Manshi Shah
Private Wealth Advisor, Vice President @BMO Wealth Management - U.S.
Chicago, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2022 — Present
Private Wealth Advisor, Vice President @BMO Wealth Management - U.S.
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Chicago, IL, US
EDUCATION
2021 — 2022
The University of Chicago Booth School of Business
CIMA Candiate
2007 — 2013
DeVry University
Project Manangment
SKILLS
Lines of CreditFinanceMicrosoft OfficeSalesTeamworkBankingMutual FundsAlternative InvestmentsManagementSecuritiesCustomer Relationship Management (Crm)Series 7Portfolio ManagementLoansTime ManagementRelationship ManagementFinancial PlanningInvestmentsInvestment ManagementRefinanceCustomer ServiceBusiness DevelopmentWealth ManagementCash ManagementCross SellingFinancial ServicesCrmMarketingSeries 6Financial AnalysisStrategyFinancial AdvisoryTradingInvestment BankingCreditResidential MortgagesAnalysis
ABOUT MANSHI SHAH
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