Thought Leader Profile

Jaidev Shergill

CEO, Bundle.com

Jaidev Shergill is founder and CEO of Bundle.com, a socially informed money-management company backed by Citi, Microsoft, and Morningstar. Bundle.com allows users to compare their spending and saving habits to other people like them (filtering age group, income range, household status, and zip code) and manage their money by connecting to all their financial accounts. Further, Bundle.com allows people to share their insights, savings tips, and other comments on Facebook, Twitter, and the Bundle.com site.

Prior to founding Bundle.com in 2009, Jaidev worked for Citigroup on the Growth Ventures and Innovation team. He was president and EVP of Citi Ventures, where he was responsible for equity investments and strategic venture partnerships with promising startup companies that could deliver value to customers.

Jaidev's experience at Citi also included the retail bank (Citibank), where he was head of the Segments Business in the North America Consumer Banking organization. He had the opportunity to develop an overall banking proposition, including product, marketing, and distribution for some of the fastest-growing areas in the business. He joined Citi in 2004.

Prior to Citi, Jaidev advised clients on M&A and private equity investments with Credit Suisse First Boston and Lansdowne Capital in London. Jaidev was involved in evaluating and executing deals across several industries, including telecom and healthcare in Sweden, France, and the UK.

Prior to Credit Suisse, Jaidev worked as a management consultant with First Manhattan Consulting Group in New York, with a focus on capital strategies and risk and profitability management. He worked with a variety of industries, ranging from automobile to equipment manufacturers and banks.

Jaidev started his career at First USA Bank, a Delaware-based credit card company, building cutting-edge risk management models.

Jaidev received his Bachelor of Science degree in Engineering at Northwestern University in Evanston, Illinois, and his MBA at INSEAD in Fontainebleau, France.

Speaker at FiRe 2011


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