Karan Kapoor

About Karan Kapoor

I am a business strategy and transformation professional with over 12 years of experience in Consumer and Commercial Banking across markets including the U.S, Asia, and the Middle East. My work focuses on shaping enterprise strategies, improving operational efficiency, leading business and operational integrations/divestitures, and solving complex client challenges that drive measurable impact and cost optimization.Throughout my career, I have delivered large-scale programs and projects by combining strategic planning with hands-on execution. I have partnered closely with executive stakeholders to provide clear, actionable reporting and insights that support informed decision-making. My recent focus includes AI-enabled transformation and designing processes that unlock long-term value.I thrive in collaborative environments and enjoy solving complex challenges that require both analytical thinking and a human-centered approach.

Experience

1. Lead Strategy & Planning Consultant

   Wells Fargo

   Feb 2026 — Present · Charlotte, NC, US

Education

• Welingkar Institute of Management

  Master of Business Administration (M.B.A.), Finance and Financial Management Services

  2013 — 2015

• Mithibai College of Arts Chauhan Institute of Science and Amrutben Jivanlal College of Commerce and Economics

  Undergraduate Degree, Commerce

  2006 — 2008

• L.S Raheja College of Arts & Commerce

  Bachelor's Degree, Bachelor Of Management Studies

  2008 — 2011

• Yashodham High School

  High School

  1996 — 2006

Skills

• Teamwork
• Risk Management
• Team Management
• Market Research
• Tax
• Strategic Planning
• Business Strategy
• Microsoft Excel
• Powerpoint
• Business Analysis
• Leadership
• Analysis
• Microsoft Office
• Business Development
• Management
• Transfer Pricing Analysis
• Transfer Pricing
• Internal Audit
• Microsoft Word
• Analytical Skills
• Research
• Financial Analysis
• Consulting
• Public Speaking
• Investments