Finneo
Santosh Kumar is an experienced financial professional with an MBA in Finance from Sri Sathya Sai Institute of Higher Learning. Currently serving as AVP Advisory Services at Finneo since May 2023, Santosh is part of a tech-driven company that automates the mortgage broker industry using artificial intelligence for lender matching. Prior to this role, Santosh held positions including Senior Client Relationship Manager at Scotiabank, where responsibilities included developing sales pipelines and managing a portfolio of clients; Senior Account Manager - Mid Markets at BDC, focusing on financing and consulting; Relationship Manager at BMO Financial Group, recognized for performance excellence; and Vice President of Commercial Banking at YES BANK, overseeing business development and managing a significant commercial portfolio.
Finneo
Our process automates the CRE financing industry. From CIM creation to lender matching algorithm (using advanced data analytics and machine learning), our platform offers work flow efficiencies and cost savings. Finneo is an End-to-End technology platform for CRE Debt Placement and Management.We are the only software in the industry that isexclusively focused on debt management and placement. Our software allows the user to be in full control at all times during the entire life cycle of debt origination, placement and management.