Jatin Patel Email & Phone Number
Founder and CEO @ Goldwise
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Jatin Patel Location
- London, GB
Jatin Patel Work
- 2020 -now Founder and CEO @
- 2025 -now Member of the Board of Advisors @
- 2018 -2020 Head of Wealth Management @
- 2015 -2020 Principal @ Censeo Capital
- 2018 -2018 Partner @
- 2011 -2014 Head of Wealth Management, KBL Monaco Private Bankers S.A.M. @
- 2009 -2011 Director and Head, Corporate Relationships EMEIA @
- 2007 -2009 Global Head, Asset Management Solutions, Private Banking @
- 2005 -2007 Director, Global Sales and Distribution @
- 2001 -2005 Senior Vice President, Head of Advisory Process, EMEA Wealth Management @
- 2000 -2001 Director, Global Product Management @
Jatin Patel Skills
- Wealth Management
- Banking
- Financial Services
- Mergers & Acquisitions
- Management
- Portfolio Management
- Start-ups
- Private Banking
- Structured Products
- Asset Management
- Leadership
- Investments
- Change Management
- Strategy
- Due Diligence
- Risk Management
- Investment Management
- Investment Banking
- Relationship Management
- Strategic Planning
- Financial Advisory
- Equities
- Mutual Funds
- Derivatives
- Mergers
- Team Leadership
- Hedge Funds
- Product Management
- Emerging Markets
- Alternative Investments
- Wealth Management Services
- Capital Markets
- Insurance
- Financial Markets
- Investment Strategies
- Bonds
- Business Relationship Management
- Asset Managment
- Marketing
- Investment Advisory
- Fixed Income
- Securities
- Business Management
- Distribution and Marketing management
- Relationship Marketing
- Turn Around Management
- Entrepreneurship
- Asset Allocation
- business trans
- strategic execution
- Distribution Management
- International Business Strategy
- Marketing Strategy
- Business Change
- Business Strategy
- Distribution
- Services
- Start Ups
- Microsoft Excel
- Mergers and Acquisitions
Jatin Patel Summary
- Jatin Patel, based in London, GB, is currently a Founder and CEO at Goldwise. Jatin Patel brings experience from previous roles at XII Capital, The Royal Mint, Censeo Capital and Brexit Partners. With a robust skill set that includes Wealth Management, Banking, Financial Services, Mergers & Acquisitions, Management and more. Jatin Patel has 3 emails and 6 mobile phone numbers on RocketReach.
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