Neelesh Champaneri

Neelesh Champaneri

Chief Investment Officer
San Francisco, California, United States

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Work Experience

Wade Financial Advisory, Inc.

Chief Investment Officer

2017-01-01 - Present

Opes Advisors

Trader & Analyst

2014-01-01 - 2017-01-01

-

Founder / Co-Founder

2010-01-01 - 2014-01-01

aQuantive / Microsoft / Publicis (via acquisition)

Accountant

2008-01-01 - 2010-01-01

The Boeing Company

Financial Reporting & Consolidations

2005-01-01 - 2007-01-01

Skills

financial planning investment management tax planning & preparation financial advising financial services investing tax services

Languages

English