Deep Patel Location
Mount Laurel, NJ, US
Deep Patel Work
- 2022 - now Co-Founder @ GenRise Wealth Advisors LLC
- 2014 - 2021 Executive Director, Strategic Partnership Group @ Advisors Asset Management, Inc.
- 2011 - 2014 Assistant Vice President Closed-End Funds @ Merrill Lynch
Deep Patel Education
- Rutgers University
Bachelor of Arts (B.A.) (Economics)
2005 - 2010
Deep Patel Skills
- Bloomberg
- Fixed Income
- Equities
- Capital Markets
- Financial Analysis
- Investments
- Wealth Management
- Credit
- Series 7
- Planning
Deep Patel Summary
Deep Patel, based in Mount Laurel, NJ, US, is currently a Co-Founder at GenRise Wealth Advisors LLC. Deep Patel brings experience from previous roles at Advisors Asset Management, Inc. and Merrill Lynch. Deep Patel holds a 2005 - 2010 Bachelor of Arts (B.A.) in Economics @ Rutgers University. With a robust skill set that includes Bloomberg, Fixed Income, Equities, Capital Markets, Financial Analysis and more. Deep Patel has 4 emails and 2 mobile phone numbers on RocketReach.
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