Anish Shah is a director at Marakon. He focuses on strategy and operating model work at wealth and asset management firms. Before joining 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 existing customers. Further, he led the customer experience function for the firm, focused on improving digital and live customer experience across critical touch-points.
Before heading Customer Engagement, Anish was COO and Head of Transformation for the Retirement, Investing & Savings and Asia-Pacific businesses. Additionally, he led several cross-functional efforts, including redefining the Financial Consultant role, introducing the role of Client Development Associates, and developing a value and potential driven segmentation of E*TRADE’s customer base.
Prior to 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.
MBA, Strategy and Finance, NYU Stern School of Business
MS, Mechanical Engineering, UCLA
BS, Engineering, Delhi University