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Parth Shah, Cfa
Vice President at Morgan Stanley
Chartered Financial Analyst (CFA) with finance expertise.
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Location
Baltimore, Maryland, United States, US
Languages
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English Native or bilingual proficiency
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Spanish Professional working proficiency
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Gujarati Native or bilingual proficiency
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Hindi Full professional proficiency
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Urdu Professional working proficiency
Skills
- Foreign Languages
- Finance
- Accounting
- Python
- Microsoft Office
- Show all
Bio
Generated by
Topline AI
Parth Shah is a seasoned finance professional with 6+ years of experience in the financial industry, holding various leadership roles at Morgan Stanley. He is proficient in multiple languages and holds a Chartered Financial Analyst (CFA) designation.
Credentials
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Series 24 - General Securities Principal Examination
FINRA (Financial Industry Regulatory Authority)Mar, 2018- May, 2026 -
Series 9 - General Securities Sales Supervisor - Options Module Examination
FINRA (Financial Industry Regulatory Authority)Dec, 2017- May, 2026 -
Series 10 - General Securities Sales Supervisor - General Module Examination
FINRA (Financial Industry Regulatory Authority)Nov, 2017- May, 2026 -
Series 66- Uniform Combined State Law Examination
Financial Industry Regulatory Authority (FINRA)Aug, 2015- May, 2026 -
Series 7- General Securities Representative
Financial Industry Regulatory Authority (FINRA)Jun, 2015- May, 2026 -
Chartered Financial Analyst (CFA)
CFA Institute
Experience
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Vice President
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Aug 2017 - Present
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Education
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University of North Carolina at Greensboro
Bachelor of Science (BS), International Business and Economics
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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