Avanee Patel Email & Phone Number
Managing Director @ Citi
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Avanee Patel Location
- Washington, DC, US
Avanee Patel Work
- 2025 -now Managing Director @
- 2013 -2026 Director, Private Banker, Citi Law Firm Group @
- 2009 -2013 Associate Banker-Vice President, Law Firm Group @
- 2006 -2009 Project Manager-Office of the General Counsel @
- 2004 -2006 Vice President, Smith Barney Legal @ Citigroup Global Markets, Inc.
Avanee Patel Education
- Fordham University
MBA (Finance)
- Northeastern University
BS (Political Science)
- University of Sussex
MA (Human Rights)
Avanee Patel Skills
- Investments
- Portfolio Management
- Finance
- Wealth Management
- Relationship Management
- Risk Management
- Asset Management
- Series 7
- Private Banking
- Asset Allocation
- Credit
- Marketing Strategy
- New Business Development
- Client Development
- Maintaining Strong Client Relationships
- Credit Products
- Cash Management
- Series 66
- College Recruiting
- Business Development
- Law Firms
- Strategic Planning
- Strategy
- Microsoft Word
- Customer Service
Avanee Patel Summary
- Avanee Patel, based in Washington, DC, US, is currently a Managing Director at Citi. Avanee Patel brings experience from previous roles at Citi and Citigroup Global Markets, Inc.. Avanee Patel holds a MBA in Finance @ Fordham University. With a robust skill set that includes Investments, Portfolio Management, Finance, Wealth Management, Relationship Management and more. Avanee Patel has 4 emails and 1 mobile phone numbers on RocketReach.
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