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Neel Patel Location
Orlando, FL, US
Neel Patel Work
Vice President - Structured Investments @ (June 2025 - Present)
Independent Consultant @ Self-employed (January 2025 - May 2025)
Senior Director - National Accounts @ (May 2024 - November 2024)
Director @ (October 2022 - November 2023)
Director - National Accounts IBD and Retail RIA @ (March 2022 - October 2022)
VP, Senior National Accounts Manager @ (October 2017 - February 2022)
Director - Alternative Investments @ (August 2013 - October 2017)
Senior Product Manager - Alternative Investments @ (May 2013 - August 2013)
Portfolio Management Associate @ (June 2011 - May 2013)
VP, Director of Business Develoment @ Se-va (June 2010 - May 2011)
Alternative Investments Specialist @ (November 2001 - March 2010)
Neel Patel Education
Goucher College
Bachelor’s Degree (Business Finance and Management)
1995-1999
Neel Patel Skills
Advertising
Program Management
Marketing Strategy
New Business Development
Private Equity
Investments
Product Marketing
Portfolio Management
Email Marketing
Sales Management
Wealth Management
Due Diligence
Hedge Funds
Equities
Alternative Investments
Management
Financial Services
Asset Allocation
Asset Management
Financial Analysis
Mutual Funds
Fixed Income
Business Development
Strategy
Marketing
Microsoft Excel
Project Management
Neel Patel Summary
Neel Patel, based in Orlando, FL, US, is currently a Vice President - Structured Investments at iCapital. Neel Patel brings experience from previous roles at Self-employed, Ashford Securities LLC, Cliffwater and Apollo Global Management Inc.. Neel Patel holds a 1995 - 1999 Bachelor’s Degree in Business Finance and Management @ Goucher College. With a robust skill set that includes Advertising, Program Management, Marketing Strategy, New Business Development, Private Equity and more. Neel Patel has 2 emails and 3 mobile phone numbers on RocketReach.
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