Neeraj Agarwal

Neeraj Agarwal is a highly skilled financial services professional with almost a decade of industry experience across different roles. He possesses a strong background in financial and management reporting across diverse industries such as financial services, retail, and manufacturing. Neeraj's passion for customer and stakeholder delivery is evident in his work, where he is always striving to achieve operational excellence and offer value to his clients. He holds professional certifications from the CFA® Institute and the Institute of Chartered Accountants of India.

Neeraj has a Master of Business Administration (MBA) with a career concentration in Corporate Finance from the University of North Carolina at Chapel Hill—Kenan-Flagler Business School, a Company Secretary degree, and a Chartered Accountant degree from the Institute of Chartered Accountants of India. His educational qualifications are matched by extensive practical experience and a strong track record of delivering results.

Throughout his career, Neeraj has built an impressive list of accomplishments that speaks to his range, leadership, and problem-solving abilities. He thrives in high-stress, fast-paced, and ever-changing environments, always seeking the next challenge and milestone.

Organizations he has worked for include Capital One, Amundi Smith Breeden, Bank of America, Macquarie Group, Gupta Garg & Co., and Kejariwal Lalit & Co. His skills include extensive financial knowledge and theory, strong analytical abilities, and a global outlook that enables him to work seamlessly across cultures and countries.