Ekta Patel Email & Phone Number
Head of Financial Planning and Client Advisory Services
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Ekta Patel Location
- New York, NY, US
Ekta Patel Work
- Head of Financial Planning and Client Advisory Services @ Altfest Personal Wealth Management (September 2001 - Present)
Ekta Patel Education
- Pace University - Lubin School of Business
MBA (Investment Management & Information Systems)
1999-2001 - Stony Brook University
BS (Mathematics)
1997-1998 - The Maharaja Sayajirao University of Baroda
Mathematics
1994-1997
Ekta Patel Skills
- Wealth Management
- Asset Allocation
- Asset Managment
- Investments
- Strategic Financial Planning
- Financial Advisory
- Portfolio Management
- Mutual Funds
- Investment Advisory
- Asset Management
Ekta Patel Summary
- Ekta Patel, based in New York, NY, US, is currently a Head of Financial Planning and Client Advisory Services at Altfest Personal Wealth Management. Ekta Patel holds a 1999 - 2001 MBA in Investment Management & Information Systems @ Pace University - Lubin School of Business. With a robust skill set that includes Wealth Management, Asset Allocation, Asset Managment, Investments, Strategic Financial Planning and more. Ekta Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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