Investment Banking Rep
Contact: +1 2016736329; firstname.lastname@example.org
Neela possesses an expert-level understanding of accounting, tax, and legal aspects of capital markets, wealth protection and investment management.
Combining deep capital markets focused operating experiences, and expert knowledge of financial products, Neela strategizes with other highly respected professional to develop highly customized case-specific solutions for domestic and overseas issuers accessing private capital markets as well as, high income, mass-affluent, HNWI, and private businesses. She also works with closely held US public companies, family offices & GPs at hedge/private equity funds.
Neela has 20+ years of experience in financial planning and advisory, and in domestic and cross-border tax and risk control including running multi-jurisdictional capital market businesses. Earlier in her career, Neela managed teams involved in rolling out regulated entities in emerging markets, that went on to not only become market leaders but continue to execute landmark transactions in public and private equities across Asia Pac, Middle East & Africa.
Neela ranked Top 1% in both her undergrad and high school class and achieved first professional passes in her accounting certifications both from India (ICAI) and the US (AICPA). She is a licensed Securities Representative (S7/ 63), as an Investment Advisor Representative (S65), and holds life and health insurance licenses.