implement my intrinsic stock analysis capabilities learned from years of self-teaching and investments classes at Elon. Building on this, I passed level 1 of the CFA examination in the top 10th percentile after 300+ hours of studying in November of 2021.As an intern with RMB Capital in summer 2020, I learned the invaluable skills associated with successful financial advisory and wealth management. Through their 6-week mentorship program, I got to see firsthand how RMB Capital's skilled teams of CFAs and CFPs manage client accounts and interactions, in addition to a crash course on their asset investment strategies. I recognize that life's journeys will yield countless obstacles and challenges, but I remain resilient and flexible in times of ambiguity, as I strive to remain open-minded in my pursuits and steadfast in my commitments. I hope you will check out my articles and essays posted on this account as a testament to my writing prowess, global finance savvy, and economic mindset."Being busy does not always mean real work. The object of all work is production or accomplishment and to either of these ends there must be forethought, system, planning, intelligence, and honest purpose, as well as perspiration. Seeming to do is not doing."-Thomas Edison