Neil Patel's Location

Dallas, TX, US

Neil Patel's Work

Neil Patel's Education

  • Tulane University - A.B. Freeman School of Business

    Bachelor's degree (Finance)

    2002 - 2006
  • University of New Orleans

    Master of Business Administration (MBA) (Finance)

    2010 - 2011

Neil Patel's Skills

  • Cash Management
  • Financial Analysis
  • Financial Modeling
  • Mutual Funds
  • Portfolio Management
  • Series 7
  • Strategic Financial Planning
  • Customer Service
  • Leadership
  • Microsoft Office

Neil Patel's Summary

Neil Patel, based in Dallas, TX, US, is currently a Senior Credit Underwriting Manager at Fundbox, bringing experience from previous roles at Texas Capital Bank, Iberia Bank and JPMorgan Chase. Neil Patel holds a 2002 - 2006 Bachelor's degree in Finance @ Tulane University - A.B. Freeman School of Business. With a robust skill set that includes Cash Management, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management and more, Neil Patel contributes valuable insights to the industry. Neil Patel has 5 emails and 1 mobile phone number on RocketReach.

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