Megh Duwadi

Megh Duwadi has a diverse work experience spanning several companies and roles. In 2023, they worked as an Independent Consultant at 201 Robo LLC. Prior to that, from 2020, they were a Co-Founder of Storyline, a SaaS and fintech startup focused on helping the "invoice economy" by eliminating bottlenecks associated with contract work. At Storyline, they were responsible for various tasks including product development, client acquisition, strategic partner cultivation, content marketing, positioning, and day-to-day operations.

Before joining 201 Robo LLC and Storyline, Megh worked at UBS. From 2018 to 2020, they held the position of Executive Director and Head of Strategic Development in the Private Wealth Management division. In this role, they managed business operations, cross-bank collaboration, executive support, and communications for the unit serving the largest clients in the US division. Megh also project managed the launch of an industry-leading business catering to family offices and organized events and conferences.

Prior to that, from 2016 to 2017, Megh served as Executive Director and COO/Head of Business Management for the West Division at UBS. Megh led the division's messaging, KPI-setting/tracking, and operational cadence. Megh collaborated with various teams on P&L optimization, talent management, crisis mitigation, and real estate strategy.

From 2015 to 2016, Megh held the position of Executive Director and Head of Growth in the Northwest Region at UBS. Megh was responsible for organic growth strategy, leading a team of 12 investment, lending, and planning specialists. Megh also served as the interim head of the $100M Silicon Valley market.

From 2012 to 2015, Megh worked as a Director in National Sales at UBS, where they managed firmwide marketing/sales communications, revenue campaign management, and internal/external product partnerships. Megh launched new portfolio management capabilities and a business development program.

Before joining UBS, Megh worked at Opera Solutions as a Business Analyst from 2005 to 2007. In this role, they provided management consulting services to financial services providers, including credit card issuers and investment banks.

Megh also worked at UBS as an Associate Director in Market Strategy & Development from 2007 to 2010. In this role, they managed projects related to strategic initiatives and supported the revenue transition of advisor businesses acquired post-financial crisis.

Overall, Megh Duwadi has gained extensive experience in various roles, including executive leadership, business development, strategic planning, operations management, and consulting.

Megh Duwadi earned an MBA from The University of Chicago Booth School of Business between 2010 and 2012. Their major areas of study were Finance, Strategic Management, and Entrepreneurship. Prior to that, from 2001 to 2005, they completed their Bachelor of Arts degree at Dartmouth College, majoring in Government and French. Before entering college, Megh attended Thomas Jefferson High School for Science and Technology from 1997 to 2001.

In addition to their academic qualifications, Megh Duwadi obtained certifications in the financial industry. Megh received the Series 66 - Investment Advisor certification from FINRA in September 2015. Additionally, in August 2015, they obtained the Series 7 - Registered Representative certification, also from FINRA.