Kevin Shi

Director, Strategic Finance at Counterpart

Kevin Shi is a seasoned finance professional currently serving as the Director of Strategic Finance at Counterpart, a venture-backed insurtech firm, where responsibilities include overseeing finance operations, FP&A, treasury, and investor relations. Prior to this role, Kevin was involved in finance, strategy, and business intelligence at Clyde, contributed as Co-Founder and CFO at Social Funnel, and held positions as a Board Observer at Early Warning®, Redwood Forest Foundation, Inc., and CurveGlobal Limited. Earlier career experience includes an Associate role at Bank of America Merrill Lynch, a Data Analyst position at Yext, and an Investment Banking Analyst role at Sonenshine Partners, where transaction experience includes significant M&A deals in the fintech and technology sectors. Education includes a Bachelor of Science in Finance from NYU Stern School of Business.

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