Bhavesh Shah

Brand & GTM Strategy Lead, Executive Director, Merchant Services at Wells Fargo

Bhavesh Shah currently serves as the Brand & GTM Strategy Lead, Executive Director at Merchant Services for Wells Fargo, a position held since January 2024. Prior to this, Bhavesh founded IRAGenie, an AI-enabled platform aimed at assisting gig economy workers and individuals without employer-provided 401k plans in securing retirement through IRA solutions. In addition, Bhavesh held the role of Vice President of Growth at TopMarketer and served as Head of Marketing at Capitalize, focusing on simplifying 401k rollovers. Bhavesh's earlier experience includes serving as MD & Head of Growth at Charles Schwab, where the growth team achieved significant online account growth. Educational qualifications include an MBA in Finance & Marketing from XLRI Jamshedpur and a BE in Production Engineering from the University of Mumbai.

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Wells Fargo

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Wells Fargo & Company is a financial services company headquartered in San Francisco, California. Founded in 1852, today Wells Fargo has global operations in over 40 countries, serving customers through 7,300 locations and 12,000 ATMs in addition to their internet and mobile banking offerings. Wells Fargo has approximately $1.9 trillion in assets and ranked number 41 on Fortune’s 2022 rankings. Wells Fargo offers a range of services for its customers, including banking, investment, and mortgage products and services, as well as consumer and commercial finance, through four operating segments comprising Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Through these offerings Wells Fargo serves one third of US households and more than 10% of small businesses in the US.


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