Vennela M

Vennela M has over 15 years of experience in the financial services industry, working with prestigious wealth management companies and banks. Currently, they serve as an Executive Director at Waterfield Advisors, India's leading Multi-Family Office and Wealth Advisory firm. In this role, Vennela provides guidance to clients on risk management, wealth management, business advisory support, succession planning, and legacy planning.

Prior to their current position, Vennela worked at Standard Chartered Bank, where they held various roles including Director, Branch Manager - Large Branch, and Branch Manager. Vennela also gained experience at IndusInd Bank as Branch Head, Deputy Vice President, Area Head Exclusive Banking, and Partner-Exclusive Banking.

Earlier in their career, Vennela worked at HDFC Bank as an Imperia Relationship Manager-Banking/Portfolio Manager and Preferred Relationship Manager. Vennela also held a managerial role at SPRISM Investment Services Pvt. Ltd. as Manager - PCS (Private Clientele/HNI).

Overall, Vennela M's work experience demonstrates their expertise in wealth management, risk management, and business advisory support in the financial services industry.

Vennela M completed a Master of Business Administration (MBA) degree in Finance & Marketing from ICFAI Business School (IBS). No further information regarding the start or end year of this educational experience is provided.