Shams Afzal

Shams Afzal brings extensive insight and knowledge to investing in global financial markets having served in various ascending capacities at a Fortune 500 company. His experience ranges from plant controllership of $100 million facility to financial consolidation of a $2 billion global division P&L.

As a key member of the company’s Strategic Planning team, Shams helped craft the Management Discussion & Analysis (MD&A) section seen in 10-k filings of public companies. Shams also brings a unique perspective on risk management and material deficiencies sometimes obscured in public financial statements. His exposure, as an Auditor, to Sarbanes Oxley law and U.S. GAAP application to operations in Russia, China, India, and Western Europe gives him a strong foundation for global risk management for the modern portfolio.

​He is also trained in the Six Sigma discipline and is Green Belt certified, rounding off his skills in business process engineering, critical to internal processes and optimal client service. Shams Afzal is a graduate of The University of Toledo with a degree in Finance and a minor in Business Law. He is married and lives in Perrysburg, Ohio.

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