Dimple Shah is executive vice president, strategy & client experience at Osaic, one of the nation's largest providers of wealth management solutions. She has over 20 years of industry and executive experience across publicly traded, mid-cap, and Fortune 500 companies. Prior to Osaic, she held leadership roles at LPL, Marsh & McClennan, Hewlett-Packard, PayPal, and Oliver Wyman.
From young values-driven professionals to rising financial decision-makers and individuals navigating life transitions, reaching women clients today demands an authentic and insight-driven approach.
