Neel Shah
KMI Family Ventures | Limn Insurance
- Role
- Senior Associate at Kmi Family Ventures
- Location
- Birmingham, MI, US
- LinkedIn followers
- 500 followers
About Neel Shah
A graduate of Michigan State University with a Bachelor of Science in Finance, currently working as a Senior Associate at KMI Family Ventures. Contributes to multi-faceted initiatives across fintech, insurance, real estate, hospitality, and private equity within a multi-generational family office. Demonstrates expertise in strategic development, operations management, and cross-functional project coordination, including rebranding strategies, acquisition planning, and external communications. At Limn Insurance, supports foundational projects in building a tech-enabled commercial insurance agency, focusing on research, marketing strategies, and CRM implementation. Committed to fostering collaboration across teams to align operations and technology with business goals. Brings a detail-oriented mindset and a dedication to streamlining processes and enhancing client experiences.
Experience
Senior Associate
Mar 2024 — Present · Birmingham, MI, US
Support day-to-day operations across a multi-generational family office with investments in fintech, insurance, real estate, hospitality, and private equity• Play a key role in the strategic development and execution of initiatives within multiple portfolio companies• Help manage and improve internal systems and workflows• Coordinate cross-functional projects in sales, marketing, and onboarding, including the creation of training materials for credit card processing, cash discounting, and point-of-sale systems• Contribute to acquisition planning, rebranding strategies, and external communications for newly acquired and existing ventures• Assist in recruiting, interviewing, and onboarding administrative and operational hires, including creating role descriptions and evaluation criteria• Work closely with principals to ensure alignment between strategic goals and execution, often acting as a bridge between leadership and day-to-day operations• Support planning and logistics for marketing events, internal meetings, and business development efforts across the portfolio
Education
Michigan State University
Bachelor of Science - BS, Finance, General
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