Jaidev Shergill is CEO of Bundle and his Bundle spend type is Thrill Jockey. Newly married, he is constantly reminded of the importance of budgeting it's easy to get carried away with a wedding. He and his wife, Kristin, are now working on establishing their goals and money guidelines together.
Jaidev has spent most of his professional life in finance. Most recently he was working with Citigroup, where he was involved in developing and investing in innovative businesses and technologies that solved money-related issues for people. He has worked in investment banking, management consulting and consumer banking. Jaidev studied engineering at Northwestern University and has an MBA from INSEAD in France.
Phil Kim is CTO and his Bundle spend type is Alpha Shopper. Like many of his friends, Phil thinks he spends too much and saves too little. His personal spending vices are gadgets for himself, toys for his kids, entertainment (are poker losses an expense or an investment?), and flowers for his wife, who would very much appreciate it if Bundle can help him get his personal finances on track.
Phil has been working with web technology for over ten years, including digital initiatives for Major League Baseball, Thomson Reuters, and Google. He has a Bachelors and Masters degree in Computer Science from MIT and an MBA from Harvard Business School.
Mohamed Khalil is Director of Finance and Strategic Partnerships and his Bundle spend type is Thrill Jockey, which is quite appropriate given his love of dangerous hobbies and fast cars. His goal is to pay down his student loan debt in five years and buy a house with a garage. Or maybe just a garage.
Mo has an undergraduate degree from Princeton University and an MBA from Wharton. He was a management consultant at both First Manhattan Consulting Group and Novantas before working at Merrill Lynch and Citigroup in business strategy and new product development.