Experience
- Edward JonesPlanning Consultantcurrent2025 — presentMississauga, ON
- TDFinancial Planner, TD Wealth Financial Planning Direct2023 — 2025Markham, ON
- CIBC investor’s EdgeInvestment Representative2022 — 2023Toronto, ON
- MULTI FASTNERS PRIVATE LIMITEDSenior Manager2020 — 2022Vadodara
- MULTI FASTNERS PRIVATE LIMITEDOperations Manager and Executive-Marketing & Business Development2018 — 2020Vadodara
- ICICIdirectEquity Advisor2017 — 2018Mumbai
Skills & more
Case consultationsBusiness Development and adviceCustomer Relationship Management (CRM)Advanced financial planningAdvisor enablementConquest subject matter expertHigh-net-worth planning consultationsRetirement PlanningRisk ManagementAsset AllocationRetirement & Estate PlanningSecurity Analysis & Selection
+12 more
Tax PlanningUnderstanding client needsBusiness AnalysisSecurities Advice & TradingBenefits & Risks of various types of securitiesCapital MarketsCompany AnalysisIndustry & Economic AnalysisAccount ManagementEquity TradingEquity DerivativesEquity Research- Business Planning — Edward Jones
- Retiring from the farm — Sun Life
- Financial Planning Fundamentals — Edward Jones
- CERTIFIED FINANCIAL PLANNER® — FP Canada
- Certificate in Advanced Financial Advice — Canadian Securities Institute
- Wealth Management Essentials (WME®) — Canadian Securities Institute
- Conduct and Practices Handbook Course (CPH®) — Canadian Securities Institute
- Canadian Securities Course (CSC®) — Canadian Securities Institute
- NISM-Series-VIII: Equity Derivatives Certification Examination — National Institute of Securities Markets (NISM)
- NISM-Series-VII: Securities Operations and Risk Management Certification Examination — National Institute of Securities Markets (NISM)
From Rohan's professional profile.
Colleagues at The MBA Fund
Adam Mombru
Campus Lead at The MBA Fund
Adrian Schneider
Campus Lead at The MBA Fund
Akshat K. Parikh
Campus Lead at The MBA Fund
Alan Ma
Campus Lead at The MBA Fund
Alex Liu
Campus Lead at The MBA Fund
Angela Zhang
Campus Lead at The MBA Fund
Ashen Parikh
Campus Lead at The MBA Fund
Carolyn Zhou
Campus Lead at The MBA Fund
Frequently asked questions
- Who is Rohan Shah?
- Campus Lead at The MBA Fund
- Where does Rohan Shah work?
- Rohan Shah is Campus Lead (UPenn, 2026) at The MBA Fund.
- Where did Rohan Shah go to school?
- Rohan Shah studied at SVKM's Narsee Monjee Institute of Management Studies (NMIMS) (Master of Business Administration - MBA, Finance, General); SVKM's Narsee Monjee Institute of Management Studies (NMIMS) (B-TECH, Mechanical Engineering).
Same school
Also attended SVKM's Narsee Monjee Institute of Management Studies (NMIMS)45
Nishant BankaAssociate at Moneta VenturesSwati Shah GuptaStrategic Advisor, Circular Economy Solutions at Fireside Ventures Advisory LlpJuan EnriquezManaging Director at Excel Venture ManagementJimit PatelSenior Associate, Healthcare at Jungle VenturesRahul AgarwallaFounding and Managing Partner at SenseAI VenturesAbhijay ThackerInvestment Advisor at PICUS CAPITAL
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+ 39 more
Shared employers
Also worked at Edward Jones17
Cooper LaRueAssociate at American Family VenturesKyle KernsCFO and Operations Lead at Cultivation CapitalMychalSenior Analyst at Radicle ImpactAmalie StokkelandSenior Associate at Novo HoldingsCatalina KaziLegal & Compliance Counsel at SR One Capital ManagementCatherine LiCampus Lead at The MBA Fund
+ 11 more
Also worked at TD130
Funmi GarrickFinance and Operations at Impact America FundAchintya ChaudhariInvestor at LightbankMarc MichelVenture Advisor at Alpha PartnersMark FieldsInvestor at Alsop Louie PartnersRick GrinnellFounder and Managing Partner at Glasswing VenturesCasy van MaanenAssociate at GTMfund
+ 124 more
Also worked at CIBC investor’s Edge1
Also worked at ICICIdirect8
Anooj VikamInvestor at A91 PartnersClémence Lamarque-CaritéInvestor at Aglae VenturesCatherine LiCampus Lead at The MBA FundJugnu PatiSenior Fund Manager at ADB VenturesAlok GuptaInvestor at Keiretsu ForumSaurav MishraManager, Investment Team at AnaCap Financial Partners
+ 2 more