Swapneel Shah

Being a member of the WealthFirst Steer team, I contribute towards expansion, yearly goal setting, managing daily operations, evaluating performance, and managing relationships with vendors and partners. My role at WealthFirst has empowered me to initiate a number of process improvements and policies within the organization, enhancing the quality of our wealth management offerings along with building a highly client-centric company culture.In addition to this, I am also a Six-Sigma Green Belt Certified professional with SAP certification, and Mutual Fund Distributor, Equity Derivatives, Equity Analyst Certification. As a member of the Steer Team and CMO at WealthFirst, it's my honor to be serving you in securing your financial assets for the present and the future. I aim to bring my years of experience, market knowledge, and financial acumen in forging long-term connections with our clientele, empowering them through smart investment strategy & planning.