Neel Shah

Director, Corporate Finance @BMO

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Director, Corporate Finance @BMO

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Calgary, AB, CA

EDUCATION

2011 — 2014

University of Mumbai

Bachelor of Commerce (B.Com.)

2015 — 2017

Thompson Rivers University

Post Bacclaureate Diploma

SKILLS

FinanceTechincal AnalysisFinancial AnalysisCapital MarketsManagementAccountingMicrosoft ExcelCorporate FinanceInvestmentsLeadershipGoogle DocsTime ManagementEntrepreneurshipPublic SpeakingEviewsMicrosoft OfficeRotman Interactive TradingFinancial ReportingCustomer ServiceFinancial AccountingMarketing StrategyAlternative InvestmentsTeamworkBankingRisk ManagementTeam ManagementFinancial PlanningMarketingAnalysisForecastxStocktrac SimulationPortfolio Management

ABOUT NEEL SHAH

As a Portfolio Manager at BMO, I provide credit solutions and strategic advice to our diversified industries clients in the Prairies, helping them grow and achieve their goals. I am a CFA charter holder with a strong background in cashflow lending, equipment financing and commercial real estate.I am skilled in credit analysis, risk management, and investment management, and I have successfully led and completed complex transactions, such as acquisition facilities, working capital revolvers, balance sheet restructuring, and, management buyouts.I have also mentored and coached high performing team members and received multiple awards for my performance over the years. I am passionate about delivering quality business analysis and credit advice, collaborating with relationship management teams, and demonstrating BMO\'s capability to provide creative financial solutions.

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Neel Shah — Director, Corporate Finance at BMO in Calgary, AB, CA | Unifers