Chetan Shah
Director Institutional Investment Advisor @Truist
Atlanta, GA, US
EMAILS
c••••••••@truist.com
MOBILE NUMBERS
+12•••••••66
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WORK HISTORY
Apr 2018 — Present
Director Institutional Investment Advisor @Truist
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Investment Advisor within the Foundations and Endowments Specialty Practice at Truist. Truist’s Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations.
EDUCATION
2016 — 2018
Indiana University - Kelley School of Business
Master of Science (MS), Business Analytics
2002 — 2006
Penn State University
Bachelor of Science (B.S.), Finance
2015 — 2017
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.)
SKILLS
Alternative AssetsBloombergStrategyCapital IqEquitiesFixed IncomeHedge FundsPortfolio ManagementAnalyticsValuationEquity ValuationDebt ValuationAlternative InvestmentsFinancial ServicesCreditBankingInvestmentsDerivativesFinancial ModelingBloomberg TerminalReutersInvestment ManagementCapital MarketsDcf ValuationBlack-ScholesFinancial AnalysisPrivate EquityFinanceDue DiligenceFactsetAsset ManagementOption Pricing ModelsPrivate Wealth Analytics
ABOUT CHETAN SHAH
Institutional investment advisor with fifteen years of diversified experience in client…
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