Chief Executive Officer

Neel joined AssetBook in 2013 as a Project Manager and then moved into the role of Chief Operations Officer in 2015. His responsibilities expanded naturally into all of our departments as both a leader and an instrumental resource to each of our teams. Neel’s experience in driving operational excellence, fostering innovation, along with his sound leadership style made his transition to the CEO position an easy decision. He started his career as a Business Analyst in the Office of the CIO at JPMorgan Chase. After three years of service, he was introduced to the Financial Technology (FinTech) industry where he pursued consulting local Financial Advisory firms on technology implementation and CRM development. Neel takes a doctoral approach to solving the daily challenges advisors face through assessment, diagnosis, treatment, and prevention. He values working hard, working smart, and working as a team.

A University of Delaware alum, Neel continues his nutrition and fitness education on a regular basis. He can be found in the gym, on the courts, or in the stands cheering for the Philadelphia Eagles.