Summary
Jay Shah is a fintech and consumer marketplace executive and advisor based in San Francisco with a 25+ year track record of leading technology, operations, and strategy across startups and large financial services firms. He served as CEO of Edelman Financial Engines and Personal Capital, scaling product, data, and engineering organizations while sitting on boards and advising firms like Ellie Mae and One. His background blends CIO/CTO experience with operating CEO roles, giving him rare fluency in scaling engineering teams, data-driven product development, and regulatory-sensitive financial systems. Active in data science and AI for real-world products, he brings a practitioner’s perspective on turning analytics into customer-facing value. He holds a BA in Business Economics from UC Santa Barbara and completed executive innovation training at Stanford GSB. A less obvious strength is his continuity across roles—from hands-on technology leadership to the CEO suite—enabling rapid alignment between technical execution and business outcomes.
8 years of coding experience
11 years of employment as a software developer
Customer-Focused Innovation Program, Customer-Focused Innovation Program at Stanford University Graduate School of Business
BA Business Economics concentration in Accounting, BA Business Economics concentration in Accounting at UC Santa Barbara