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About
Shannon Mohammed is an Investment Associate at Waterloo Capital Advisors, based in Port of Spain, Trinidad and Tobago. In this role, she supports the firm’s investment management activities, contributing research, analysis, and transaction execution as part of a small team serving regional and international clients.
Her expertise spans multiple areas, with a particular focus on financial due diligence, portfolio analysis, and supporting investments across sectors such as corporate finance and possibly real estate, aligning with the firm’s advisory offerings. Shannon plays a key part in evaluating new opportunities and helping manage investments within the firm’s target asset classes.
Shannon holds a Bachelor’s degree in Accounting from the University of the West Indies, St. Augustine Campus, providing a strong analytical foundation for her investment career. Her educational background in accounting bolsters her capabilities in financial modeling and assessment, contributing significantly to Waterloo Capital Advisors’ reputation in the Trinidad and Tobago investment landscape.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Waterloo Capital Advisors | Investment Associate | Unknown to Present | — |
Education
University of the West Indies, St. Augustine Campus
Bachelor's degree, Accounting
2019 — 2022
Others at Waterloo Capital, L.P. (3)
| Name | Role | Location |
|---|---|---|
| Investment Associate | Trinidad and Tobago | |
| Managing Director | Port of Spain, Trinidad and Tobago | |
| Investment Analyst | Chaguanas, Trinidad and Tobago |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Director of Research | Worm Capital, LLC | United States |