Shamla
Naidoo
Experience
****–Present
Executor/Trustee of Virginia Clark Estate
Philanthropy • Director/Founder Simon Foundation
2013–2020
Chief Financial Officer • Alum Cloud
2006–2012
Financial Advisor • Independent Contractor
2006–2012
District Manager - Cash Management/Treasury &
Banking Hall • NedPerm Bank Cape Town South
Africa
1996–2005
Service Manager • Bank One
1995–1996
Bank Operations Officer • Bank of America
1989 to 1994
5 branches – Bank Auditing/Bank Security/Policy and Procedure Control
NedPerm Bank, Cape Town, South Africa
1984 to 1989
Auditing • Security • Cash Management Investment
Advising • Branch Auditing
Allied Bank in Johannesburg (Downtown Sandton &
Dunkeld West), South Africa
1981–1984
Credit Controller • John Orr Co. Sandton
Johannesburg South Africa
1979 – 1981
Teller • Clerk • Switchboard Operator
Allied Bank • Pietermaritzburg South Africa
Contact
3106 Brook Glen Dr
Garland, TX 75044
ad4zb1@r.postjobfree.com
Education
• 2002 Certification for Starting Your Own Business (Southern Methodist University)
• 2001 Acquired Certification in counseling – dealing with people in crisis
• 1991 Bachelors in Business Management - Bank Management Certification
(Standard Charter University, Johannesburg, South Africa)
• 1979: Woodlands High School, Pietermaritzburg
Senior Certificate: graduated high school, PMB, South Africa Achievements
• Trustee – Portfolio Management : Accounting, Banking, Taxes, Planning, Client Projects
– Homes, Medical & Insurances.
• Managed 5 Billion Rand (South African Currency) outgoing and incoming cash flow per day for an extended period.
• Instituted inter-plant & inter-departmental lines of communication via interfacing computer network with overall operating costs of 1 Million Rand.
• Increased bank interest income significantly by excellent cash management.
• Bachelors in Business Management (Standard Charter University)
• One of first women of color to become Bank Branch Manager (in South Africa)
• Acquired certification to do counseling with people in crisis, 2001
• Certification in Starting Your own Business – Southern Methodist University, 2002
• In 1988 : - Made proposal to NedPerm Bank regarding homeless children. To support homing children between 5 & 15 who frequented the area where the bank was located. NedPerm Bank agreed to fund the project. I managed and facilitated the project for Bank with Bruce Duncan Children Home in Cape Town. The project entailed helping the kids get off the streets, organizing meals, clothes, homes, hygiene and health screening.
Experience Accrued
• 1. Operate PABX 10 x 20 lines
• 2. Operate PABX 20 x 100 lines
• 3. Telephone sales
• 4. Advertising
• 5. Cash handling and control
• 6. Auditing and Accounting
• 7. Credit controlling
• 8. Monitoring of banking equipment maintenance and utilization
• 9. Budgeting and cash management
• 10. Liaising with credit clients & setting limits
• 11. Personnel hiring and training
• 12. Supervising of staff
• 13. Counseling and disciplining of staff
• 14. Evaluating branch operation and management
Leadership
Personality – Champion – ENFP:
Creative, Enthusiastic, Friendly and Approachable, Adaptable and a Fast Learner Philosophy – Diversity, Equity, Inclusion, and Belonging In Leadership With:
Philanthropy • Director/Founder Simon Foundation
First Baptist Church Richardson – 8 participants
Park Cities Baptist Church – 12 participants
Chief Financial Officer • Alum Cloud
Collaborated with 5 participants
Financial Advisor • Independent Contractor
Client based work – leadership, coaching and development Customer Service Manager • Bank One
30 + FTE’s and Per Diem
Bank Operations Officer • Bank of America
28 FTEs – Personal Bankers, Drive Thru Tellers, Banking Hall Tellers, and Staff District Manager - NedPerm Bank
5 Branches – Individually - Cash Management & Treasury References
[Available upon request.]