肖恩·罗宾逊,CFA, 金融专家 in New York, NY, United States
肖恩 is 可用 租用
雇佣 肖恩

肖恩·罗宾逊,CFA

验证专家  in 金融

金融专家

位置
New York, NY, United States
至今成员总数
2018年12月12日

An MBA and CFA Charterholder, 肖恩 has led the 投资分析 and deal structuring of co-branded partnership deals, 战略联盟, new products and ventures at 美国运通. He has 10 years of financial services experience and has led teams based in New York, 伦敦, 悉尼, 和牙买加. He enjoys freelancing because it allows him to work on challenging projects that keep him sharp and drive meaningful results for clients.

职业生涯突出

股票分析师
Stocks and Securities Limited

教育强调

Certification Highlights

工作经验

Director - B2B 策略

2016年至今
美国运通
  • Developed the economic model, 定价策略, 投资分析, 5-year financial outlook, and deal execution strategy for the launch of a new B2B payments strategic initiative aimed at driving $1 billion of incremental revenue.
  • Led the structuring of over $13 billion worth of deals aimed at providing global corporate clients with payment, working capital optimization, and foreign exchange management solutions.
  • Led the opportunity sizing, 市场分析, and the 定价策略 for the creation of Amex’s first receivables financing solution in the Commercial Payments business.
  • Designed and led cross-functional “test and learn” commercial sprints aimed at continuously evolving our deal execution strategy based on win rates, client feedback and changes in the economic climate.
  • Successfully led the structuring of Amex’s partnership with Amazon Business which was signed in Q2 2018.
Focus areas: 金融建模, Price Analysis, 策略, Corporate 金融

Manager - Corporate 金融

2012 - 2016
美国运通
  • Earned top rating in the 2013 and 2015 year-end performance evaluations, and the 金融 Excellence Award in 2014.
  • Led the business case development and 投资分析 for the creation and launch of 美国运通 Loans, Amex’s first unsecured, installment lending fintech product in the consumer business.
  • Led the restructuring of 美国运通’ Co-Brand agreement with Morgan Stanley that generated a 35% increase pre-tax income.
  • Led the business case, value proposition development, and 投资分析 for creation and launch of the Plenti Credit Card.
  • Led the 投资分析 of two potential product launches with Ameriprise expected to generate a 60% increase in loan receivables.
  • Led the 投资分析 for Global Corporate Payment’s (GCP) largest investment of 2013, aimed at driving $6 billion of incremental customer spending on our B2B products.
Focus areas: Personal 金融, 策略, Corporate 金融

股票分析师

2008 - 2010
Stocks and Securities Limited
  • Analyzed financial statements, created financial models, led 投资分析 and produced equity reports and investment recommendations for use by institutional clients.
  • Led investor presentations and stock pitches that helped to generate the trading activity that earned SSL the title of #1 Stockbroker of 2009 by both number of trades, 贸易额, as awarded by the Jamaica Stock Exchange.
  • Contributed insights about market developments, trends and investment strategies to The Business Observer, Jamaica's leading financial newspaper.
  • Provided commentary on financial market news and investment strategies as an expert correspondent on the radio twice a week for 101FM’s business segment.
Focus areas: Investment Thesis, 投资简报, 财务报表, 金融建模, 股权融资, 股票估值, 股票研究
2010 - 2012

Master of Business Administration (MBA) Degree in 金融

Manchester Business School - Manchester, UK

SEPTEMBER 2017 - PRESENT

哈佛大学 & 美国运通 Certificate of Leadership

哈佛大学 Business School

OCTOBER 2015 - PRESENT

Chartered Financial Analyst (CFA)

CFA协会

Collaboration That Works

How to Work with Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

分享你的需求

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

选择你的才能

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

开始招聘