Fenil Gandhi has held various leadership roles in the finance industry, starting as a Private Wealth Advisor at JM Financial in 2013. Fenil then progressed to roles such as Co-Founder at RIFE Investment Consultants and Vice President - Wealth at Prathmesh Finance. Fenil continued to advance their career as Vice President at Grip and later took on a role at CASFenil as Vice President - Wealth in 2022. Their trajectory led him to become Tera Vice President at 13Karat in 2023, showcasing their expertise and experience in the field.
Fenil Gandhi completed a Bachelor of Technology in Information Technology at SVKM's Narsee Monjee Institute of Management Studies (NMIMS) from 2007 to 2012. Fenil then pursued a Master of Business Administration (MBA) in Business Administration and Management at the same institution from 2007 to 2012. Furthermore, they obtained a Master's degree in Finance from London Business School from 2019 to 2021. Additionally, Fenil acquired various certifications including Chartered Financial Analyst (CFA) - Level 1 in 2013 and other financial-related certifications in 2018.
April, 2022 - present
Vice President—Wealth Manager at Sheaff Brock
Vice President, Wealth Manager at Steward Partners
Vice President, Wealth Advisor at RMR Wealth Builders, Inc.
Vice President, Wealth Administrator at OceanFirst Bank
Vice President Wealth Management at The Trust Company of Tennessee