Naveen Agarwal Email & Phone Number
Managing Director, CFO - Merrill Wealth Management @ Merrill Lynch
Naveen Agarwal Location
New York, NY, US
Naveen Agarwal Work
- 2020 - now Managing Director, CFO - Merrill Wealth Management @ Merrill Lynch
- 2016 - 2020 Managing Director, CFO - Global Commercial Banking and Business Banking @ Bank of America
- 2012 - 2016 Managing Director, CFO - Asia Pacific Global Corporate and Investment Banking @ Bank of America
- 2011 - 2012 Head of Finance- Corporate Banking Coverage, Debt Products and Leasing @ Bank of America
- 2007 - 2011 CFO - Asia Pacific and India, Global Wealth Management @ Merrill Lynch
- 2006 - 2007 VP - Non Resident Indian Business Strategy and Development @ Citi
- 2004 - 2005 AVP - Insurance Product Management and Sales @ Citi
- 2001 - 2003 Manager - Non Resident Indian Business Planning and Analysis @ Citi
- 2000 - 2001 Asst Manager - Global Consumer Business Expense Planning and Analysis @ Citi
- 1998 - 2000 Asst Manager - Finance and Risk Management @ Salasar Stock Broking Ltd
Naveen Agarwal Education
- 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' School1992 - 1994
Naveen Agarwal Skills
- Risk Management
- Investment Banking
- Retail Banking
- Team Management
- Insurance
- Strategic Planning
- Microsoft Office
- Management
- South Asia
- Capital Markets
Naveen Agarwal Summary
Naveen Agarwal, based in New York, NY, US, is currently a Managing Director, CFO - Merrill Wealth Management at Merrill Lynch. Naveen Agarwal brings experience from previous roles at Bank of America and Bank of America Merrill Lynch. Naveen Agarwal holds a 1996 - 1999 A.C.A. in Accountancy, Managment, Economics, Tax @ The Institute of Chartered Accountants of India. With a robust skill set that includes Risk Management, Investment Banking, Retail Banking, Team Management, Insurance and more. Naveen Agarwal has 1 emails and 1 mobile phone numbers on RocketReach.
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