Devin Patel Email & Phone Number
Vice President @ Bernstein Private Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Devin Patel Location
- Orlando, FL, US
Devin Patel Work
- 2022 -now Vice President @
- 2019 -2022 Investment Advisor Representative @
- 2012 -2022 Wealth Strategist @
- 2016 -2019 Certified Tax Master Strategist @
- 2015 -2019 CFO and Co-Founder @
- 2015 -2019 CFO and Co-Founder - Gas Pump TV @
- 2015 -2019 CFO and Co-Founder - 360Fuel @
Devin Patel Education
- University of South Florida
Bachelor of Science (B.S.) (Finance)
2010-2012 - Mercer University
(Finance)
2008-2010
Devin Patel Skills
- Time Management
- Wealth
- Financial Planning
- Social Media
- Strategic Planning
- Insurance
- Microsoft Excel
- Social Media Marketing
- Market Research
- Advertising
- Strategy
- Long-term Care
- PowerPoint
- Anti Money Laundering
- Team Leadership
- Management
- Microsoft Office
- Public Speaking
- Accounting
- Project Management
Devin Patel Summary
- Devin Patel, based in Orlando, FL, US, is currently a Vice President at Bernstein Private Wealth Management. Devin Patel brings experience from previous roles at Foundations Investment Advisors, The Hidden Wealth Solution, Financial Gravity and 360 Corp.. Devin Patel holds a 2010 - 2012 Bachelor of Science (B.S.) in Finance @ University of South Florida. With a robust skill set that includes Time Management, Wealth, Financial Planning, Social Media, Strategic Planning and more. Devin Patel has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Devin Patel?
Find contact details for 700 million professionals.
Others Named Devin Patel
Devin Patel
Silicon Engineering
California, United States
Devin Patel
Senior Product Manager
Chicago, IL, US
Devin Patel
Principal Systems Surety Engineer
Hayward, CA, US
Devin Patel
SALT Staff
Chicago, IL, US
Devin Patel
Urologist
Scottsdale, AZ, US
Top Bernstein Private Wealth Management Employees
Samuel Heyman
Vice President and Wealth Advisor
New York, NY, US
Troy Niehaus
Managing Director
Kirkland, WA, US
Marshall Butler
Senior Vice President
New York, NY, US
Cecily Bolding
Managing Director
Texas, United States
Paul Dorr
Vice President, Wealth Advisor
New York, NY, US
Gregory Kadet
Managing Director, SVP - Rocky Mountains
Denver, CO, US
Alison Smith
Managing Director
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co