Shawn O'Malley

CEO

Charlottesville, Virginia, United States7 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Experienced in financial data analysis and modeling.
Leadership role in a prominent podcast network.
Strong background in wealth management and financial services.

Stackforce AI infers this person is a Fintech professional with strong analytical and leadership skills.

Contact

Skills

Core Skills

Data AnalysisFinancial Services

Other Skills

Data manipulation through excelProficient in Java and Python coding languagesEffective at representing data using Tableau softwareS&P Capital IQ ProThe S&P Capital IQ PlatformS&P Global Market IntelligenceOrganization SkillsLeadershipInterpersonal SkillsBasic marketing principlesBusinessCommunicationResearchWealth ManagementTeamwork

Experience

7 yrs 6 mos

Total Experience

2 yrs 6 mos

Average Tenure

4 yrs 2 mos

Current Experience

The investor's podcast network

2 roles

President

Promoted

Mar 2026 – Present · 2 mos

Chief Editor, Podcast Host, and Vice President of North American & European Operations

Mar 2022 – Mar 2026 · 4 yrs

S&p global market intelligence

Financial Markets Associate

Jul 2021 – Mar 2022 · 8 mos · Charlottesville, Virginia, United States

Joined the Associate Development Program, in supporting both Capital IQ and Capital Pro platforms to develop data-oriented solutions for financial market participants. Working both in Excel to construct models and in the web platform to aggregate and distill information. Supported primarily investment bankers, institutional investors, commercial bankers, government agencies, and others utilizing S&P’s broad offerings. Operated in a team-based environment to become experts in using S&P’s Market Intelligence products

Elon university

CFA Institute Challenge Participant

Aug 2020 – Feb 2021 · 6 mos · Elon, North Carolina, United States

Representing Elon University, our team placed second in North Carolina for our intrinsic value analysis of Albemarle Corporation

Rmb capital

Wealth Management Intern

Jul 2020 – Aug 2020 · 1 mo · Washington, United States

Wealth and Asset Management Educational Program, Shadowing / Mentorship Program, Specialization for Clients with over $1m in Investable Assets

Cushman & wakefield

Tenant Representation Intern

Jun 2019 – Aug 2019 · 2 mos · Mclean, Virginia

Supported a team of two Senior Brokers and two Associates Brokers . Engaged in pipeline research and identified and vetted over 2,000 potential office spaces within team’s target search requirements. Lease abstraction, building stacking and planning, and accompanied several client properties tours. Proficient in using CoStar database for research, analysis, and report exportation. Constructed a report collecting contact information on over 200 top female business leaders in Northern Virginia to be used for women’s corporate networking initiative

Beta theta pi eta upsilon chapter

Brother of Beta Theta Pi

Sep 2018 – May 2021 · 2 yrs 8 mos · Elon College, North Carolina, United States

Continually involved in various philanthropic activities such as fundraising for NAMI and community volunteering around the greater Burlington area of North Carolina.

Engility corporation

Business Development Intern

May 2018 – Oct 2018 · 5 mos · Chantilly, Virginia

Growth (BD/Capture) Intern for Navy Products Division of Engility Defense and Security Group. Proficient in GovWin IQ and DACIS. Experienced in competitive intelligence research, pipeline management, capabilities analysis, FOIA requests, and new opportunity identification. Experience covers all phases of BD/Capture/Proposal process including gate review development, Black Hats, and Red Teams for FFP and CPFF bids up to $250M.