Rupal Shah is a Principal and the Head of PGIM Fixed Income Insurance Client Advisory. Rupal partners with the Head of Insurance Solutions to drive PGIM’s third-party insurance efforts and grow their third-party insurance footprint. Her responsibilities include business development, client service and product strategy to ensure our product set fits appropriately into insurers’ nuanced requirements. She is also tasked with ensuring PGIM has the technology and resources to sufficiently service their insurance clients. She joined PFI from JP Morgan Chase in 2014 where she managed strategy for two years for Chase Private Client, the affluent arm of the retail bank.
Prior to that role, she was a senior client relationship manager at Goldman Sachs Asset Management and worked with large market corporate pension plans and GSAM’s strategic partnership clients. She spent 9 years at Goldman Sachs in various roles prior to joining JPMC. She received a BS from Rutgers Business School Honors Program in 2002 with majors in Finance and MSIS and an MBA in 2009 from The Stern School of Business, NYU with a concentration in Corporate Finance and Financial Markets.
She serves as the Treasurer and Board Member of IWIN, The Insurance Women’s Network and has spent the past two decades working on boards of various charitable organizations including Junior Achievement, New Eyes for the Needy and Essex County Family Justice. She helped drive each of their missions, was integral to the growth of the organizations and their respective social media platforms. Currently, she serves as Co-Head, Vice President and Board Member of Orphan Life Foundation (OLF), which is a charity that aids in various educational and non-educational programs for the betterment of orphans in countries such as Burkina Faso and India.
This past year, OLF facilitated manufacturing and delivering desks to an orphanage in India and purchasing and delivering bikes to an orphanage in Burkina Faso. OLF has also installed a water filtration system and offered HIV and AIDS medical testing services to the same orphanages in Burkina Faso. Rupal is currently working with OLF to implement a mentoring and educational program between local high schools, such as NBCS, in the United States and orphanages in Burkina Faso. In her free time, she enjoys running (successfully completing the NY Marathon three times) and 20 half marathons around the world, vacationing with her family, reading, and spending time with her Bernedoodle.