Puneet Matta's Location
Mumbai, MH, IN
Puneet Matta's Work
- Head Of Wealth Management @ Credit Suisse
- Managing Director @ UBP
- CEO , India @ Robert Swan's 2041 Voyage for Cleaner Energy
- CEO Wealth Management , India @ Credit Suisse
- Country Business Manager , Citi Private Bank @ Citi India
- Head of Business Development @ Citi India
- Head of FIG @ Citi India
- Corporate and Investment Bank @ Citi India
Puneet Matta's Education
- The Institute of Chartered Accountants of India
Chartered Accountant (Accounts and Finance)
1985 - 1988 - Punjab University
Bachelor of Commerce (B.Com.) (Finance, General)
1982 - 1985 - The Lawrence School, Sanawar1973 - 1982
Puneet Matta's Skills
- Microsoft Word
- Management
- Marketing
- Credit Risk
- Research
- Private Equity
- Investments
- Business Development
- Investment Banking
- Business Strategy
Puneet Matta's Summary
Puneet Matta, based in Mumbai, MH, IN, is currently a Head Of Wealth Management at Credit Suisse, bringing experience from previous roles at UBP - Union Bancaire Privée, Aon, Credit Suisse and Citibank India. Puneet Matta holds a 1985 - 1988 Chartered Accountant in Accounts and Finance @ The Institute of Chartered Accountants of India. With a robust skill set that includes Microsoft Word, Management, Marketing, Credit Risk, Research and more, Puneet Matta contributes valuable insights to the industry. Puneet Matta has 3 emails and 2 mobile phone numbers on RocketReach.
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