Urmil Samir Shah

New York, NY, USA

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About
M.S. Finance candidate with experience in valuation, diligence, and portfolio performance analysis. Developed advanced financial models and improved reporting accuracy in analyst roles. Detail‑oriented, analytical, and comfortable operating under tight deadlines. Interested in transaction execution, financial analysis, and client‑facing work. 
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2 months

Of being an active member on CapSource

12

Completed Courses

0

Mentor experiences

Employment History
Education

Finance, General

Fordham University

Class of 2026

Professional Artifacts

Programs (0)

Title Organization Type Managers End Date

Projects (0)

Title Organization Type Managers End Date
Topics of Interests
Reporting, Financial Planning & Analysis
Industry Expertise
Finance
Skills & Expertise
Brand architecture and archetypes contacting SBA SIBC Data Collection Executive Interview Skills government grant Licensing and discolusre requirements Mechanical Design and Modeling Rapid Prototyping SEC/FINRA advertising rules for advisors soft skills Statistics Writing