Vice President Wealth Management

Kunal Syngal

**** ***** ******, *******, ** *****

713-***-****

***********@*****.***

Professional Summary

Seasoned investment professional with 27+ years of experience. Expertise in UHNW Private Wealth Management. Well defined investment management process for helping clients achieve their short and long-term goals through an unparalleled approach to managing wealth. Licenses: Series 7, 63, 65 and Life

Experience

Bank of Texas Private Wealth Houston, TX September 2023 to present Vice President – Investment Manager

Comerica Securities, Inc. Houston, TX January 2022-October 2022 Sr. Financial Consultant

Oppenheimer & Co. Inc. Houston, TX October 2016-May 2020 Executive Director – Investments

Private Wealth Management & Institutional Fixed Income Sales UBS Financial Services Houston, TX February 2003-October 2016 Sr. Vice President – Investments

Private Wealth Management & Institutional Investment Group

● Business Development Officer responsible for acquiring, developing, and managing relationships with HNW and UHNW clients.

● Responsible for discovery, analysis, design and oversight of client’s portfolios and total picture of financial well-being.

● Implemented all investment strategies ranging from money managers, private equity firms, hedge funds and in-depth stock and bond selection when suitable.

● Brought in net new assets and revenue with successful marketing and fundraising campaigns for private wealth management.

Education

The University of Houston

BA, Finance December 1994