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Neil Patel

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Neil Patel

Vice President, Treasury Solutions Officer | Independent Financial

Houston, Texas, United States

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Neil Patel

Summary

Neil Patel is a seasoned finance professional with extensive experience in treasury solutions and banking. Currently serving as Vice President and Treasury Solutions Officer at Independent Financial, he has a proven track record in managing client relationships and delivering customer-centric financial solutions. With a strong analytical background, Neil has successfully navigated various roles in major banking institutions, including Texas Capital Bank and Bank of America Merrill Lynch. His expertise spans cash management, credit, and commercial real estate financing, making him a valuable asset in the financial sector. Neil's dynamic approach and exceptional communication skills enable him to build lasting partnerships with clients, driving both efficiency and profitability. He is passionate about leveraging technology to enhance treasury services and is committed to continuous professional development. In his free time, he enjoys exploring new investment strategies and staying updated on financial market trends.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Neil Patel

Work Experience

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Vice President, Treasury Solutions Officer at

Independent Financial

October 2023 - Present

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Vice President, Treasury Solutions Officer at

Texas Capital

May 2021 - October 2023

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Vice President, Treasury Sales Officer at

Bank of America Merrill Lynch

January 2020 - April 2021

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AVP, Treasury Sales Officer at

Bank of America Merrill Lynch

June 2019 - January 2020

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AVP, Sr. Treasury Solutions Analyst at

Bank of America Merrill Lynch

July 2015 - June 2019

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AVP, Treasury Management Analyst at

Texas Capital

June 2012 - November 2014

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Treasury Management Associate at

Amegy Bank

August 2008 - June 2012

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Small Business Banker at

Amegy Bank

April 2007 - August 2008

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Treasury Analyst at

Geneva Mortgage

May 2006 - April 2007

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Co-Founder, Director of Marketing and Brand Management at

Sabasearch Com

August 2003 - June 2005

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Frequently Asked Questions about Neil Patel

What is Neil Patel email address?

Neil Patel's primary email address is **********@texascapitalbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Neil Patel work for?

Neil Patel is a Vice President, Treasury Solutions Officer at Independent Financial, a company specializing in Functions related to depository banking.

How can I directly contact Neil Patel?

To contact Neil Patel directly, you can use the email address **********@texascapitalbank.com. Complete contact information is available upon registration with Muraena.

Who is Neil Patel?

Neil Patel is a seasoned finance professional with extensive experience in treasury solutions and banking. Currently serving as Vice President and Treasury Solutions Officer at Independent Financial, he has a proven track record in managing client relationships and delivering customer-centric financial solutions. With a strong analytical background, Neil has successfully navigated various roles in major banking institutions, including Texas Capital Bank and Bank of America Merrill Lynch. His expertise spans cash management, credit, and commercial real estate financing, making him a valuable asset in the financial sector. Neil's dynamic approach and exceptional communication skills enable him to build lasting partnerships with clients, driving both efficiency and profitability. He is passionate about leveraging technology to enhance treasury services and is committed to continuous professional development. In his free time, he enjoys exploring new investment strategies and staying updated on financial market trends.

Neil`s contact details

mail

**********@texascapitalbank.com

****@ifinancial.com

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Fernando Gomez

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