Hey,

I’m Shawn Oliver, a Senior Business Analyst based in Montreal, Canada. I have over a decade and a half of experience in Fintech and asset management. I have a proven track record of taking projects from idea to market success in both software and asset management.

What I do:

• Proud team member at Equisoft serving as the primary analyst for our new innovative tools for wealth management pros including Fund Compare, Fact Sheets and Portfolio Optimizer
• Previously a member of the launch team for Canada’s first Robo Advisor, growing it into a multi-billion-dollar market leader
• Chartered Investment Manager (CIM) and holder of Bachelor of Commerce (Finance w/ distinction) from Concordia University
• Completed the Software Product Management Specialization at the University of Alberta
• Passionate about the markets, tech, and local AI (You should see my electric bill)
• Enjoys cycling in the summer (from road to downhill and everything in between) and snowboarding in the winter
• Bilingual in English and French