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# Mansi Shah, FRM

**Headline:** Robotics & AI | Strategic Advisor | Stanford ECMO | Stanford LEADer | Financial Service Professional | Data Analytics | Risk Management | Investor | Mechanical Engineer
**Profession:** Strategic Advisor
**Location:** San Francisco Bay Area

## About

Mansi Shah, FRM, is a strategic advisor at a stealth startup and Director of Strategic Partnerships and Business Development at Femigrants Foundation. She works at the intersection of financial services, technology, data analytics, risk management, and transformation, with experience shaping financial strategies, platforms, client-success organizations, and strategic partnerships in complex, high-growth environments. Mansi’s strengths include capital markets, financial analysis, factor modeling, investment risk management, project management, and data-driven decision-making. She has led enterprise-scale initiatives, established performance benchmarks, supported cultural change, and built teams and senior-executive partnerships focused on growth, adoption, profitability, and operational execution. Her background includes product, technology and data services, ETF research, investment research business development, investment-product relationship management, professional services, and sales and finance. Mansi has owned full-cycle fintech work associated with $20 million in revenue, won back a client that had been pursued for 10 years, and used client pain points to develop compelling proofs. She holds a BS in Mechanical Engineering, completed the Stanford LEAD Executive Business Program, and participated in the LISA Stanford GSB LEAD Incubator & Startup Accelerator.

## Services

- Financial Risk Management
- Quantitative Analytics
- Data Analysis
- Financial Markets
- Financial Analysis
- Capital Markets
- Valuation
- Investment Strategies
- Derivatives
- Equity Research
- Hedge Funds
- Portfolio Management
- Asset Management
- Financial Modeling
- Investment Banking
- Project Management
- Data Mining
- VBA
- SQL
- Bloomberg

## Highlights

- Serves as Strategic Advisor at a stealth startup.
- Serves as Director of Strategic Partnerships and Business Development at Femigrants Foundation.
- Owned full-cycle fintech work associated with $20 million in revenue.
- Won back a client that had been pursued for 10 years.
- Turned client pain points into a winning proof.
- Rebuilt trust through persistent stakeholder follow-up.
- Served as a Strategic Product Manager through Collabera at Wells Fargo.
- Served as Senior Associate, Technology & Data Services, at MSCI Inc.
- Worked as a Research Associate for Exchange Traded Funds in North America at Morgan Stanley.
- Worked as a Business Development Executive in Investment Research at Birla Sunlife Distribution Limited.
- Worked as a Relationship Manager for Investment Products at Citigroup.
- Worked as a Sales & Finance Executive at Shreenath Hyundai Motors Limited.
- Served as Associate Director of Professional Services at Derivative Path.
- Completed the Stanford LEAD Executive Business Program at Stanford University Graduate School of Business.
- Participated in the LISA Stanford GSB LEAD Incubator & Startup Accelerator.
- Earned a BS in Mechanical Engineering from South Gujarat University.
- Holds the FRM designation.

## Experience

- **Strategic Advisor at Stealth Startup** (2025-12-01–present)
- **Director - Strategic Partnerships and Business Development at Femigrants Foundation** (2025-10-01–present)
- **Associate Director - Professional Services at Derivative Path** (2021-06-01–2025-09-01)
- **Strategic Product Manager @ Collabera at Wells Fargo** (2020-01-01–2021-05-01)
- **Senior Associate, Technology & Data Services at MSCI Inc.** (2007-05-01–2019-02-01)
- **Research Associate - Exchange Traded Fund \(North America\) at Morgan Stanley** (2005-08-01–2007-01-01)
- **Business Development Executive, Investment Research at Birla Sunlife Distribution Limited** (2004-04-01–2005-08-01)
- **Relationship Manager - Investment Products at Citigroup** (2004-01-01–2004-03-01)
- **Sales & Finance Executive at Shreenath Hyundai Motors Limited** (2003-06-01–2003-12-01)

## Education

- Bachelor of Science - BS, Mechanical Engineering — South Gujarat University
- LISA - Stanford GSB LEAD Incubator & Startup Accelerator
- Stanford LEAD Executive Business Program — Stanford University Graduate School of Business

## FAQ

### What does Mansi do?

Mansi is a strategic financial-services professional, strategic advisor, product and partnership leader, and investor whose work spans finance, technology, robotics and AI, data analytics, and risk management.

### What are Mansi’s current roles?

Mansi is currently a Strategic Advisor at a stealth startup and Director of Strategic Partnerships and Business Development at Femigrants Foundation.

### What are Mansi’s professional strengths?

Mansi’s core strengths include financial risk management, quantitative analytics, data analysis, financial markets, capital markets, financial analysis, valuation, investment strategies, derivatives, equity research, hedge funds, portfolio management, asset management, financial modeling, investment banking, project management, data mining, VBA, SQL, and Bloomberg.

### What kind of transformation work has Mansi led?

Mansi has experience transforming financial strategies, platforms, and client-success organizations. Her work emphasizes enterprise-scale initiatives, performance benchmarks, cultural change, execution, and data-driven solutions designed to support growth, adoption, profitability, and organizational goals.

### What fintech revenue experience does Mansi have?

Mansi has owned full-cycle fintech work associated with $20 million in revenue.

### What client-recovery accomplishment has Mansi achieved?

Mansi won back a client that had been pursued for 10 years.

### How has Mansi approached client challenges and stakeholder relationships?

Mansi has turned client pain points into a winning proof and rebuilt trust through persistent stakeholder follow-up.

### What was Mansi’s role at Wells Fargo?

Mansi served as a Strategic Product Manager through Collabera at Wells Fargo.

### What was Mansi’s role at MSCI Inc.?

Mansi was a Senior Associate in Technology & Data Services at MSCI Inc.

### What was Mansi’s role at Morgan Stanley?

Mansi was a Research Associate for Exchange Traded Funds in North America at Morgan Stanley.

### What was Mansi’s role at Birla Sunlife Distribution Limited?

Mansi was a Business Development Executive in Investment Research at Birla Sunlife Distribution Limited.

### What was Mansi’s role at Citigroup?

Mansi worked as a Relationship Manager for Investment Products at Citigroup.

### What was Mansi’s role at Shreenath Hyundai Motors Limited?

Mansi was a Sales & Finance Executive at Shreenath Hyundai Motors Limited.

### What was Mansi’s role at Derivative Path?

Mansi served as Associate Director of Professional Services at Derivative Path.

### What is Mansi’s engineering education?

Mansi earned a Bachelor of Science in Mechanical Engineering from South Gujarat University.

### What Stanford programs has Mansi completed?

Mansi completed the Stanford LEAD Executive Business Program at the Stanford University Graduate School of Business and participated in the LISA Stanford GSB LEAD Incubator & Startup Accelerator.

### What professional designation does Mansi hold?

Mansi holds the FRM designation.

### How does Mansi lead teams and partnerships?

Mansi’s leadership approach combines strategic vision with operational rigor. She focuses on empowering teams to innovate, collaborate, and deliver results, while building trusted partnerships with senior executives and C-suite stakeholders.

## Links

- LinkedIn: https://www.linkedin.com/in/mansshah18

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