As Underwriting Specialist for i2E, Shaun works with the venture advisory group and client companies as they work through the due diligence process. He reviews investment files for thoroughness and funding program compliance. He is responsible for the tracking and file maintenance for ongoing contractual compliance requirements of portfolio companies. He provides extensive administrative support to the Director of Underwriting and the Senior Vice President of the Client Services Group.
Shaun graduated from the University of Oklahoma with a Bachelor of Business Administration Degree, with emphases in Economics and Supply Chain Management. As a Project Leader for developing comprehensive business reports for a variety of companies, he has demonstrated his strong mathematical and analytical skills.
Shaun has previous experience in the local manufacturing industry working in Inventory Control. He has also worked with non-profit adult education services at Moore Norman Technology Center. Shaun also worked in the electronic retail field for several years and helped manage one of the local stores as an Assistant Manager.
