Kunal Shah Email & Phone Number
VP, Capital Markets Execution @ Upgrade, Inc.
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Kunal Shah Location
- San Francisco, CA, US
Kunal Shah Work
- 2025 -now VP, Capital Markets Execution @
- 2024 -2025 Head of Capital Markets Execution @
- 2023 -2024 Sr. Director, Capital Markets @
- 2023 -2023 Treasury, Payments and Capital Markets @
- 2019 -2023 Sr. Director, Financial Operations @
- 2021 -2022 Mentor @
- 2021 -2021 Advisor @
- 2020 -2021 Advisor @
- 2018 -2019 Senior Finance Associate @
- 2016 -2017 Portfolio Analyst @
- 2014 -2015 Financial Analyst @
- 2012 -2014 Account Manager @ Punam Enterprise
Kunal Shah Education
- Campbellsville University
Master of Science - MS (Computer/Information Technology Administration and Management)
2017-2019 - Hult International Business School
Master's degree, Finance, General
2016-2017 - Ahmedabad University
Bachelor’s Degree (Accounting and Finance)
2011-2014
Kunal Shah Skills
- Finance
- Portfolio Management
- Financial Planning
- Capital Markets
- Strategic Financial Planning
- Loans
- Investment Banking
- Financial Analysis
- Asset Management
- Investment Strategies
- International Business
- Strategic Planning
- Strategy
- Corporate Finance
- Project Management
- Business Strategy
- Social Media
- Business Development
- Equities
- Forecasting
- Leadership
- Financial Advisory
- Deals
- Sales Force Development
- PowerPoint
- Banking
- Team Building
- SAP
- Public Speaking
- Accounting
- Planning
- Business plan
- Financial Data
- Structures
- Retirement Planning
- Windows
- Sales
- Operating Systems
- DOS
- Investments
- Relationship Management
- Bloomberg
- Communication
- Team Management
- Team Leadership
- Crowdfunding
- Financial Services
- Deposits
- Wealth Management
- Life Insurance
- Mutual Funds
- Hyperion
- Financial Accounting
- Balance
- Ownership
- Microsoft Office
- Microsoft Word
- Budgeting
- Risk Analysis
- Stocks
- Microsoft Excel
- Marketing
- Risk Management
- Real Estate
- Analytical Skill
- Paperwork
- Customer Service
- Market Analysis
- Private Equity
- Management
- Teamwork
- Financial Reporting
- Strategic Consulting
- Equity
- Financial Management
- Venture Capital
- Capital
- CRM
- Investment Management
- Keys
- Consumer Lending
- Valuation
- Credit
- Due Diligence
- Contract Negotiation
- Asset Backed Security
- Securitization
- Intellectual Property Valuation
- Company Valuation
Kunal Shah Summary
- Kunal Shah, based in San Francisco, CA, US, is currently a VP, Capital Markets Execution at Upgrade, Inc.. Kunal Shah brings experience from previous roles at Upgrade, Inc. and Uplift Inc.. Kunal Shah holds a 2017 - 2019 Master of Science - MS in Computer/Information Technology Administration and Management @ Campbellsville University. With a robust skill set that includes Finance, Portfolio Management, Financial Planning, Capital Markets, Strategic Financial Planning and more. Kunal Shah has 2 emails and 2 mobile phone numbers on RocketReach.
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