Shane Williams

About Shane Williams

25+ years experience working for large Investment Banks and Management Consulting. Experienced in Capital Markets and Commercial Lending and large transformation projects impacting operations management, internal and financial control, risk management, finance change, data sourcing, IT systems implementations, integrations, migrations and implementations. Experienced in managing operations budgets, management reporting such as key performance and risk indicators. Product experience in commercial lending products, multifamily mortgages, fixed income, commodity and currencies, equity derivatives, capital raising and financing, cash and collateral management, treasury, funds transfer and other transversal operations. Former head of innovation and communication within the Americas operations group. Experienced in training and development, space planning, negotiation and other company off-site events planning. Managed staff, annual reviews and career planning.Goals are to provide excellent client services, counterparty credit risk, operational risk management and control and innovative approaches to business strategy and planning.Specialties: Strong investment banking, and commercial lending experience in operations management.Client relationship, management consulting, program and project management.Business analyst, project management (Basel II and Internal Controls, Loan IQ, Counterparty Credit Risk), system implementation and reporting.Performed financial controls, managed annual budget process, operational risk reporting and KPI metrics for Americas Operations.Loan IQ Subject Matter Expert (SME) project implementation, business analyst, systems operational assessment, training, batch and reports analysis and integration, Unit, SIT, DEV, SIT, E2E, UAT and Conversion. Deep knowledge of Loan IQ database models, data dictionary, tables and front end system.Expertise in innovation transformation within the organization. Worked internationally and hold permit to work in Europe; bilingual in French and English.

Experience

1. Chair of the Advisory Board

   Unc Charlotte School Of Data Science

   Sep 2025 — Present · Charlotte, NC, US

   Manage Board Objectives, chair regular board meetings, provide industry insights, board and sub-committee nominations, conference planning corporate partnerships and fundraising, support curriculum, student advice and mentoring.

Education

• Grenoble Ecole de Management

  MIB, Masters in International Business, International Finance

  1997

• St. John's University, The Peter J. Tobin College of Business

  BSc, Finance

  1991

• WVU John Chambers College of Business and Economics

  Master of Business Administration - MBA, Business Administration and Management, General

  1996

Skills

• Structured Products
• Financial Risk
• Asset Management
• Collateral Management
• Management
• Emerging Markets
• Trading Systems
• Valuation
• Portfolio Management
• Loans
• Market Risk
• Strategy
• Change Management
• Project Management
• Equities
• Financial Markets
• Leadership
• Commodity
• Interest Rate Derivatives
• Trading
• Investment Banking
• Bloomberg
• Securities
• Capital Markets
• Basel Ii
• Operational Risk Management
• Equity Derivatives
• Back Office
• Credit
• Financial Modeling
• Consulting
• Options
• Fixed Income
• Corporate Finance
• Structured Finance
• Banking
• Risk Management
• Swaps
• Derivatives
• Middle Office