Rohan Shah, Cfa

Rohan Shah, Cfa Email and Phone Number

Co-Founder @ StackedHR
New York, NY, US
Rohan Shah, Cfa's Location
Los Angeles, California, United States, United States
Rohan Shah, Cfa's Contact Details

Rohan Shah, Cfa personal email

Rohan Shah, Cfa phone numbers

About Rohan Shah, Cfa

I'm passionate about building, especially building things that can improve people's lives. I've lived at the intersection of finance and technology, driven by the belief that financial innovation creates opportunities and improves outcomes for those that need it most.My current expertise lies in product management, data engineering, and building LLM driven applications, but I'm always learning. Feel free to contact me or connect with me if there's anything I can help with! Nothing would make me happier.

Rohan Shah, Cfa's Current Company Details
StackedHR

Stackedhr

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Co-Founder
New York, NY, US
Rohan Shah, Cfa Work Experience Details
  • Stackedhr
    Co-Founder
    Stackedhr
    New York, Ny, Us
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  • Philanthropia
    Founder
    Philanthropia Dec 2023 - Present
    Philanthropia is bringing the modern fintech ecosystem to the philanthropy space. We work with impactful businesses and brands to make philanthropy more rewarding, engaging, and effective for everyone. If you own or work for a business that wants to join our marketplace and reach more impact-minded customers, reach out to me!
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  • The Wharton School
    Mba Candidate
    The Wharton School Aug 2023 - Present
    Philadelphia, Pennsylvania, United States
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  • Wharton Entrepreneurship Club
    Co-President
    Wharton Entrepreneurship Club May 2024 - Present
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  • Oaktree Capital Management, L.P.
    Avp Of Data And Architecture | Ai Product
    Oaktree Capital Management, L.P. Jun 2021 - Jun 2023
    Los Angeles, California, United States
    I led transformational projects at Oaktree, including spearheading Oaktree's AI application development and building our event-driven lakehouse architecture. I was also at the forefront of Oaktree's data transition to AWS and spearheaded discovery and adoption of multiple new tools now used across Oaktree.
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  • Addepar
    Data Engineer
    Addepar Apr 2020 - Feb 2021
    New York City Metropolitan Area
    Addepar, a late stage fintech wealth management platform with over 2T assets, was named a Forbes Fintech 50 and is a leader in financial data aggregation and analytics.As a data engineer at Addepar, I worked in a small team to build and expand data pipeline architecture that would flow seamlessly to support scaling Addepar to new heights. Heavily used Java, SQL, and my financial background to model complex financial securities and ensure data quality.
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  • Western Asset Management
    Client Service Data Analyst
    Western Asset Management Oct 2017 - Mar 2020
    Pasadena, California
    Western Asset is a globally integrated fixed-income manager with over $450B in assets. As a client service analyst, I handled custom client reporting for our many institutional clients who expected excellence. I worked heavily alongside the other client service associates to provide data, meet RFP deadlines, and improved workflow by automating processes using Excel, Python, and Oracle SQL.
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  • Captarget, Llc
    Investment Banking Intern
    Captarget, Llc Jun 2016 - Aug 2016
    As part of Captarget, a boutique middle-market investment banking firm, I performed due-diligence and sourcing for over 200 businesses leading to direct revenue.
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  • Ameriprise Financial Services, Inc.
    Asset Management Intern
    Ameriprise Financial Services, Inc. Jul 2013 - Sep 2015
    Worked closely with one of California's best in state adivsors to help conduct investment research, optimize workflow with Excel, and contribute to making the office 100% paperless.
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Rohan Shah, Cfa Skills

Investments Research Team Leadership Microsoft Office Public Relations Marketing Reporting And Analysis Public Speaking Thompson One Javascript C++ Writing Project Management

Rohan Shah, Cfa Education Details

Frequently Asked Questions about Rohan Shah, Cfa

What company does Rohan Shah, Cfa work for?

Rohan Shah, Cfa works for Stackedhr

What is Rohan Shah, Cfa's role at the current company?

Rohan Shah, Cfa's current role is Co-Founder.

What is Rohan Shah, Cfa's email address?

Rohan Shah, Cfa's email address is rs****@****ail.com

What is Rohan Shah, Cfa's direct phone number?

Rohan Shah, Cfa's direct phone number is +190926*****

What schools did Rohan Shah, Cfa attend?

Rohan Shah, Cfa attended The Wharton School, University Of California San Diego, Chino Hills High School.

What are some of Rohan Shah, Cfa's interests?

Rohan Shah, Cfa has interest in Psychology, Programming, Reading Fiction Or Nonfiction, Puns, Badminton, Value Investing, Education, Acoustic Guitar (Fingerstyle), Finance, Ping Pong.

What skills is Rohan Shah, Cfa known for?

Rohan Shah, Cfa has skills like Investments, Research, Team Leadership, Microsoft Office, Public Relations, Marketing, Reporting And Analysis, Public Speaking, Thompson One, Javascript, C++, Writing.

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