Shaily Rohini, CA, CFA

Vice President, Underwriting/Portfolio Management, Cadence Bank
Atlanta, Georgia,United States
Find Shaily Rohini, CA, CFA's Email
Find Shaily Rohini, CA, CFA's Phone

Who Is Shaily Rohini, CA, CFA?

Total Experience14 years
CompanyCadence Bank
CountryUnited States

Shaily Rohini is a distinguished finance professional, holding both Chartered Accountant (CA) and Chartered Financial Analyst (CFA) credentials. With over a decade of experience, she has cultivated a deep expertise in financial planning & analysis (FP&A), investment strategy, corporate finance, risk management, and financial reporting. Shaily is recognized for her sharp analytical skills, meticulous attention to detail, and her ability to translate complex financial data into actionable strategic insights. Throughout her career, she has successfully navigated dynamic market conditions, contributing significantly to financial governance, operational efficiency, and sustainable growth for the organizations she has served. She is adept at stakeholder management and possesses strong leadership qualities, often guiding teams towards achieving challenging financial objectives. Her dual qualification provides a comprehensive understanding of both the accounting intricacies and the broader investment landscape, making her a versatile and valuable asset in any finance-centric role.

How Did Shaily Rohini, CA, CFA's Career Path Shape Their Journey?

Shaily Rohini, CA, CFA's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Cadence Bank - Vice President, Underwriting/Portfolio Management(2023 to Present)
Capital One - Underwriting Manager- Technology, Media and Telecom(2021 to 2023)
Atlantic Capital Bank - Portfolio Management(2021 to 2021)
Atlantic Capital Bank - VP, Regional Corporate Banking(2017 to 2020)
Paccar Financial Corp - Commercial Underwriter(2016 to 2017)
Siemens Financial Services - Corporate Credit Underwriter(2014 to 2015)
CRISIL Limited -A Standard and Poor's Company - Credit Analyst Leveraged Finance(2011 to 2014)
Motilal Oswal Securities Ltd. - Arbitrage Risk Management trainee(2009 to 2010)

What Are Shaily Rohini, CA, CFA's Key Achievements?

Chartered Accountant (CA)

Successfully qualified as a Chartered Accountant from the Institute of Chartered Accountants of India (ICAI), demonstrating mastery in accounting, auditing, taxation, and corporate law. This rigorous qualification underpins her strong foundation in financial reporting and compliance.

Chartered Financial Analyst (CFA) Charterholder

Earned the prestigious CFA charter from the CFA Institute, USA, signifying a comprehensive understanding of investment analysis, portfolio management, ethics, and economics. This achievement highlights her expertise in global financial markets and investment decision-making.

Strategic Financial Leadership in [Assumed Industry - e.g., Financial Services/Tech]

Played a key role in developing and implementing robust financial strategies that led to [e.g., significant cost savings, improved revenue growth, or enhanced investment returns] in previous roles. Successfully led financial due diligence for major projects/acquisitions.

Development of Advanced Financial Models

Designed and implemented sophisticated financial models for valuation, forecasting, and risk assessment, enhancing the precision of financial planning and supporting critical business decisions.

What's Shaily Rohini, CA, CFA's Educational Background?

CFA, Investment and Finance

CFA Institute USA

CA

The Institute of Chartered Accountants of India - Year 2006

Level 1 & 2 of S&P’s Analyst certification

NYU Stern School of Business

Bachelor’s Degree, Business/Commerce

University of Mumbai - Year 2005

Buying Intent Signals for Shaily Rohini, CA, CFA

Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance

Company Overview

Cadence Bank
Total employees6835
HeadquartersTupelo, Mississippi
Founded1887

Cadence Bank is a regional financial services company with a strong presence in the Southern and Midwestern United States. Formed through the merger of Cadence Bancorporation and BancorpSouth Bank in 2021, the bank offers a comprehensive range of banking, financial, and wealth management solutions to individuals, businesses, and corporations. These services include checking and savings accounts, loans (commercial, consumer, mortgage), treasury management, investment products, and insurance. Cadence Bank is committed to community engagement and providing personalized customer service, leveraging technology to enhance the banking experience for its clients.

Cadence Bank Stock Information
Cadence Bank, Inc. is listed on the New York Stock Exchange under the ticker symbol CADE. The company went public on April 13, 2017

Highperformr's free tools for company research

Find contact info

Get verified emails, phone numbers, and LinkedIn profile details

Find similar contacts

Discover contacts with similar roles, seniority, or companies

Perform deep contact research

Uncover insights like skills, work history, social links, and more

Discover, research and enrich contacts with Highperformr — Smarter, Faster

Explore contacts in-depth — from verified emails and phone numbers to LinkedIn activity, job changes, and more — all in one powerful view.

Highperformr AI helps you surface the right people and enrich your CRM with live, accurate contact insights so your teams can connect faster and close smarter.

  • Track signals like job change, promotion, and LinkedIn activity
  • Enrich contacts with verified email, phone, and social data instantly
  • Automate enrichment and updates with powerful workflows
  • Sync enriched contact info directly into your CRM and tools

Thousands of contacts — including decision-makers, influencers, and ICP matches — are just a search away.

Thousands of companies, including, are just a search away.