Alpesh Patel Email & Phone Number
Managing Director, Private Wealth Advisor and Senior Portfolio Manager @ Rockefeller Capital Management
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Alpesh Patel Location
- Newport Beach, CA, US
Alpesh Patel Work
- 2021 -now Managing Director, Private Wealth Advisor and Senior Portfolio Manager @
- 2009 -2021 Managing Director Wealth Management @
- 2009 -2011 First Vice President @
- 2009 -2009 Managing Director @ Merrill Lynch Wealth Management
Alpesh Patel Education
- UC Irvine
Bachelor's degree (Economics)
1992-1997
Alpesh Patel Skills
- Banking
- Location Intelligence
- Disposition
- Asset Management
- Portfolio Management
- Commercial Banking
- Retirement
- Strategy
- Start Ups
- Entrepreneurship
- Business Strategy
- Private Equity
- Investments
- Mergers and Acquisitions
- Business Development
- Venture Capital
- Finance
- Emerging Markets
- Leadership
- Corporate Development
- Executive Management
- Hedge Funds
- Financial Services
- Management Consulting
- Corporate Finance
- Trading
- Investment Banking
- Business Planning
- Risk Management
- Strategic Planning
- Financial Markets
- Restructuring
- Valuation
- Due Diligence
- Broadcaster
- International Business
- Financial Modeling
- Economics
- Strategic Partnerships
- Derivatives Trading
- Joint Ventures
- Bloomberg
- Management
- Investment Management
- Funding
- Consulting
- Corporate Governance
- Wealth Management
- Financial Advisory
Alpesh Patel Summary
- Alpesh Patel, based in Newport Beach, CA, US, is currently a Managing Director, Private Wealth Advisor and Senior Portfolio Manager at Rockefeller Capital Management. Alpesh Patel brings experience from previous roles at Merrill Lynch and Merrill Lynch Wealth Management. Alpesh Patel holds a 1992 - 1997 Bachelor's degree in Economics @ UC Irvine. With a robust skill set that includes Banking, Location Intelligence, Disposition, Asset Management, Portfolio Management and more. Alpesh Patel has 2 emails and 2 mobile phone numbers on RocketReach.
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