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Monty Joshi Cfa Cfp

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Monty Joshi Cfa Cfp

VP, Finance and Strategy | MerQube

Palo Alto, California, United States

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Monty Joshi Cfa Cfp

Summary

Monty Joshi is a seasoned finance professional with a robust background in investment management and strategic planning. Currently serving as VP of Finance & Strategy at Merqube, he excels in optimizing portfolio performance and aligning financial strategies with client objectives. With a Master's degree from UC Berkeley and a Bachelor's in Economics from the University of Chicago, Monty combines academic prowess with over two decades of practical experience in various financial roles. His expertise spans asset management, corporate finance, and strategic partnerships, making him a valuable asset in the financial landscape. Monty is not only detail-oriented but also possesses exceptional communication skills that enhance client relationships and drive business development. His entrepreneurial spirit is evident from his experience advising startups, showcasing his versatility in both corporate and consulting environments. Passionate about innovation in finance, he is committed to leveraging technology for improved investment strategies.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Monty Joshi Cfa Cfp

Work Experience

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VP, Finance and Strategy at

MerQube

January 2023 - Present

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Head of Public Investments at

Loggerhead Compound Financial LLC

August 2020 - January 2023

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Chief Investment Officer (formerly COO & PM) at

Optimal Asset Management, Inc

July 2013 - December 2020

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Founder at

Concordance Consulting

October 2011 - January 2018

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Director of Customer Experience at

VALENCE ENERGY

October 2008 - February 2012

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Investment Consultant at

Alan Biller and Associates

January 2006 - October 2008

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VP, Finance & Operations at

Omni Pros Ltd

September 2002 - July 2006

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General Partner at

The Prospero Fund

January 2000 - January 2002

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Equity Options Trader at

TRENT HULL

January 1997 - January 1998

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Research associate at

Board Of Trade Clearing

January 1993 - January 1997

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Monty Joshi Cfa Cfp

Education

University of California, Berkeley - Walter A. Haas School of Business, Masters

January 1998 - January 2000

University of Chicago, Bs

January 1989 - January 1993

Henry Clay High school

January 1986 - January 1989

Frequently Asked Questions about Monty Joshi Cfa Cfp

What is Monty Joshi Cfa Cfp email address?

Monty Joshi Cfa Cfp's primary email address is *****@merqube.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Monty Joshi Cfa Cfp work for?

Monty Joshi Cfa Cfp is a VP, Finance and Strategy at MerQube.

Where Monty Joshi Cfa Cfp graduated from?

Monty Joshi Cfa Cfp holds a degree in Business Administration from University of California, Berkeley - Walter A. Haas School of Business.

How can I directly contact Monty Joshi Cfa Cfp?

To contact Monty Joshi Cfa Cfp directly, you can use the email address *****@merqube.com. Complete contact information is available upon registration with Muraena.

Who is Monty Joshi Cfa Cfp?

Monty Joshi is a seasoned finance professional with a robust background in investment management and strategic planning. Currently serving as VP of Finance & Strategy at Merqube, he excels in optimizing portfolio performance and aligning financial strategies with client objectives. With a Master's degree from UC Berkeley and a Bachelor's in Economics from the University of Chicago, Monty combines academic prowess with over two decades of practical experience in various financial roles. His expertise spans asset management, corporate finance, and strategic partnerships, making him a valuable asset in the financial landscape. Monty is not only detail-oriented but also possesses exceptional communication skills that enhance client relationships and drive business development. His entrepreneurial spirit is evident from his experience advising startups, showcasing his versatility in both corporate and consulting environments. Passionate about innovation in finance, he is committed to leveraging technology for improved investment strategies.

Monty`s contact details

mail

*****@merqube.com

Colleagues

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Roby Muntoni

Chief Commercial Officer (CCO)

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Kireet Reddy

Vice President of Platform Engineering

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Vinit Srivastava

Co-Founder and CEO

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Keith Loggie

Co-Founder and COO

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Uday Goel Cfa

Vice President Research

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Albert Alvarez

Vice President Engineering Support

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