AeroLeads people directory · profile
Kunal Shah Email & Phone Number
VP, Capital Markets Execution
at
Upgrade, Inc.
1 work email found
@uplift.com
2 phones found area 617
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
VP, Capital Markets Execution
Location
San Francisco, California, United States
Who is Kunal Shah? Overview
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Quick answer
Kunal Shah is listed as VP, Capital Markets Execution at Upgrade, Inc., based in San Francisco, California, United States. AeroLeads shows a work email signal at uplift.com, phone signal with area code 617, and a matched LinkedIn profile for Kunal Shah.
Kunal Shah previously worked as Head of Capital Markets Execution at Upgrade, Inc. and Sr. Director, Capital Markets at Upgrade, Inc.. Kunal Shah holds Master Of Science - Ms, Computer/Information Technology Administration And Management from Campbellsville University.
Company email context
Email format at Upgrade, Inc.
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{first_initial}{last}@uplift.com
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AeroLeads found 1 current-domain work email signal for Kunal Shah. Compare company email patterns before reaching out.
Profile bio
About Kunal Shah
A savvy and results-oriented strategic investor and operator in financial technology companies. Excels at serving as a business partner to the executive team to develop and execute the company’s growth strategies and achieve essential results.A proven track record of addressing critical issues by utilizing a growth-centric mindset and a team-oriented approach with clear and concise communication. A driven and accomplished leader facilitates enhanced decision-making at all levels to drive an organization toward conscious success.Skill Specialties:- Capital raising - Operational management- Business Acumen- Consulting- Negotiation and persuasion- Forecasting, budgeting, and cash management- Performance improvement- Team/squad training, development, and mentoring- Data evangelist
Listed skills include Finance, Financial Planning, Portfolio Management, Microsoft Office, and 44 others.
Current workplace
Kunal Shah's current company
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12 roles
Kunal Shah work experience
A career timeline built from the work history available for this profile.
Head Of Capital Markets Execution
CurrentLeading Capital Markets team to support transaction execution across; personal loans (PL), private credit lines (PCL), home improvements (HI), Travel (BNPL) & auto financing products, building institutional partnerships. Portfolio Management for platform/business needs executing transactions across capital stack; structured credit facilities, ABS, debt placement, equity fundraising, forward-flow/whole-loans, M&A.
Jun 2024 - Present
Sr. Director, Capital Markets
Jul 2023 - Jul 2024
Treasury, Payments And Capital Markets
Partnered cross-functionally to scale the BNPL(Point of sale - Payments/Lending) platform.Leading and collaborating across Finance, Data, Product, Commercial, Capital Markets, Engineering, Treasury & Payments function from initial product-market fit to $100M+ in annual revenue. Administered various capital markets transactions including warehouse credit facilities, corporate debt, whole loan sales, bank partnerships and M&A.Onboarded multiple PSPs, from Issuing and Acquiring standpoint. Supported the expansion of products from geography (US, CA, MX), vertical (travel, e-commerce, retail) and market segment (B2B2C, B2B and B2C)
Jan 2023 - Jul 2023
Sr. Director, Financial Operations
Jul 2019 - Mar 2023
Mentor
- Aiming for product-market fit in investment space.- Advice on leveraging the platform to launch B2B2C product on top of B2C.
Dec 2021 - May 2022
Advisor
Jul 2021 - Dec 2021
Advisor
Nov 2020 - Mar 2021
Jan 2018 - Jul 2019
Sep 2016 - Dec 2017
Financial Analyst
- Wealth Management & Portfolio Allocation- Financial Planning - Equity Research & Model Development
May 2014 - May 2015
Account Manager
Punam Enterprise
- Business Development & Management- Revenue/Sales Planning
May 2012 - Apr 2014
3 education records
Kunal Shah education
Master Of Science - Ms, Computer/Information Technology Administration And Management
Campbellsville University
Master'S Degree, Finance, General
Hult International Business School
Bachelor’S Degree, Accounting And Finance
Ahmedabad University
FAQ
Frequently asked questions about Kunal Shah
Quick answers generated from the profile data available on this page.
What company does Kunal Shah work for?
Kunal Shah works for Upgrade, Inc..
What is Kunal Shah's role at Upgrade, Inc.?
Kunal Shah is listed as VP, Capital Markets Execution at Upgrade, Inc..
What is Kunal Shah's email address?
AeroLeads has found 1 work email signal at @uplift.com for Kunal Shah at Upgrade, Inc..
What is Kunal Shah's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Kunal Shah at Upgrade, Inc..
Where is Kunal Shah based?
Kunal Shah is based in San Francisco, California, United States while working with Upgrade, Inc..
What companies has Kunal Shah worked for?
Kunal Shah has worked for Upgrade, Inc., Uplift Inc., Ticr, Oculis Mountain Side, and Adventurelocals.
How can I contact Kunal Shah?
You can use AeroLeads to view verified contact signals for Kunal Shah at Upgrade, Inc., including work email, phone, and LinkedIn data when available.
What schools did Kunal Shah attend?
Kunal Shah holds Master Of Science - Ms, Computer/Information Technology Administration And Management from Campbellsville University.
What skills is Kunal Shah known for?
Kunal Shah is listed with skills including Finance, Financial Planning, Portfolio Management, Microsoft Office, Microsoft Excel, Powerpoint, Financial Analysis, and Strategic Financial Planning.
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