Santosh Kumar is an experienced financial professional with an MBA in Finance from Sri Sathya Sai Institute of Higher Learning. Currently serving as AVP Advisory Services at Finneo since May 2023, Santosh is part of a tech-driven company that automates the mortgage broker industry using artificial intelligence for lender matching. Prior to this role, Santosh held positions including Senior Client Relationship Manager at Scotiabank, where responsibilities included developing sales pipelines and managing a portfolio of clients; Senior Account Manager - Mid Markets at BDC, focusing on financing and consulting; Relationship Manager at BMO Financial Group, recognized for performance excellence; and Vice President of Commercial Banking at YES BANK, overseeing business development and managing a significant commercial portfolio.
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