At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Praveen Rajasekhar
Senior Vice President, Private Client Advisor
Professional Profile
Praveen Rajasekhar is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Praveen works closely with high net worth individuals, families and institutions to address their complex financial needs and unique priorities. He takes a highly personalized approach to serving an accomplished client base, leveraging both local resources and national capabilities to advance client aims.
Praveen has spent his career advising corporations, clients and entrepreneurs, helping them capitalize on opportunities, identify potential efficiencies and helping grow and transfer wealth effectively. He has particular experience advising closely-held business owners, senior executives, multi-generational families, hedge fund and private equity principals, and nonprofit organizations.
Praveen leads a team of specialists, each of whom brings in-depth knowledge of a particular wealth discipline, such as investment management, credit, trust and estate planning services, banking services, philanthropy and non-profit services. Praveen looks to provide clients with the balanced information they need to make financial decisions.
Prior to joining Bank of America in 2016, Praveen was a Senior Business Banking Relationship Manager at Citizens bank and held roles in Business Banking, Premier Banking and Retail Banking leadership at Bank of America beginning in 2002. Praveen earned his B.B.A in Finance at California State University, Fullerton and a Master of Liberal Arts from Harvard University.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
