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Neil Patel
Neil Patel
Vice President, Treasury Solutions Officer | Independent Financial
Houston, Texas, United States
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.
Neil Patel
Work Experience
Vice President, Treasury Solutions Officer at
Independent Financial
October 2023 - Present
Vice President, Treasury Solutions Officer at
Texas Capital
May 2021 - October 2023
Vice President, Treasury Sales Officer at
Bank of America Merrill Lynch
January 2020 - April 2021
AVP, Treasury Sales Officer at
Bank of America Merrill Lynch
June 2019 - January 2020
AVP, Sr. Treasury Solutions Analyst at
Bank of America Merrill Lynch
July 2015 - June 2019
AVP, Treasury Management Analyst at
Texas Capital
June 2012 - November 2014
Treasury Management Associate at
Amegy Bank
August 2008 - June 2012
Small Business Banker at
Amegy Bank
April 2007 - August 2008
Treasury Analyst at
Geneva Mortgage
May 2006 - April 2007
Co-Founder, Director of Marketing and Brand Management at
Sabasearch Com
August 2003 - June 2005
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
**********@texascapitalbank.com
****@ifinancial.com
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