Stavan Shah, CFA

Stavan shah, cfa

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location of Stavan Shah, CFAIrvine, California, United States
Phone number of Stavan Shah, CFA+91 xxxx xxxxx
Followers of Stavan Shah, CFA1000 followers
  • Timeline

    Jan 2015 - Jan 2016

    Staff, Statutory Audit

    DH Consultants Pvt. Ltd.
    Jan 2016 - Jan 2018

    Staff, Transaction Advisory Services

    BDO in India
    Jan 2019 - Jan 2019

    Analyst, Corporate Finance

    MGB
    Jan 2020 - Jan 2021

    ENO, Brokerage Clearing & Exchange (BC&E)

    Credit Suisse
    Current Company
    Apr 2022 - now

    Product Manager

    PatientFi
    Irvine, California, United States
  • About me

    Product @ PatientFi

  • Education

    • Narsee monjee college of commerce and economics

      -
      Bachelor's degree (bfm) financial markets
    • University of california, irvine - the paul merage school of business

      -
      Master of science - ms business analytics
  • Experience

    • Dh consultants pvt. ltd.

      Jan 2015 - Jan 2016
      Staff, statutory audit

      Financial Services - Assisted in statutory audit of mutual fund houses, SBI and Reliance, each having an AUM of over USD 30 Billion.

    • Bdo in india

      Jan 2016 - Jan 2018
      Staff, transaction advisory services

      Business Valuations - Determined business valuations using different valuation methods such as discounted cash flow, adjusted book value, evaluating transaction multiples, and analyzing comparable company multiples.

    • Mgb

      Jan 2019 - Jan 2019
      Analyst, corporate finance

      Due Diligence & Business Valuations - Assessed businesses to identify inherent risks and then showcase findings to buy-side investors, so as to influence and supplement investment decision.

    • Credit suisse

      Jan 2020 - Jan 2021
      Eno, brokerage clearing & exchange (bc&e)

      BC&E | Operations | Analysis & Efficiency - Performed calculations for accurate fee accruals, derived cost allocations, identified cost efficiencies for BC&E charges of Equity and FX instruments across Asia Pacific markets, amounting to ~USD 150 million annually.

    • Patientfi

      Apr 2022 - now
      • Product Manager

        Sept 2022 - now
      • Data Analyst

        Apr 2022 - Sept 2022
  • Licenses & Certifications

  • Volunteer Experience

    • Committee Member

      Issued by Umang
      UmangAssociated with Stavan Shah, CFA
    • VP of Finance

      Issued by Merage Analytics Club
      Merage Analytics ClubAssociated with Stavan Shah, CFA