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Manshi Shah

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Manshi Shah

Manager | BMO Wealth Management - U.S.

Greater Chicago Area United States, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Manshi Shah

Work Experience

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Manager at

GUESS?, Inc.

March 2008 - December 2010

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relationship banker at

JPMorganChase

December 2010 - April 2014

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Financial Advisor/ Investment Specialist at

PNC

August 2014 - December 2014

💼

Internal Wholesaler, Northeast and Southeast Regions at

Keeley funds

December 2014 - January 2016

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Financial Advisor/ Business Development Associate at

Merrill Lynch

July 2016 - April 2017

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Internal Consultant at

BMO Global Asset Management

April 2017 - September 2021

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Vice President, SR. Premier Banker at

BMO

September 2021 - September 2022

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Private Wealth Advisor, Vice President at

BMO Wealth Management - U.S.

September 2022 - Present

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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

mail

*****@guess.com

***********@bmo.com

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