Full Name
Anish Shah
Job Title
Managing Director – Head of Product and Digital
Company
BNY Mellon
Speaker Bio
Anish leads product and digital for BNY Mellon’s Wealth Management and Asset Management businesses. He is responsible for enhancing the client, advisor and internal stakeholder experiences to drive deeper relationships, increased efficiencies and reduced risk.
Previously, Anish was Partner and co-head of the wealth, asset management and insurance practice at Marakon. Prior to Marakon, he held multiple leadership roles at E*TRADE Financial. As Head of Customer Engagement at E*TRADE, Anish led acquisition, cross-sell and retention efforts for E*TRADE’s 4 million customers. Further, he led the customer experience function for the firm, focused on improving digital and live customer experience across critical touchpoints. Before joining E*TRADE, Anish was a Principal in the Financial Services practice at Booz & Company (now Strategy& PwC), with a focus on Wealth Management and Capital Markets.
Anish holds an MBA in Strategy and Finance from NYU’s Stern School of Business; an MS in Mechanical Engineering from UCLA; and a BS in Engineering from Delhi University.
Previously, Anish was Partner and co-head of the wealth, asset management and insurance practice at Marakon. Prior to Marakon, he held multiple leadership roles at E*TRADE Financial. As Head of Customer Engagement at E*TRADE, Anish led acquisition, cross-sell and retention efforts for E*TRADE’s 4 million customers. Further, he led the customer experience function for the firm, focused on improving digital and live customer experience across critical touchpoints. Before joining E*TRADE, Anish was a Principal in the Financial Services practice at Booz & Company (now Strategy& PwC), with a focus on Wealth Management and Capital Markets.
Anish holds an MBA in Strategy and Finance from NYU’s Stern School of Business; an MS in Mechanical Engineering from UCLA; and a BS in Engineering from Delhi University.
Speaking At
