Vineet Vermani

Experience

• Executive DirectorCurrent

  CIBC Private Wealth US · New York, United States

  Dec 2022 – Present

• Family Office Solutions Executive

  Bank of America Private Bank · New York, United States

  Feb 2008 – Dec 2022

  As Family Office Solutions Executive at Bank of America Private Bank, responsible for business development, strategic leadership, execution, and delivery of the Family Office platform. Made great inroads with an integrated Family Office Solutions and Consulting platform, and an industry leading delivery team of Family Office specialists and consultants. Planned and executed the successful conversion of ultra-high net worth clients to the new platform. Our results have established us as the enterprise Centre of Excellence for Family Office solutions. Sponsored and collaborated with internal and external partners to publish white papers in the family office space. Introduced our Treasury Management platform as a Private Bank offering. Automating processing grants for Bank of America’s Donor Advised Fund. Active member on Asian American Leadership Council (AELC), the COO Diversity and Inclusion committee, and the D&I Communications committee.

Education

• Rensselaer Polytechnic Institute — Master of Business Administration (MBA), Finance, General · 1994 – 1996
• Rochester Institute of Technology — Master of Science (MS), Engineering · 1989 – 1992

Skills