Angel Shah is a data-driven investment management professional with over 10 years of experience in the financial services industry. Currently serving as a Senior Team Lead for Defined Contribution at CAPTRUST, Angel previously held positions as an Investment Specialist at Beacon Wealth Advisors, Inc. and as a Raymond James Registered Representative at Citizens National Bank. They also gained experience as a Portfolio Analyst- Wealth Intern at Waddell & Reed Financial and an Internal Audit Intern at FedEx Corporation. Angel is pursuing a Bachelor of Business Administration with concentrations in Finance, International Business, and Spanish at The University of Memphis and has a certificate in Data Analytics from the University of Tennessee, Knoxville.
Location
Charlotte, United States
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