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Kunal Shah

Fintech | Capital Markets | Strategy & Execution

Kunal Shah is a Senior Director of Capital Markets Execution at Upgrade, Inc., based in San Francisco, California. He is a seasoned professional in financial technology with expertise in capital raising, operational management, and strategic execution. Shah has a proven track record of scaling businesses and addressing critical issues through collaboration across various functions, including finance, data, product, and engineering. At Upgrade, he has been leading capital markets strategies since July 2023.1

Professional Background

  • Upgrade, Inc.: Senior Director of Capital Markets (July 2023 - Present).
  • Uplift Inc.: Held roles in Treasury, Payments, and Capital Markets (January 2023 - July 2023) and as Senior Director of Financial Operations (July 2019 - March 2023), where he scaled the platform to over $100M in annual revenue.
  • Earnest LLC: Worked as a Senior Finance Associate and Portfolio Analyst from 2016 to 2019.
  • Transcend Consulting: Financial Analyst specializing in wealth management and equity research (2014-2015).

Education

Shah holds:

  • A Bachelor's degree in Accounting and Finance from Ahmedabad University.
  • A Master's degree in Finance from Hult International Business School.
  • A Master of Science in IT Administration and Management from Campbellsville University.1

Skills and Certifications

He is a Certified Financial Planner and has expertise in negotiation, forecasting, team development, and data-driven decision-making. Shah is multilingual with proficiency in English, Hindi, and Gujarati.1

Highlights

Kunal Shah on winning in India, second-order thinking, the ...
Kunal Shah on winning in India, second-order thinking, the ...
Aug 31 · csemag.com
2016 40 Under 40: Kunal Shah, PE, LEED AP, RCDD, 36 | Consulting
Jan 1 · seedtoscale.com
Kunal Shah's Delta 4 theory of successful startups - SeedToScale
Kunal Shah — Davidson Kempner

Related Questions

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What makes Kunal Shah's approach to operational management unique?
Kunal Shah
Kunal Shah, photo 1
Kunal Shah, photo 2
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Location

San Francisco, California, United States