![Jay Shah](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jay Shah
Director Ejecutivo en Empower Personal Wealth LLC .
Perfil
Mr. Jay Shah is a Chief Executive Officer at Edelman Financial Engines LLC, at Financial Engines Advisors LLC and a Chief Executive Officer & Director at Empower Personal Wealth LLC.
He is on the Board of Directors at One Finance, Inc. and Empower Personal Wealth LLC.
With more than 30 years of experience at enterprise and consumer-direct companies, he has a passion for building client-centric growth companies at the nexus of financial services and technology, while leveraging the powerful combination of people and digital resources.
Prior to Edelman Financial Engines, he helped grow the financial planning-driven and tech-enabled retail wealth management pioneer, Personal Capital.
Since April 2017, he served as that firm’s chief executive officer and guided its successful acquisition by Empower, a top retirement plan recordkeeper.
Jay helped create Personal Capital in 2009 and previously served as the chief operating officer and chief information officer.
Earlier in his career, he served as chief information officer of E-LOAN, Inc., a multibillion-dollar consumer lending platform, where he led the build-out of the consumer-direct banking platform.
He also held the roles of chief operating officer and chief technology officer at Myers Internet, a B2B SaaS enterprise platform for small and midsized business financial services companies; chief information officer at Provident Funding Associates, a mortgage wholesaler; and director of technology, National Risk Management Services at PwC, where he led the project/knowledge management software integration for the firm and its FORTUNE 100 enterprise clientele.
He started his career at Chevron Corporation as a production and financial analyst for their U.S.
production company.
Mr. Shah earned a Bachelor of Arts in business economics from University of California, Santa Barbara, with a concentration in accounting.
Cargos activos de Jay Shah
Empresas | Cargo | Inicio |
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Empower Personal Wealth LLC
![]() Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Director Ejecutivo | 24/04/2017 |
One Finance, Inc.
![]() One Finance, Inc. Miscellaneous Commercial ServicesCommercial Services One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA. | Director/Miembro de la Junta | 03/03/2021 |
Edelman Financial Engines LLC
![]() Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Director Ejecutivo | 18/08/2023 |
Financial Engines Advisors LLC
![]() Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Director Ejecutivo | 18/08/2023 |
Antiguos cargos conocidos de Jay Shah.
Empresas | Cargo | Fin |
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Corefino, Inc.
![]() Corefino, Inc. Miscellaneous Commercial ServicesCommercial Services Corefino, Inc. provides outsourced accounting and finance services, including financial reporting, outsourced generally accepted accounting principles (GAAP), equity administration and audit readiness. The company was founded by Karen Watts in 2004 and is headquartered in Burlingame, CA. | Director de Operaciones | - |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Director Técnico/Científico/I+D | - |
E-LOAN, Inc.
![]() E-LOAN, Inc. Finance/Rental/LeasingFinance E-LOAN, Inc. provides mortgage banking services. Its services include home refinance, home equity loans, home purchase loans, auto loans, savings and CD’s and debt consolidation. The company was founded in 1997 and is headquartered in New York, NY. | Director Técnico/Científico/I+D | - |
Formación de Jay Shah.
University of California, Santa Barbara | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 7 |
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E-LOAN, Inc.
![]() E-LOAN, Inc. Finance/Rental/LeasingFinance E-LOAN, Inc. provides mortgage banking services. Its services include home refinance, home equity loans, home purchase loans, auto loans, savings and CD’s and debt consolidation. The company was founded in 1997 and is headquartered in New York, NY. | Finance |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Corefino, Inc.
![]() Corefino, Inc. Miscellaneous Commercial ServicesCommercial Services Corefino, Inc. provides outsourced accounting and finance services, including financial reporting, outsourced generally accepted accounting principles (GAAP), equity administration and audit readiness. The company was founded by Karen Watts in 2004 and is headquartered in Burlingame, CA. | Commercial Services |
Empower Personal Wealth LLC
![]() Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Finance |
One Finance, Inc.
![]() One Finance, Inc. Miscellaneous Commercial ServicesCommercial Services One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA. | Commercial Services |
Edelman Financial Engines LLC
![]() Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Finance |
Financial Engines Advisors LLC
![]() Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Finance |
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