Mohna Shah Email & Phone Number
Regulatory Specialist @ ETF Architect
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Mohna Shah Location
- Seattle, WA, US
Mohna Shah Work
- Regulatory Specialist @ (August 2025 - Present)
- Senior Compliance Officer @ (June 2024 - January 2025)
- Director of Operations @ Motley Fool Wealth Management (December 2014 - December 2022)
- Vice President of Performance @ (March 2012 - November 2014)
Mohna Shah Education
- Emory University
Bachelor's degree (Economics)
- Texas McCombs School of Business
Master's degree (Accounting)
Mohna Shah Skills
- Alternative Investments
- Analytical Skills
- Asset Management
- Budget Monitoring
- Business Process Improvement
- Business Relationship Management
- Certified Public Accounting
- Communication
- Consensus Building
- Derivatives
- Diversity & Inclusion
- Due Diligence
- ETFs
- Equities
- Financial Analysis
- Internal Controls
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Management
- Microsoft Excel
- Mutual Funds
- Operations Management
- Performance Reporting
- Portfolio Management
- Project Management
- Regulatory Standards
- Relationship Building
- Reporting & Analysis
- Risk Management
- Scalability
- Securities
- Separately Managed Accounts
- Series 7
- Strategic Partnerships
- Team Management
- Valuation
- Wealth Management
Mohna Shah Summary
- Mohna Shah, based in Seattle, WA, US, is currently a Regulatory Specialist at ETF Architect. Mohna Shah brings experience from previous roles at Ellevest, Motley Fool Wealth Management and Guggenheim Partners. Mohna Shah holds a Bachelor's degree in Economics @ Emory University. With a robust skill set that includes Alternative Investments, Analytical Skills, Asset Management, Budget Monitoring, Business Process Improvement and more. Mohna Shah has 3 emails and 1 mobile phone numbers on RocketReach.
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