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Monty Joshi Cfa Cfp
Monty Joshi Cfa Cfp
VP, Finance and Strategy | MerQube
Palo Alto, California, United States
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.
Monty Joshi Cfa Cfp
Work Experience
VP, Finance and Strategy at
MerQube
January 2023 - Present
Head of Public Investments at
Loggerhead Compound Financial LLC
August 2020 - January 2023
Chief Investment Officer (formerly COO & PM) at
Optimal Asset Management, Inc
July 2013 - December 2020
Founder at
Concordance Consulting
October 2011 - January 2018
Director of Customer Experience at
VALENCE ENERGY
October 2008 - February 2012
Investment Consultant at
Alan Biller and Associates
January 2006 - October 2008
VP, Finance & Operations at
Omni Pros Ltd
September 2002 - July 2006
General Partner at
The Prospero Fund
January 2000 - January 2002
Equity Options Trader at
TRENT HULL
January 1997 - January 1998
Research associate at
Board Of Trade Clearing
January 1993 - January 1997
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
*****@merqube.com
Colleagues
Chief Commercial Officer (CCO)
Vice President of Platform Engineering
Co-Founder and CEO
Co-Founder and COO
Vice President Research
Vice President Engineering Support