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.
Senior Vice President, Private Client Advisor
Rahul Tandan is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Houston, Texas. Rahul works closely with high-net-worth individuals, families, and institutions to design and implement customized strategies to help pursue their financial goals. His team’s client-centered approach guides individuals and business owners through a broad range of investment, wealth structuring and specialized credit and banking services. Committed to each client’s well-being, Rahul builds lasting relationships grounded in ongoing diligence, service, and responsiveness. He offers the one-on-one attention of a focused relationship, strengthened by a broader team and access to a wide range of resources, capabilities and specialists within the Private Bank.
Rahul starts by learning the priorities, values and goals of each client. He centers his work around what is most important to each individual or family, advancing steady progress toward clear objectives, and refines his approach based upon the dynamic interplay of each client’s personal and professional circumstances. A veteran team leader, he is skilled in directing effective communication and collaboration across the Bank of America enterprise. In addition to traditional disciplines, such as investment management, trust and estate planning services, banking and philanthropy, Rahul is adept in providing customized lending and financing for a vast range of needs.
Prior to joining the Private Bank, Rahul served in Bank of America’s Business Banking and Merchant Services areas. Previously, he was a regional sales manager at Encore Payment Solutions, an industry leading technology provider of procurement solutions, and a commercial banker for one of the largest banks in the world.
He earned his Bachelor in Business Administration in Management from the University of Texas at Arlington. Rahul has also completed the Business Mastery Program at Bank of America, in 2017, which gave him a certification in Treasury Management and business Credit Solutions.
In his free time, Rahul enjoys spending time with his family, traveling and playing golf. Rahul is also imbedded in the golf community around the USA via different social networks and groups. Rahul’s passion in life is building lasting relationships and delivering an open line of communication to his friends, family and clients.
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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.