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Neelu Sarraf
Neelu Sarraf
Wealth Trust Advisor | Bank of America Private Bank
San Diego, California, United States
Neelu Sarraf
Summary
Neelu Sarraf is a seasoned Trusts and Estates Attorney with over 21 years of experience in the Private Wealth Management sector. Currently serving as a Wealth Trust Advisor at U.S. Bank Private Wealth Management in San Diego, California, Neelu has held prestigious positions at leading financial institutions including Bank of America and HSBC. With a strong academic background from Fordham University School of Law, specializing in Trusts and Estates, Neelu has developed a deep expertise in asset management, estate planning, and regulatory compliance. Her international experience spans across the UK and the US, equipping her with a unique perspective on cross-border fiduciary issues. Neelu's commitment to excellence is reflected in her strategic approach to managing high net worth clients' needs and navigating complex regulatory landscapes. She is known for her ability to translate intricate legal requirements into actionable business strategies, making her a valuable asset in any wealth management team.
Neelu Sarraf
Work Experience
Wealth Trust Advisor at
Us Bank Private Wealth Management
December 2022 - Present
Senior Vice President at
Bank of America Private Bank
February 2021 - Present
Head, Tax Transparency Regulations Advisory, HSBC Global Private Bank at
HSBC
March 2019 - February 2020
Tax Manager/Senior Tax Regulation Business Analyst at HSBC Private Bank Tax Department at
Hsbc Private Bank
August 2016 - July 2018
Senior Regulatory Business Analyst/Project Manager, HSBC FATCA and CRS Programme Management Office at
HSBC
August 2015 - August 2016
Vice President at
Merrill Lynch
April 2011 - March 2015
Senior Vice President, Regional Fiduciary Advisor for Western Division at
U.S. Trust
August 2004 - March 2011
Neelu Sarraf
Education
Fordham University School of Law, Jd
January 1998 - January 2001
University of California, Los Angeles, Bachelor Of Arts (B.A.), History
January 1992 - January 1996
Frequently Asked Questions about Neelu Sarraf
What company does Neelu Sarraf work for?
Neelu Sarraf is a Wealth Trust Advisor at Bank of America Private Bank, a company specializing in Real estate agents & managers.
Where Neelu Sarraf graduated from?
Neelu Sarraf holds a degree in Trusts And Estates from Fordham University School of Law.
Who is Neelu Sarraf?
Neelu Sarraf is a seasoned Trusts and Estates Attorney with over 21 years of experience in the Private Wealth Management sector. Currently serving as a Wealth Trust Advisor at U.S. Bank Private Wealth Management in San Diego, California, Neelu has held prestigious positions at leading financial institutions including Bank of America and HSBC. With a strong academic background from Fordham University School of Law, specializing in Trusts and Estates, Neelu has developed a deep expertise in asset management, estate planning, and regulatory compliance. Her international experience spans across the UK and the US, equipping her with a unique perspective on cross-border fiduciary issues. Neelu's commitment to excellence is reflected in her strategic approach to managing high net worth clients' needs and navigating complex regulatory landscapes. She is known for her ability to translate intricate legal requirements into actionable business strategies, making her a valuable asset in any wealth management team.
Neelu`s contact details
Colleagues
Private Client Advisor, Senior Vice President
Private Client Advisor, Managing Director
Private Client Advisor, SVP
Managing Director, Business Strategy and Initiatives Executive
Private Client Advisor, Senior Vice President
Vice President, Private Banker - The Private Bank
Senior Vice President
Senior Vice President, Private Client Advisor
Private Client Advisor, Senior Vice President
SVP, Private Client Manager