Neil Patel Email & Phone Number
Vice President, Treasury Solutions Officer @ Independent Financial
5 free lookup(s).
Neil Patel Location
- Houston, TX, US
Neil Patel Work
- now
- 2020 - 2021 Vice President, Treasury Sales Officer @
- 2019 - 2020 AVP, Treasury Sales Officer @
- 2008 - 2012 Treasury Management Associate @
- 2007 - 2008 Small Business Banker @
- 2023 - now Vice President, Treasury Solutions Officer @ Independent Financial
- 2021 - 2023 Vice President, Treasury Solutions Officer @
- 2012 - 2014 AVP, Treasury Management Analyst @
- 2015 - 2019 AVP, Sr. Treasury Solutions Analyst @
- 2006 - 2007 Treasury Analyst @ Geneva Mortgage Group
- 2003 - 2005 Co-Founder, Director of Marketing and Brand Management @ SABAsearch.com
Neil Patel Education
- New York University
Bachelor of Arts
2011 - New York University
Bachelors (Economics, International Relations)
2007 - 2011 - East China Normal University 2009
- East China Normal University
(Economics, Politics)
2009 - 2009 - College of Arts and Sciences
- J.P. Stevens High School
- J.P Stevens Hs
Neil Patel Skills
- Banking
- Financial Analysis
- Cash Management
- Finance
- Credit
- Treasury Management
- Investments
- Portfolio Management
- Loans
- Project Management
- Forecasting
- Analysis
- Cash Flow
- Accounting
- Business Analysis
- Treasury Services
- Real Estate Development
- Property Management
- Due Diligence
- Commercial Real Estate
- SPIN Selling
- Customer Centric Solutions
- Merchant Card Processing
- Merchant Services
- Treasury
- Liquidity Management
- Bank Relationship Management
- Global Cash Management
- Liquidity Solutions
- Analytical Skill
- Services
- Investment Banking
- Financial Modeling
- LBO
- Valuation
- Bloomberg
- IPO
- Equities
- Mergers and Acquisitions
- Corporate Finance
- DCF
- Capital Markets
- Capital IQ
- Economic Research
- FINRA
- Bloomberg Terminal
- Equity Research
- M&a Modeling
- Stata
- Analytics
- Economics
- VBA
- Credit Analysis
- Mergers
- Fixed Income
- Leveraged Finance
- SQL
- Machine Learning
- Data Science
- Python
- NumPy
- R
- PostgreSQL
- Presto
- Business Strategy
- Strategic Planning
- Product Management
- Business Analytics
- Data Analysis
- Statistics
- Operations Management
Neil Patel Summary
- Neil Patel, based in Houston, TX, US, is currently a Vice President, Treasury Solutions Officer at Independent Financial. Neil Patel brings experience from previous roles at SouthState Bank, Bank of America Merrill Lynch and Amegy Bank. Neil Patel holds a Bachelor of Arts @ New York University. With a robust skill set that includes Banking, Financial Analysis, Cash Management, Finance, Credit and more. Neil Patel has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Independent Financial Employees
Gregory Welch
Regional President
Colorado Springs, CO, US
Kevin Fowler
Senior Vice President
Rockwall, TX, US
Gail Kriske
Director of Deposit Strategy
Plano, TX, US
Philip Mortimer
Senior Vice President - Energy Finance
Texas, United States
Daniel Neely
SVP Sales Manager - Treasury Management
Houston, TX, US
Brett Walker
Senior Vice President - Commercial Real Estate
The Colony, TX, US
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