Nandini Shah

Nandini Shah has a diverse work experience spanning multiple industries. Nandini is currently working at Vestwell as the Director of Client Success, a position they have held since January 2023. Prior to this, they were a Senior Manager of Client Success at Vestwell from July 2021. Nandini began their journey with Vestwell as a Client Success Manager in March 2020 and stayed in that role until July 2021.

Before joining Vestwell, Nandini worked at Bank of America Merrill Lynch. Nandini held various roles including Registered Client Associate from May 2019 to March 2020, Senior Research Specialist from November 2017 to May 2019, and GWIM Senior Operations Analyst from September 2014 to November 2017.

Starting their career, Nandini worked at ScribeAmerica as an ER Scribe from April 2013 to May 2014. Before that, they served as a Program Coordinator at Pilot Me Mentoring Program from September 2010 to May 2013.

Nandini's earliest work experience was as a Student Assistant at Nelson Biological Laboratories from August 2009 to January 2011.

Nandini Shah earned a Bachelor of Arts (B.A.) degree in Economics and Biology from Rutgers University between 2009 and 2013. Additionally, they obtained certifications in Series 66 and Series 7 from FINRA.