Harsh S. Agarwal
- Role
- Managing Director at Bank of America
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Experience
Managing Director
Jan 2022 — Present
Harsh is responsible for growing market share and strategic direction of Family Office solutions. These solutions include multi-custodian consolidated investment reporting, integrated general ledger capabilities, treasury and bill pay management services, and advisory services related to formation, ongoing governance, and transition of family offices. With innovative, sophisticated, and cutting-edge services, Harsh and his team help guide families to achieve a more meaningful future that can last several generations.
Education
University at Buffalo
Bachelor's Degree, University Honors College - Computer Science and Business Management
2011 — 2015
Southern Methodist University
Certificate Program in Financial Planning, Financial Planning and Services
2021 — 2022
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