Devin Patel Email & Phone Number
Founder @ Patel Investment Services
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Devin Patel Location
- Orlando, FL, US
Devin Patel Work
- Founder @ (October 2025 - Present)
- Vice President @ Bernstein Private Wealth Management (December 2022 - September 2025)
- Investment Advisor Representative @ (October 2019 - December 2022)
- Wealth Strategist @ (May 2012 - December 2022)
- Certified Tax Master Strategist @ (May 2016 - October 2019)
- CFO and Co-Founder @ (April 2015 - October 2019)
- CFO and Co-Founder - Gas Pump TV @ (April 2015 - October 2019)
- CFO and Co-Founder - 360Fuel @ (April 2015 - October 2019)
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
- Budgets
- Business Planning
- Customer Service
- Entrepreneurship
- Finance
- Financial Analysis
- Investments
- Leadership
- Marketing
- Marketing Strategy
- Microsoft Word
- Online Marketing
- Research
- Retirement
- Sales
- Social Networking
- Tax
- Teamwork
- Wealth Management
Devin Patel Summary
- Devin Patel, based in Orlando, FL, US, is currently a Founder at Patel Investment Services. Devin Patel brings experience from previous roles at Bernstein Private Wealth Management, Foundations Investment Advisors, The Hidden Wealth Solution and Financial Gravity. 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 1 mobile phone numbers on RocketReach.
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