Samir Lalvani is a seasoned professional with a proven track record in building new businesses and fostering collaboration across diverse teams. With a focus on executing successful growth strategies, he made significant contributions to the establishment of the U.S. Broker Dealer for Lloyds Bank, Lloyds Securities Inc. In this capacity, he played a pivotal role in developing business plans, recruiting top-notch talent, and implementing robust compliance and risk management frameworks. Samir has cultivated his professional expertise in various regions such as the U.S., U.K., Asia, and Australia, showcasing his versatility and global perspective.

Samir Lalvani, an ambitious individual, is poised to undertake advanced leadership positions, leveraging his extensive experience and skill set honed over the years. His educational background includes a BA in Economics from Brown University and an MBA in Finance from NYU Stern School of Business, providing him with a solid foundation to excel in the financial industry.

Throughout his career, Samir Lalvani has held key leadership roles in reputable organizations, including being the Head of Institutional Client Group at Lloyds Bank in North America, Head of Financial Institutions at Lloyds Bank North America, Deputy CEO for North America at ANZ, Managing Director at Lloyds Bank North America, Director at Citi, Director at Nabisco Foods Group, and Sales Manager at Procter & Gamble. These positions have equipped Samir with a wealth of experience, insights, and skills that have contributed to his professional growth and success.