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Sohal Shah Email & Phone Number

Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients at Bridgewater Associates
Location: New York, United States 2 work roles 2 schools
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Current company
Bridgewater Associates
Role
Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients
Location
New York, United States
Company size
1656 employees

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Sohal Shah is listed as Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients at Bridgewater Associates, a with 1656 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Sohal Shah.

Sohal Shah previously worked as Asia Pacific Client Coverage & Strategy at Bridgewater Associates and Client Strategy Leadership Positions across JPM Strategic Partnership Program and Global Equities at J.P. Morgan. Sohal Shah holds Bachelor Of Science (Honors), Banking & International Finance from City University Business School (Cass), London.

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Bridgewater Associates

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About Sohal Shah

I am a growth-minded executive with top-tier buy and sell-side experience on Wall St and a proven track record of success in building high-impact strategic partner programs and working with large, globally complex strategic clients. I have worked very closely with Partners and Global Heads of Sales in spearheading global initiatives in and across the Americas, Pan Europe and Asia Pacific. I am locationally flexible for the right opportunity.My skillsets in devising strategies to maximize relationship capital and achieve favorable outcomes can be put to use on either the buy-side (roles with marketing / investor relations teams to deepen institutional investor relationships and/or with sell-side counterparty relationship teams to optimize wallet spend) or the sell-side (roles to build and run a strategic client program for institutional clients across markets).• At Bridgewater Associates, we've catalyzed significant AUM growth and solidified our client base in Asia Pacific markets thanks to long term relationship management planning . Our team's focus and dedication to strategic relationship management has resulted in successful defense and cross-sell achievements, and the development of a robust client prospect pipeline.• At JP Morgan, leveraging over 16 years of experience, I've honed my abilities in sales strategy and customer relationship management, ensuring alignment between client needs and our own business goals and strengths to create win-win outcomes. At the heart of the mission is the delivery of tailored client strategies that not only meet but exceed our clients' aspirations, fostering sustained partnerships and business development. This is achieved through a systematic approach to account management combining knowledge of the client, internal sales objectives and data driven insights in a formal structured program.Even though I have spent my entire career in finance, many of the skills above are readily transferable to other industries to build strong customer success programs across a large, sophisticated and globally complex client base.

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Bridgewater Associates
Bridgewater Associates
Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients
westport, connecticut, united states
Website
bwater.com
Employees
1656
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2 roles

Sohal Shah work experience

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Asia Pacific Client Coverage & Strategy

Current
Bridgewater Associates

Westport, Ct

IMPACT: SIGNIFICANT AUM & PIPELINE GROWTH, SUCCESSFUL DEFENSE & CROSS-SELL WINS Work closely with lead partner on:o Strategic relationship management and coverage of 5 of Bridgewater’s most important firmwide accounts o Client prospect pipeline and systemizing opportunity and risk tracking to support business development o Developing and implementing Japan entry strategy with marketing team and main liaison with Tokyo agent

Jan 2022 - Present

Client Strategy Leadership Positions Across Jpm Strategic Partnership Program And Global Equities

J.P. Morgan

New York, United States

1) Global Account Management Lead: Strategic Partnership Program Top Institutional Clients (cross-product)Designed and executed 5-year account management program across top 200 Markets & Securities Services clientsIMPACT: +500BP (~$4B) REVENUE GAIN, #1 MARKET SHARE WITH ASSET MANAGER, HEDGE FUND, AND SOVEREIGN WEALTH FUND CLIENTS ACROSS FICC, EQUITIES, CUSTODY & PRIME SERVICES• Leveraged client knowledge and needs with internal business strengths to achieve win-win business outcomes• Partnered with 20+ global relationship managers to create cross-asset client action plans to enhance revenue, ROI• Managed quarterly updates for 200 clients to CEO / senior leadership, delivering insights and recommendations• Developed KPIs with senior management to measure program, client and relationship manager success2) Global Head of Client Account Management & Client Strategy: Institutional EquitiesMember of Global Equity Sales Management Committee (direct report to Global Head of Distribution)Drove a globally integrated client strategy program managing 15 people conducting 500+ client review meetings per yearIMPACT: +400BP (~$700M) REVENUE GAIN, TOP 2 BROKER (MKT SHARE), TOP 3 IN 85% CLIENT VOTES • Established strong global relationships with key buy-side contacts and hosted broker liaison roundtables• Improved and globalized Account Management processes to drive revenue across advisory, execution, prime & derivatives, including developing new CRM sales tools for monetization of resources and client prioritization• Led MIFID and Soft Dollar programs (top 3 in both), ran positioning, pricing strategy and client negotiations 3) Prior to becoming Global Head, key client strategy initiatives included:• Spearheading the JPM / Bear Stearns equities integration (most successful combination in Wall St. history)• Improved client rankings (advisory & I.I.), and greater sales efficiency via middle market / tail account strategy

Sep 2004 - Nov 2020
Team & coworkers

Colleagues at Bridgewater Associates

Other employees you can reach at bwater.com. View company contacts for 1656 employees →

MW Mike Wilson Mike Wilson Colleague at Bridgewater AssociatesSan Rafael, California, United States View → RD Rahul Dharaiya Rahul Dharaiya Colleague at Bridgewater AssociatesNew York, United States View → AB Allison Benenson Allison Benenson Colleague at Bridgewater AssociatesNew York City Metropolitan Area, United States View → MM Michael Miraglia Michael Miraglia Colleague at Bridgewater AssociatesNew York City Metropolitan Area, United States View → SB Sara Beer Sara Beer Colleague at Bridgewater AssociatesNew York City Metropolitan Area, United States View → JD Jack De Harcourt Jack De Harcourt Colleague at Bridgewater AssociatesGeneva Metropolitan Area, Switzerland View → JQ Joe Quinn Joe Quinn Colleague at Bridgewater AssociatesTrumbull, Connecticut, United States View → HK Harshidha Kalambur Harshidha Kalambur Colleague at Bridgewater AssociatesBangor, Maine, United States View → JB Jonathan Bremmer Jonathan Bremmer Colleague at Bridgewater AssociatesLondon, England, United Kingdom View → AA Ashley Anderson Ashley Anderson Colleague at Bridgewater AssociatesMilford, Connecticut, United States View →
2 education records

Sohal Shah education

Bachelor Of Science (Honors), Banking & International Finance

City University Business School (Cass), London

Activities and Societies: AIESEC

FAQ

Frequently asked questions about Sohal Shah

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What company does Sohal Shah work for?

Sohal Shah works for Bridgewater Associates.

What is Sohal Shah's role at Bridgewater Associates?

Sohal Shah is listed as Senior Institutional Client Strategy Executive - specializing in building high-impact strategic partner programs and working with large, globally complex strategic clients at Bridgewater Associates.

Where is Sohal Shah based?

Sohal Shah is based in New York, United States while working with Bridgewater Associates.

What companies has Sohal Shah worked for?

Sohal Shah has worked for Bridgewater Associates and J.P. Morgan.

Who are Sohal Shah's colleagues at Bridgewater Associates?

Sohal Shah's colleagues at Bridgewater Associates include Mike Wilson, Rahul Dharaiya, Allison Benenson, Michael Miraglia, and Sara Beer.

How can I contact Sohal Shah?

You can use AeroLeads to view verified contact signals for Sohal Shah at Bridgewater Associates, including work email, phone, and LinkedIn data when available.

What schools did Sohal Shah attend?

Sohal Shah holds Bachelor Of Science (Honors), Banking & International Finance from City University Business School (Cass), London.

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