Surbhi Mahamwal

Surbhi Mahamwal has a diverse and extensive work experience in the finance industry. They currently hold the position of Director of Partnerships at Credible, where they have been working since July 2023. Prior to this, Surbhi worked at Credible as a Senior Partnerships Manager from July 2022 to July 2023, and as a Partnerships Manager from February 2021 to July 2022.

Before joining Credible, Surbhi worked at Watermark as a Strategic Finance Manager from October 2019 to February 2021.

Surbhi gained valuable experience at Goldman Sachs, where they held various roles. They served as an Investment Banking Associate from February 2017 to October 2019 and as a Sales & Trading Analyst from March 2015 to January 2017. Prior to these positions, Surbhi interned at Goldman Sachs as a Sales & Trading Intern from June 2014 to August 2014.

Surbhi also gained internship experience at Merrill Lynch as a Global Wealth Management Intern from June 2013 to September 2013, at Raymond James Financial Inc. as an Investment Banking Intern from April 2013 to June 2013, at Morgan Stanley Wealth Management as a Private Wealth Management Intern from October 2012 to December 2012, and at Vesper Capital Partners as an Equity Research Intern from June 2012 to August 2012.

Surbhi Mahamwal's education history includes a Bachelor of Arts (B.A.) degree in Economics and Business Institutions from Northwestern University. Surbhi also obtained a CORe Credential of Readiness from HBS Online at Harvard Business School. Prior to their higher education, Surbhi attended Edison High School. In terms of additional certifications, they obtained a Series 79 certification from FINRA (Financial Industry Regulatory Authority) in February 2017 and a CFA Level 1 certification from the CFA Institute in June 2016. Surbhi also has plans to obtain a Series 63 and Series 7 certification from the Financial Industry Regulatory Authority in the future.