Sameer Munshi
Sameer Munshi is a Manager at EY Consulting, focused on the Wealth & Asset Management sector for the past 5 years. He has advised large financial services firms on strategy, business transformation, and digital product management in the financial planning, goals-based wealth management, and financial wellness topic areas. Prior to EY, Sameer earned his MBA from Cornell University after spending four years at Bank of America Merrill Lynch. He originally started his career in sales after earning his bachelor’s degree in business management from the University of Maryland, College Park. Sameer lives in the NYC area with his wife Allison, 2-year old son Jackson, and mini-goldendoodle Riggins. He enjoys wine tasting, acoustic guitar, and playing golf, though he is a self-proclaimed master of none.
