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Manshi Shah
Manshi Shah
Manager | BMO Wealth Management - U.S.
Greater Chicago Area United States, United States
Manshi Shah
Summary
Manshi Shah is a seasoned Private Wealth Advisor and Vice President at BMO Wealth Management, specializing in addressing complex financial needs for clients in the Greater Chicago Area. With a diverse background in finance, she has held various roles including Financial Advisor and Internal Consultant at notable firms such as PNC and Merrill Lynch. Manshi's expertise is complemented by her involvement in the BMO DEI Council, where she serves as Events Chair for the Asian Coalition. Her educational background includes a Project Management degree from DeVry University and CIMA candidacy from the University of Chicago Booth School of Business. Fluent in English, Gujarati, and Hindi, Manshi brings a multicultural perspective to her professional endeavors. She is passionate about fostering inclusive financial solutions and is committed to continuous professional development.
Manshi Shah
Work Experience
Manager at
GUESS?, Inc.
March 2008 - December 2010
relationship banker at
JPMorganChase
December 2010 - April 2014
Financial Advisor/ Investment Specialist at
PNC
August 2014 - December 2014
Internal Wholesaler, Northeast and Southeast Regions at
Keeley funds
December 2014 - January 2016
Financial Advisor/ Business Development Associate at
Merrill Lynch
July 2016 - April 2017
Internal Consultant at
BMO Global Asset Management
April 2017 - September 2021
Vice President, SR. Premier Banker at
BMO
September 2021 - September 2022
Private Wealth Advisor, Vice President at
BMO Wealth Management - U.S.
September 2022 - Present
Manshi Shah
Education
University of Chicago Booth School of Business, CIMA Candiate
January 2021 - January 2022
DeVry University, Project Manangment
January 2007 - January 2013
Frequently Asked Questions about Manshi Shah
What is Manshi Shah email address?
Manshi Shah's primary email address is *****@guess.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Manshi Shah work for?
Manshi Shah is a Manager at BMO Wealth Management - U.S..
Where Manshi Shah graduated from?
Manshi Shah holds a degree in null from University of Chicago Booth School of Business.
How can I directly contact Manshi Shah?
To contact Manshi Shah directly, you can use the email address *****@guess.com. Complete contact information is available upon registration with Muraena.
Who is Manshi Shah?
Manshi Shah is a seasoned Private Wealth Advisor and Vice President at BMO Wealth Management, specializing in addressing complex financial needs for clients in the Greater Chicago Area. With a diverse background in finance, she has held various roles including Financial Advisor and Internal Consultant at notable firms such as PNC and Merrill Lynch. Manshi's expertise is complemented by her involvement in the BMO DEI Council, where she serves as Events Chair for the Asian Coalition. Her educational background includes a Project Management degree from DeVry University and CIMA candidacy from the University of Chicago Booth School of Business. Fluent in English, Gujarati, and Hindi, Manshi brings a multicultural perspective to her professional endeavors. She is passionate about fostering inclusive financial solutions and is committed to continuous professional development.
Manshi`s contact details
*****@guess.com
***********@bmo.com
Colleagues
Rotational Credit Analyst
Private Client Manager/Vice President
Associate Banker
Vice President Private Banking
Marketing Director
VP, Principal Operations Officer
Customer Service Representative & Supervisor
Various Positions
Business Banker/Support manager
Vice President & Sr Private Banker