Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Liam Sharpe

Pickering,ON

Summary

Ambitious, detail-oriented second-year student, motivated to apply academic knowledge and hands-on experience in finance. Brings a strong work ethic, excellent organizational skills, and a proactive mindset toward new challenges. Driven by a passion for finance and investments, eager to contribute fresh insights while actively fostering personal and professional growth with a dynamic team.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Reporter

Insight Capital Partners
09.2025 - Current

- Facilitate remote support for weekly financial reporting, ensuring timely delivery of trading reports to clients

Summer Intern

Insight Capital Partners
04.2025 - 08.2025

- Conduct market research using quantitative methods, analyzing volume and momentum indicators to evaluate potential clients.

- Support weekly financial reporting by leveraging Microsoft Power BI and Excel to ensure accurate audits and timely trading report delivery to clients.

- Perform research using Bloomberg on client ADV and share price performance, generating equity reports for both internal sales initiatives and external publication on LinkedIn."

- Evaluate use cases for AI to improve efficiency.

Customer Service Representative

Farm Boy
06.2022 - 09.2024

- Ensured proper stocking, presentation, and quality of fresh fruits and vegetables.

- Managed/reconciled inventory levels to enhance accuracy, minimize waste, and optimize store output.

- Supervised evening closing shifts, facilitating smooth end-of-day operations.

- Trained and mentored new team members to promote skill development.

Education

Bachelor of Commerce - Management Economics & Finance (Coop)

University of Guelph
Guelph, ON
01-2029

Skills

  • Exceptional attention to detail
  • Strong analytical skills
  • Collaborative leadership skills
  • Market analysis
  • Financial reporting
  • Microsoft Excel, Power BI, Word, PowerPoint, SharePoint, Teams, Bloomberg, Canva

Accomplishments

    Great Ethical Dilemma Winner | University of Guelph | 2024

Certification

DELF B2 Diploma | France Education international | 2024

Timeline

Financial Reporter

Insight Capital Partners
09.2025 - Current

Summer Intern

Insight Capital Partners
04.2025 - 08.2025

Customer Service Representative

Farm Boy
06.2022 - 09.2024

Bachelor of Commerce - Management Economics & Finance (Coop)

University of Guelph
Liam Sharpe