Neil Thobani is an accomplished professional with extensive experience in client services and financial advisory roles. Currently serving as Associate Vice President of Client Services at SmartFinancial since March 2019, Neil has successfully directed teams to meet client objectives and drive organizational growth. Previous roles include First Vice President Financial Advisor at Wells Fargo Advisors, where Neil provided comprehensive financial strategies, and Associate Financial Advisor at Morgan Stanley, focused on client relationship management and financial planning. Earlier experience includes internal sales and support roles at Capital Companies Group. Neil holds a Bachelor of Arts in Business Finance from California State University, Fullerton.
Sign up to view 0 direct reports
Get started
This person is not in any teams