Bhavesh Shah

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.