Shane Morgan
Overview
10
10
years of professional experience
Work History
Client Relations Manager
Outside the Box Capital
04.2023 - Current
- Direct the allocation of $35M+ in marketing budgets across digital advertising, media partnerships, and investor awareness campaigns, with a focus on maximizing ROI and enhancing brand and market visibility for publicly traded clients.
- Serve as a strategic advisor to executive leadership, including close collaboration with Russ Heiser, CEO of FlexShopper, contributing to the successful capital raise of over $20M through targeted investor engagement initiatives.
- Initiated and led a high-profile partnership between Outside the Box Capital and MrBeast, resulting in a viral influencer campaign that directly drove over $18M in funding for a client, LightAI.
- Provide leadership and operational oversight to a team of four, ensuring the efficient delivery of client services, performance management, and strategic execution across all accounts.
- Oversee the planning and execution of comprehensive multi-channel marketing strategies, while serving as the primary point of contact for clients—delivering actionable insights and guidance to strengthen capital markets positioning and elevate brand perception.
Market Analyst
North Equities
07.2022 - 04.2023
- Imported, cleaned, and interpreted large data sets in Microsoft Excel, transforming raw data into actionable insights to inform resource allocation and operational planning.
- Analyzed business performance by identifying trends, patterns, and areas for optimization using statistical software (Stata), directly supporting strategic growth initiatives.
- Advised over 40 SPAC and IPO companies on investor relations, media strategy, and brand positioning to support successful market entry and long-term growth.
- Developed and maintained robust economic models, applying multiple valuation methodologies to validate price targets and support data-driven investment recommendations.
- Prepared clear, data-driven research reports and executive briefs to guide senior leadership and clients in evaluating growth opportunities and refining strategic direction.
Client Reporting Manager
North Equities
02.2022 - 07.2022
- Produced bi-weekly client reports summarizing key macroeconomic trends, market movements, and potential strategic impacts.
- Conducted client onboarding calls, capturing critical details to ensure seamless integration and tailored support for new accounts.
- Managed multi-platform social media presence for North Equities, increasing brand visibility and audience engagement.
- Performed in-depth research on stock performance forecasts and company fundamentals to support client strategy and CRM insights.
- Aggregated data from multiple sources and built comprehensive spreadsheets to uncover optimization opportunities within marketing strategies and campaign performance.
Receiving Associate
The Home Depot
01.2021 - 02.2022
- Managed proper disposal of a variety of hazardous materials and dangerous chemicals.
- Forklift and reach truck operation certified (the youngest associate at The Home Depot Waterloo location with this certification).
- Worked with the Home Depot computer software (C3) to manage truck deliveries.
- Conducted counts and audits of inventories to identify and resolve discrepancies in records.
- Organized storage areas to optimize material movements and minimize labor hours.
Operations Analyst
City of Pickering
04.2018 - 08.2019
- Developed dashboards and reports to track key metrics such as repair turnaround times, equipment utilization rates, and part failure trends.
- Responded to and resolved public concerns related to park conditions, coordinating follow-ups and documenting outcomes for internal records.
- Collaborated with engineers and contractors both on-site and through administrative support to facilitate project planning and execution.
- Contributed to team-based initiatives, successfully completing field and clerical tasks under tight deadlines.
Customer Service Associate
Hudson's Bay Company
09.2015 - 11.2017
- Effectively resolved customer complaints and concerns, turning challenges into opportunities to build loyalty.
- Conducted regular inventory audits to minimize shrinkage and maintain stock accuracy.
- Delivered exceptional customer service by actively listening, identifying customer needs, and providing tailored solutions.
- Supported team members during busy hours and collaborated across departments to ensure a seamless retail operation.
Education
Bachelor of Arts - Economics
Sir Wilfrid Laurier University
Waterloo, ONSkills
- Market and Competitive Analysis
- Time Management
- Public Presentations
- Public Relations Campaigns
- Business Intelligence Data Modeling
- Interpersonal Communication Skills
- Complex Problem-Solving
- Data and Trend Forecasting
- Data Collection Processes
Software Skills
- Stata - A general-purpose statistical software package
- R - A programming language for statistical computing
- Microsoft Office - Including a proficiency in Excel (formulas & macros)
- Google Sheets - Web-based spreadsheet from Google
- ClickUp/Monday - Project management software
Timeline
Client Relations Manager
Outside the Box Capital
04.2023 - Current
Market Analyst
North Equities
07.2022 - 04.2023
Client Reporting Manager
North Equities
02.2022 - 07.2022
Receiving Associate
The Home Depot
01.2021 - 02.2022
Operations Analyst
City of Pickering
04.2018 - 08.2019
Customer Service Associate
Hudson's Bay Company
09.2015 - 11.2017
Bachelor of Arts - Economics
Sir Wilfrid Laurier University
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