Devin Patel Email & Phone Number
Vice President @ Bernstein Private Wealth Management
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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 1 mobile phone numbers on RocketReach.
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