Pankit Patel Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Pankit Patel Location
- California, United States
Pankit Patel Work
- 2012 -now Vice President, Financial Consultant @
- 2011 -2012 Vice President - Investments @
- 2007 -2011 Registered Representative, Investment Advisor @
- 2011 -2011 Co-Founder @ lostscanfound.com
- 2004 -2007 Account Executive @ Promark Financial
- 1998 -2000 Senior Faculty Member @ Comps Computer
Pankit Patel Education
- DeVry University
Bachelors
2002-2003 - Chabot College
(Accountancy, Accounting)
2000-2001 - The Maharaja Sayajirao University of Baroda
Bachelors (Accounting)
1999-2001 -
(Computer Science, Software Development)
1998 - St. Basil High School
- DeVry University
Bachelor of Science (Business Administration)
Pankit Patel Skills
- Asset Allocation
- Bonds
- Stocks
- Mutual Funds
- Strategic lending
- Financial Analysis
- Strategic Financial Planning
- CPA
- Hedge Funds
- Investment Strategies
- Portfolio Management
- Retirement Planning
- Oracle
- Financial Modeling
- Investments
- Financial Services
- Private Equity
- Asset Management
- Bloomberg
- Fixed Income
- Wealth Management
- Trading
- Series 7
- Corporate Finance
- Finance
- Equities
- Valuation
- Alternative Investments
- Financial Planning
- Writing
- International Business
- Consulting
- Fixed Annuities
- Books
- Insurance
- Sales
- Motivational Speaking
- Front End
- Business Administration
- Corporate Training
- Background Checks
- Organizational Structure
- Back End
- Management
- Design
- Oracle Applications
- PC
- Computer Science
- Science
- DCS
- Hiring
- Finance Sector
- Loan Servicing
- Auditing
- Chain
- Boston
- Accounting
- Detail Oriented
- Forecasting
- Legal Writing
- System
- Business Services
- Trade Unions
- Loss Prevention
- High Value
- Visual Basic
- Testing
- Financial Goals
- Risk Management
- Training
- Certified Financial Planner
- Corporates
- Oracle Financials
- Supply
- Analysis
- Educational Consulting
- Advertising Agency
- Estate Planning
- Barriers
- Yahoo
- C
- Collage
- Swaps
- Business Development
- Communication
- Business Analysis
- Negotiation
- New Clients
- System Administration
- GPS
- ERP
- Active
- Further Education
- Licensing
- Operations
- Author
- Resourceful
- Marketing
- Project Planning
- House
- Thinking
- Servers
- Comps
- Presentations
- Internet Explorer
- Usa
- Obtain
- Product Knowledge
- Portfolio
- Internal Investigations
- Multi Tasking
- Assemble
- Electronics
- Software
- India
- Commerce
- Problem Solving
- Software Development
- Meetings
- Health Insurance
- Wireless
- Evaluation
- Selling
Pankit Patel Summary
- Pankit Patel, based in California, United States, is currently a Vice President, Financial Consultant at Fidelity Investments. Pankit Patel brings experience from previous roles at Merrill Lynch, Ubs, lostscanfound.com and Promark Financial. Pankit Patel holds a 2002 - 2003 Bachelors @ DeVry University. With a robust skill set that includes Asset Allocation, Bonds, Stocks, Mutual Funds, Strategic lending and more. Pankit Patel has 2 emails on RocketReach.
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