Neha Lunia is an experienced financial services professional currently serving as an Executive Director at UBS since September 2023. Previously, Neha worked at Deutsche Bank from May 2021 to August 2023 as a Director and Vice President, focusing on KYC Operations and achieving significant operational milestones. Neha's expertise includes team leadership, strategic planning, and service delivery, exemplified by the rapid expansion of a KYC Operations team from inception to over 150 members within six months. Neha's prior roles include Associate Vice President at Wipro BPS, managing large-scale projects and processes for major investment banks, and earlier positions at J.P. Morgan and Deutsche Bank in settlements and reconciliations. Neha holds a Bachelor of Commerce degree in Financial Accounting from Bangalore University.
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UBS
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UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products, and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook. UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
