Shan (Alice) C. has over a decade of experience in public finance investment banking, currently serving at Stifel Financial Corp. since March 2015, following a tenure at Terminus Securities, LLC from September 2011 to March 2015. Expertise includes providing quantitative and analytical support for municipal bond transactions exceeding $1.4 billion in the Southeast, preparing financial analysis presentations, and identifying restructuring opportunities for municipal clients. Shan also has experience as an Investment Research Intern at Fareed Wealth Management, where analytical skills were utilized to assess alternative investment strategies and develop portfolio risk profiles. Education includes a Master's degree in Finance from Vanderbilt University and a Bachelor's degree in Economics and Finance from The University of Hong Kong.
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