Shakeel Lala

CEO at Marloo

Speaker

Shakeel Lala is co-founder and co-CEO of Marloo — the AI partner for the work that matters in financial advice. Marloo is the system of action that comes beyond the CRM: a single client conversation becomes a populated record, a finished advice document, and the next set of actions — the work the CRM was never built to do.

He built Marloo with the industry, working alongside 800 advisors before writing a single line of code. He's a qualified advisor and lives in NYC.