Senior Investment Analyst
Neel Hasan is a Senior Investment Analyst for Cetera Investment Management. In this role, he reviews Cetera publications, leverages his account management and advisory services background to evaluate investment processes, and analyzes the performance of recommended funds and investment portfolios. Additionally, he oversees global allocation, municipals, and short duration bond funds.
Neel has more than 5 years of industry experience. Prior to joining Cetera Investment Management, he worked as an account executive in the short duration and money market fund business, working with Fortune 500 and multinational corporations to assist institutional treasury teams with their short-term investment needs. Neel began his career with Bank of America Merrill Lynch. There, he held several positions within investment services, their elevated trade desk, and finally as a financial solutions advisor.
Neel graduated from The University of Arizona with degrees in Finance and Business Economics and holds Series 7 and 63 securities registrations. He is also a CFA Level III Candidate.