Amit Patel Email & Phone Number
Operations Manager @ Xponance, Inc.
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Amit Patel Location
- Medford, NJ, US
Amit Patel Work
- 2024 -now Operations Manager @
- 2018 -2023 Director of Operations @ Karani Asset Management
- 2015 -2018 Operations Associate @ Lagoda Investment Management L.P
- 2013 -2015 Analyst @ Conifer Financial Services
- 2013 -2013 Servicing Systems Analyst (SSG) @ PHH Mortgage
- 2007 -2012 Senior Portfolio Accounting @ Citi, Global Transactions Services
- 2006 -2006 Finance Internship @ Lincoln Financials - Sagemark Consulting
Amit Patel Education
- Rutgers University
BS (Finance)
2005-2007 - Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor's degree (Finance)
2005-2007
Amit Patel Skills
- Auto
- Writing
- World Class
- PowerPoint
- Consulting
- Sears
- Accounting
- Obtain
- Jersey
- Adobe
- Fixed Income
- Bonds
- Yahoo
- Insurance
- Fund Administration
- Windows
- Portfolio Management
- Tax
- Derivatives
- Customer Satisfaction
- Investments
- Bloomberg
- Business Services
- Education
- Finance
- Expert User
- Fund Accounting
- Circuits
- Financial Services
- County
- Mutual Funds
- Workshops
- Outlook
- Business Administration
- Microsoft Access
- Microsoft Word
- Stocks
- Microsoft Excel
- Training
- Circuit
- Management
- Automobile
- Design
- Research
- Corporate Actions
- Willow
- Computer Proficiency
- Hedge Funds
- Responsibility
- Securities
- Equities
- Cash Management
- Prime Brokerage
- Financial Analysis
- Wealth Management
Amit Patel Summary
- Amit Patel, based in Medford, NJ, US, is currently a Operations Manager at Xponance, Inc.. Amit Patel brings experience from previous roles at Karani Asset Management, Lagoda Investment Management L.P, Conifer Financial Services and PHH Mortgage. Amit Patel holds a 2005 - 2007 BS in Finance @ Rutgers University. With a robust skill set that includes Auto, Writing, World Class, PowerPoint, Consulting and more. Amit Patel has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Xponance, Inc. Employees
Amit Patel
Operations Manager
Medford, NJ, US
Raul Estevez
CEO
Fort Lauderdale, FL, US
Cameron McLennan
Senior Portfolio Manager
Durham, NC, US
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