Deep Patel Email & Phone Number
Co-Founder @ GenRise Wealth Advisors LLC
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Deep Patel Location
- Mount Laurel, NJ, US
Deep Patel Work
- 2022 -now Co-Founder @
- 2014 -2021 Executive Director, Strategic Partnership Group @
- 2011 -2014 Assistant Vice President Closed-End Funds @
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
- Public Speaking
- Retail
- Financial Planning
- Business Development
- Solutions
- Strategy
- Management Consulting
- Microsoft Office
- Microsoft Excel
- Asset Management
- Analytical Skill
- MBA
- Project Management
- Analysis
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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Deep Patel
Co-Founder
Mount Laurel, NJ, US
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