Monty Joshi

Monty Joshi, CFA, CFP, currently serves as the VP of Finance and Strategy at MerQube, where responsibilities include overseeing financial activities and securing resources for growth. Joshi has extensive experience in finance, having held advisory roles at Transcend AI LLC and positions such as Head of Public Investments at Compound Financial, Chief Investment Officer at Optimal Asset Management, and Founder of Concordance Consulting. Additionally, experience includes a director role at Valence Energy, where Joshi negotiated the company's acquisition, and an investment consultant position at Alan Biller and Associates, advising institutional clients. Educational qualifications include an MBA from the University of California, Berkeley, and a BS in Economics from the University of Chicago.