Kunal Shah

Kunal Shah Email and Phone Number

VP, Capital Markets Execution @ Upgrade, Inc.
San Francisco, CA, US
Kunal Shah's Location
San Francisco, California, United States, United States
Kunal Shah's Contact Details

Kunal Shah work email

Kunal Shah personal email

Kunal Shah phone numbers

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

Kunal Shah's Current Company Details
Upgrade, Inc.

Upgrade, Inc.

View
VP, Capital Markets Execution
San Francisco, CA, US
Kunal Shah Work Experience Details
  • Upgrade, Inc.
    Vp, Capital Markets Execution
    Upgrade, Inc.
    San Francisco, Ca, Us
    View
  • Upgrade, Inc.
    Head Of Capital Markets Execution
    Upgrade, Inc. Jun 2024 - Present
    San Francisco, California, Us
    Leading 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.
    View
  • Upgrade, Inc.
    Sr. Director, Capital Markets
    Upgrade, Inc. Jul 2023 - Jul 2024
    San Francisco, California, Us
    View
  • Uplift Inc.
    Treasury, Payments And Capital Markets
    Uplift Inc. Jan 2023 - Jul 2023
    San Francisco, California, Us
    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)
    View
  • Uplift Inc.
    Sr. Director, Financial Operations
    Uplift Inc. Jul 2019 - Mar 2023
    San Francisco, California, Us
    View
  • Ticr
    Mentor
    Ticr Dec 2021 - May 2022
    New York, Ny, Us
    - Aiming for product-market fit in investment space.- Advice on leveraging the platform to launch B2B2C product on top of B2C.
    View
  • Oculis Mountain Side
    Advisor
    Oculis Mountain Side Jul 2021 - Dec 2021
    Glacier, Washington, Us
    View
  • Adventurelocals
    Advisor
    Adventurelocals Nov 2020 - Mar 2021
    Telluride, Co, Us
    View
  • Earnest Llc
    Senior Finance Associate
    Earnest Llc Jan 2018 - Jul 2019
    San Francisco, California, Us
    - Finance & Strategic Operations - Capital Markets
    View
  • Earnest Llc
    Portfolio Analyst
    Earnest Llc Sep 2016 - Dec 2017
    San Francisco, California, Us
    - Treasury - Portfolio Management
    View
  • Transcend Consulting (I) Private Limited
    Financial Analyst
    Transcend Consulting (I) Private Limited May 2014 - May 2015
    Mumbai, Maharashtra, In
    - Wealth Management & Portfolio Allocation- Financial Planning - Equity Research & Model Development
    View
  • Punam Enterprise
    Account Manager
    Punam Enterprise May 2012 - Apr 2014
    - Business Development & Management- Revenue/Sales Planning

Kunal Shah Skills

Finance Financial Planning Portfolio Management Microsoft Office Microsoft Excel Powerpoint Financial Analysis Strategic Financial Planning Asset Management Microsoft Word Team Management Management Leadership Teamwork Investment Banking Financial Reporting Customer Service Relationship Management Capital Markets Strategic Planning Business Strategy Business Development Forecasting Loans Investment Strategies International Business Strategy Corporate Finance Project Management Social Media Equities Budgeting Risk Management Consumer Lending Valuation Credit Due Diligence Sap Hyperion Contract Negotiation Public Speaking Team Leadership Asset Backed Security Crowdfunding Securitization Venture Capital Intellectual Property Valuation Company Valuation

Kunal Shah Education Details

  • Campbellsville University
    Campbellsville University
    Computer/Information Technology Administration And Management
  • Hult International Business School
    Hult International Business School
    General
  • Ahmedabad University
    Ahmedabad University
    Accounting And Finance

Frequently Asked Questions about Kunal Shah

What company does Kunal Shah work for?

Kunal Shah works for Upgrade, Inc.

What is Kunal Shah's role at the current company?

Kunal Shah's current role is VP, Capital Markets Execution.

What is Kunal Shah's email address?

Kunal Shah's email address is kp****@****ail.com

What is Kunal Shah's direct phone number?

Kunal Shah's direct phone number is +161796*****

What schools did Kunal Shah attend?

Kunal Shah attended Campbellsville University, Hult International Business School, Ahmedabad University.

What are some of Kunal Shah's interests?

Kunal Shah has interest in Social Services, Children, Economic Empowerment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.

What skills is Kunal Shah known for?

Kunal Shah has skills like Finance, Financial Planning, Portfolio Management, Microsoft Office, Microsoft Excel, Powerpoint, Financial Analysis, Strategic Financial Planning, Asset Management, Microsoft Word, Team Management, Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.