2016 -
2019 Vice President Wealth Strategist - Investments @
2010 -
2016 Vice President, Portfolio Construction @
2006 -
2009 Associate @
2004 -
2005 Research Analyst @ Ashbridge Investment Management
2003 -
2004 Assistant Portfolio Manager @
Ankur Patel Education
Drexel University's LeBow College of Business
Bachelor of Science, Business Administration (Concentration In Economics, Finance And Accounting)
2001
-
2006
Ankur Patel Summary
Ankur Patel, based in Monroe Township, NJ, US, is currently a VP of PWM Investments at Ellevest. Ankur Patel brings experience from previous roles at Ellevest, Lenox Wealth Advisors, Credit Suisse Private Banking - Assets & Investments and BlackRock. Ankur Patel holds a 2001 - 2006 Bachelor of Science, Business Administration in Concentration In Economics, Finance And Accounting @ Drexel University's LeBow College of Business. Ankur Patel has 4 emails and 2 mobile phone numbers on RocketReach.
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