Bhumi Shah Email & Phone Number

Senior Wealth Advisor @ Vanguard

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Bhumi Shah Location

Phoenixville, PA, US

Bhumi Shah Work

2025 - now Senior Wealth Advisor @ Vanguard
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2021 - 2025 Senior Financial Advisor @ Vanguard
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2017 - 2021 Financial Advisor @ Vanguard
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2017 - 2017 Financial Advisor @ Blair Wealth Management
2015 - 2016 Portfolio Manager and Financial Planner @ Meyer Capital Group
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2013 - 2015 Masters in Financial Services @ Kinney Center for Autism Education and Support
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2011 - 2012 Manager @ Kotak Mahindra Bank
2008 - 2011 Trader @ Kotak Neo
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2005 - 2008 Sales Co-ordinator and Product Executive @ Zandu Pharmaceuticals Works Limited

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Bhumi Shah Education

Saint Joseph's University
Masters in Financial Services (Financial Planning and Wealth Management)
2013 - 2015
Welingkar Institute of Management
Post Graduation in Financial Management (Finance)
2008 - 2010
Naranlala College Of Commerce And Management
Bachelor of Business Administration - BBA (Marketing)

Bhumi Shah Skills

Leadership
Financial Advisory
Banking

Retirement Planning
Financial Planning
Portfolio Management
Derivatives
Investments
Financial Risk
Commodity and Currency Derivatives

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Bhumi Shah Summary

Bhumi Shah, based in Phoenixville, PA, US, is currently a Senior Wealth Advisor at Vanguard. Bhumi Shah brings experience from previous roles at Vanguard, Blair Wealth Management and Meyer Capital Group. Bhumi Shah holds a 2013 - 2015 Masters in Financial Services in Financial Planning and Wealth Management @ Saint Joseph's University. With a robust skill set that includes Leadership, Financial Advisory, Banking, Retirement Planning, Financial Planning and more. Bhumi Shah has 2 emails and 1 mobile phone numbers on RocketReach.

Bhumi Shah Emails

Found 2 emails

Bhumi Shah Phone Numbers

Found 3 phone numbers

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Bhumi Shah

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- gmail.com
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Bhumi Shah

Senior Wealth Advisor at Vanguard

Phoenixville, PA, US
2
- vanguard.com
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- +1 856-985-XXXX
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