Naveen Agarwal Email & Phone Number

Naveen Agarwal Email & Phone Number

Managing Director, CFO - Merrill Wealth Management @ Merrill Lynch


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New York, New York, United States


  • Managing Director, CFO - Merrill Wealth Management @ Merrill Lynch
  • Managing Director, CFO - Global Commercial Banking and Business Banking @ Bank of America
  • Managing Director, CFO - Asia Pacific Global Corporate and Investment Banking @ Bank of America
  • Head of Finance- Corporate Banking Coverage, Debt Products and Leasing @ Bank of America
  • CFO - Asia Pacific and India, Global Wealth Management @ Merrill Lynch
  • VP - Non Resident Indian Business Strategy and Development @ Citi
  • AVP - Insurance Product Management and Sales @ Citi
  • Manager - Non Resident Indian Business Planning and Analysis @ Citi
  • Asst Manager - Global Consumer Business Expense Planning and Analysis @ Citi
  • Asst Manager - Finance and Risk Management @ Salasar Stock Broking Ltd


  • The Institute of Chartered Accountants of India

    A.C.A. (Accountancy, Managment, Economics, Tax)

    1996 - 1999
  • The Institute of Company Secretaries of India

    Intermediate (Company Law, Commercial Law, Taxation)

    1996 - 1998
  • University of Calcutta

    B.Com (Hons) (Accountancy, Costing, Business Management, Economics)

    1994 - 1997
  • Calcutta Boys' School

    1992 - 1994


  • Risk Management
  • Investment Banking
  • Retail Banking
  • Team Management
  • Insurance
  • Strategic Planning
  • Microsoft Office
  • Management
  • South Asia
  • Capital Markets

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