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Who's Moving Where In Wealth Management? - CIBC PWM, BNY Mellon

Editorial Staff

5 September 2018

CIBC PWM
has named Dileep Surapaneni as senior wealth director, based in Menlo Park, CA. 

Surapaneni will report to regional president Thomas Fickinger and will be focused on BNY Mellon Wealth Management’s business development, concentrating on multi-jurisdiction individuals, founders and business transition strategies.

Prior to this role, Surapaneni was a vice president, private client advisor at US Trust. Before that, he was a regional sales manager in Merchant Services at Wells Fargo and has spent over 10 years in a variety of leadership roles within the consumer division of Bank of America.

Before entering the financial sector, he was an Aviation Boatswain’s Mate on the USS Peleliu.