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Nancy Shah

Corporate Strategy Executive Director at Wells Fargo

New York, New York

Overview 

Nancy Shah is a seasoned strategist and investor with a background at prestigious firms like McKinsey, JP Morgan Chase, and Accenture, currently serving as the Corporate Strategy Executive Director at Wells Fargo. With experience in executive leadership, business analysis, financial modeling, and strategic planning, she has successfully navigated roles in digital strategy, analytics, and management consulting, showcasing a track record of driving business transformation and organizational development. Shah's career highlights include roles as an Engagement Manager at McKinsey & Company and an Executive Director at JPMorgan Chase & Co., demonstrating her expertise in leading teams and executing impactful business strategies in the financial sector.

Work Experience 

  • AI and Innovation Leader

    2025 - Current

  • Corporate Strategy Executive

    2023 - 2025

    - Established and professionalized the corporate strategy operating model, organization structure and scope of services offered - Conducted market and competitive assessments for the enterprise and business lines to guide the annual strategic planning process - Provided the Operating Committee with regular updates on relevant market topics (e.g., competitor AI applications, fintech disruption signals, venture investment insights)

Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

  • Limited Partner

    2022

    Everywhere XX (The Fund XX) is an early stage VC fund investing in women-led businesses across the U.S., powered by a community of founders and operators. Learn more at https://thefund.vc.

  • Angel Squad Member

    2022

    Investing with Hustle Fund

  • Founder

    2020 - 2023

    - Founded a startup to democratize wealth building through automated financial planning, financial literacy gamification and delivery of personalized insights through a mobile wealth planning app - Conducted outreach to venture capital investors and accelerators to obtain funding

  • Digital Strategy and Analytics Executive Director

    2017 - 2020

Morgan Health is the healthcare investment arm of JPMorgan Chase.

  • Engagement Manager, MGI Fellow

    2011 - 2016

    - Developed three to five year growth strategies, including initiative development, impact sizing, prioritization and implementation planning, for Fortune 500 clients - Evaluated mergers and acquisitions for consumer goods, financial services and healthcare companies across multiple geographies, identifying synergies and developing the value capture plans

McKinsey Growth Tech serves leading growth stage tech players, venture capital, and growth private equity

  • Senior Manager

    2005 - 2011

    - Developed target operating models to handle future growth and create efficiencies for leading US, Canadian and European financial institutions - Designed and implemented consumer and commercial banking, loan origination and fulfillment platforms to achieve scale and automate workflows for top US financial institutions - Managed large scale process and IT transformation teams across multiple geographies with up to 60 FTE

Accenture Ventures is a venture capital firm arm of Accenture, delivers innovative solutions with strategic partnerships and investments.

  • Management Associate, Private Wealth Credit Analyst

    2002 - 2005

    - Underwrote personal, commercial, real estate and construction loans for Private Client Services

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