Profile
David Jacob Shamis is currently Head-Investor Relations at XBP Global Holdings, Inc. since 2024.
Formerly, worked as an Analyst at Johnson & Johnson in 2006, an Analyst at Citigroup Global Markets, Inc. (Broker) in 2012, an Analyst at Wesley Capital Management LLC, a Senior Associate at Jefferies LLC from 2012 to 2014, an Equity Analyst at Proprietary Capital LLC from 2018 to 2022, and a Senior Financial Analyst at Unilever Technology Ventures in 2007.
Education includes an undergraduate degree from Rutgers State University of New Jersey, conferred in 2004.
David Shamis active positions
| Companies | Position | Start |
|---|---|---|
| XBP GLOBAL HOLDINGS, INC. | Investor Relations Contact | 01/04/2024 |
Former positions of David Shamis
| Companies | Position | End |
|---|---|---|
Proprietary Capital LLC
Proprietary Capital LLC Investment ManagersFinance Proprietary Capital focuses primarily on investments in: (i) mortgage and housing-related securities, their derivatives and other financial instruments linked to the mortgage and housing market; and (ii) federally guaranteed or insured loans. The firm seeks to help improve their clients' ability to balance their exposure to changes in US interest rates. | Analyst-Equity | 01/12/2022 |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/04/2014 |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/07/2012 |
Unilever Technology Ventures
Unilever Technology Ventures Investment ManagersFinance Unilever Technology Ventures invests in technology related venture funds and early-stage companies which may benefit their parent company. They focus on the life sciences, materials science, clean technology and consumer-oriented technologies sectors in the US and Europe. The firm targets companies with less than 100 employees and a pre-money valuation below $100 million and preferably between $5 million and $20 million. They will invest up to $5 million in a fund and up to $2.5 million in an individual company. Unilever Technology Ventures typically takes a minority stake in their investments. The firm seeks to co-lead investments and to take an observer seat on their portfolio companies' boards of directors. | Corporate Officer/Principal | 31/07/2007 |
| JOHNSON & JOHNSON | Corporate Officer/Principal | 31/01/2006 |
Training of David Shamis
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Johnson & Johnson
Johnson & Johnson Pharmaceuticals: MajorHealth Technology Operates as an investment holding company with interests in health care products | Health Technology |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wesley Capital Management LLC
Wesley Capital Management LLC Investment ManagersFinance Wesley Capital invests long/short primarily in small-cap real estate securities. They are a GARP investor, primarily in US stocks. They maintain a high turnover | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Proprietary Capital LLC
Proprietary Capital LLC Investment ManagersFinance Proprietary Capital focuses primarily on investments in: (i) mortgage and housing-related securities, their derivatives and other financial instruments linked to the mortgage and housing market; and (ii) federally guaranteed or insured loans. The firm seeks to help improve their clients' ability to balance their exposure to changes in US interest rates. | Finance |
Rutgers State University of New Jersey
Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Unilever Technology Ventures
Unilever Technology Ventures Investment ManagersFinance Unilever Technology Ventures invests in technology related venture funds and early-stage companies which may benefit their parent company. They focus on the life sciences, materials science, clean technology and consumer-oriented technologies sectors in the US and Europe. The firm targets companies with less than 100 employees and a pre-money valuation below $100 million and preferably between $5 million and $20 million. They will invest up to $5 million in a fund and up to $2.5 million in an individual company. Unilever Technology Ventures typically takes a minority stake in their investments. The firm seeks to co-lead investments and to take an observer seat on their portfolio companies' boards of directors. | Finance |
XBP Europe Holdings, Inc.
XBP Europe Holdings, Inc. Financial ConglomeratesFinance Provides integration of bills and payments connecting buyers and suppliers | Finance |
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