Shashi Patel

Shashi Patel has a diverse work experience spanning various roles and industries. Currently, Shashi is the Senior Vice President of Financial Planning & Analysis at MRI Software, where they oversee the financial planning and analysis functions. Prior to this role, Shashi served as the Vice President of Financial Planning & Analysis at MRI Software. Before joining MRI Software, Shashi worked as the Director of Financial Planning & Analysis at BeyondTrust, a Privileged Access Management company. Additionally, Shashi has experience as a Senior Financial Consultant at Wells Fargo and Wells Fargo Advisors. Early in their career, Shashi worked at Healthcare Solutions as a Financial Analyst and Analyst in the decision support and FP&A departments.

Shashi Patel received a Bachelor of Business Administration (BBA) degree in Finance from The University of Georgia, where they studied from 2005 to 2009. Shashi also passed all three CFA exams offered by the CFA Institute, although the specific month and year of obtaining these certifications are not provided.