Neal Engesetter Email & Phone Number | With over two decades of experience in the financial services industry, I have developed a comprehensive skill set and a deep understanding of asset management, client relations, and operational excellence. My career trajectory demonstrates a consistent pattern of growth, adaptability, and a commitment to delivering exceptional results in dynamic environments. Essential skills and strengths I bring to the table include: ● Asset Management: Extensive experience in managing front and middle office operations for various investment vehicles, including hedge funds, private equity, and REITs. ● Client Relationship Management: Proven ability to build and maintain strong relationships with high-net-worth clients, understanding their unique needs and providing tailored financial solutions. ● Operational Excellence: Track record of streamlining processes, ensuring regulatory compliance, and managing complex operational tasks across multiple financial domains. ● Financial Advisory: Expertise in providing comprehensive financial planning support and recommending appropriate products and services to meet client objectives. ● Problem-Solving: Adept at resolving complex client issues, researching unique needs, and coordinating operational support to deliver optimal solutions. ● Regulatory Compliance: In-depth knowledge of legal and regulatory requirements in the financial sector, ensuring adherence to high standards of business ethics.

Neal Engesetter

With over two decades of experience in the financial services industry, I have developed a comprehen...
Providence, Rhode Island, United States

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Neal Engesetter’s Email neal.engesetter@ubs.com

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Neal Engesetter’s Location Providence, Rhode Island, United States

Neal Engesetter’s Current Industry Ubs

Neal Engesetter’s Prior Industry Truist | Jpmorgan Chase | Bank Of America

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Finance Associate

2020-05-01 00:00:00 - Present

Senior Banker

2017-09-01 00:00:00 - 2020-05-01 00:00:00

Private Client Advisor

2010-05-01 00:00:00 - 2015-09-01 00:00:00

Broker Services Associate

2000-01-01 00:00:00 - 2006-03-01 00:00:00

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Neal Engesetter is a With over two decades of experience in the financial services industry, I have developed a comprehensive skill set and a deep understanding of asset management, client relations, and operational excellence. My career trajectory demonstrates a consistent pattern of growth, adaptability, and a commitment to delivering exceptional results in dynamic environments. Essential skills and strengths I bring to the table include: ● Asset Management: Extensive experience in managing front and middle office operations for various investment vehicles, including hedge funds, private equity, and REITs. ● Client Relationship Management: Proven ability to build and maintain strong relationships with high-net-worth clients, understanding their unique needs and providing tailored financial solutions. ● Operational Excellence: Track record of streamlining processes, ensuring regulatory compliance, and managing complex operational tasks across multiple financial domains. ● Financial Advisory: Expertise in providing comprehensive financial planning support and recommending appropriate products and services to meet client objectives. ● Problem-Solving: Adept at resolving complex client issues, researching unique needs, and coordinating operational support to deliver optimal solutions. ● Regulatory Compliance: In-depth knowledge of legal and regulatory requirements in the financial sector, ensuring adherence to high standards of business ethics.