Jay Shah
- Role
- Chief Executive Officer at Edelman Financial Engines
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jay Shah
I have over 20 years of executive leadership (CEO, COO, CIO) experience at…
Experience
Chief Executive Officer
Aug 2023 — Present
Edelman Financial Engines (EFE) delivers personalized wealth planning for the everyday investor – from their first paycheck all the way through retirement. For more than 35 years, the company has operated at the nexus of financial services and technology, leveraging the powerful combination of people and digital resources. In this role, I lead all aspects of one of the nation’s top independent wealth planning and workplace investment advisory firms, comprised of approximately 1,500…
Education
UC Santa Barbara
BA, Business Economics, concentration in Accounting
Stanford University Graduate School of Business
Customer-Focused Innovation Program
Skills
- Product Management
- Enterprise Software
- Business Intelligence
- Process Engineering
- Quality Assurance
- Cross-Functional Team Leadership
- Analysis
- Start-Ups
- Vendor Management
- Product Development
- Telecommunications
- Process Improvement
- Business Strategy
- Sdlc
- Entrepreneurship
- Business Process Improvement
- Strategic Planning
- IT Strategy
- Leadership
- Information Technology
- Executive Management
- Project Management
- Business Analysis
- Risk Management
- Business Process Re-Engineering
- Saas
- Cloud Computing
- Operations Management
- Strategy
- Integration
- Program Management
- Software Development
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.