2025 -now Managing Director, Alternative Investments and Income Solutions @
2023 -2025 Director, Alternative Investments and Structured Products @
2019 -2023 Director, Strategy @
2016 -2019 Senior Manager, Strategy @
2013 -2016 Capital Markets @
2011 -2013 Associate @ Cortina Capital
2009 -2011 Analyst @
Kunal Patel Education
UC San Diego
Kunal Patel Skills
Business Strategy
Marketing Strategy
Management
Leadership
Strategy
Project Management
Government Liasioning
Business Development
SEC filings
Microsoft Office
Data Analysis
PowerPoint
Research
Business Analysis
Microsoft Excel
Finance
Team Leadership
Visio
Strategic Planning
Financial Analysis
Business Intelligence
Kunal Patel Summary
Kunal Patel, based in San Francisco, CA, US, is currently a Managing Director, Alternative Investments and Income Solutions at Charles Schwab. Kunal Patel brings experience from previous roles at Charles Schwab and Hyundai Capital America. Kunal Patel holds a UC San Diego. With a robust skill set that includes Business Strategy, Marketing Strategy, Management, Leadership, Strategy and more. Kunal Patel has 3 emails and 1 mobile phone numbers on RocketReach.
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