Rakesh Patel Email & Phone Number
Executive Vice President, Chief Financial Officer - Wealth and Investment Management @ Wells Fargo
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Rakesh Patel Location
- Charlotte, NC, US
Rakesh Patel Work
- 2022 -now Executive Vice President, Chief Financial Officer - Wealth and Investment Management @
- 2019 -2022 Head of Product Development and Innovation - Banking, Lending and Trust (Wealth and Investmemt Managment) @
- 2014 -2019 Vice President Corporate Development @
- 2010 -2014 Financial Consultant - Asset Management Group @
- 2008 -2010 Finance Analyst - TS Finance @
- 2008 -2008 Wealth Management Analyst @
- 2007 -2007 Market Analyst Intern @
- 2006 -2006 Project Development Intern @ Renaissance Investment Firm
Rakesh Patel Education
- Wilbur O. and Ann Powers College of Business at Clemson University
Finance (Emphasis Area: Financial Services)
2004-2008 - Clemson University
Bachelor of Science (Finance)
2004-2008
Rakesh Patel Skills
- Corporate Development
- Finance
- Risk Management
- Mortgage Lending
- Banking
- Credit
- Financial Services
- Loans
- Portfolio Management
- Product Management
- Cross Functional Team Leadership
- Internet Banking
- Leadership
- Management
Rakesh Patel Summary
- Rakesh Patel, based in Charlotte, NC, US, is currently a Executive Vice President, Chief Financial Officer - Wealth and Investment Management at Wells Fargo. Rakesh Patel brings experience from previous roles at Wells Fargo and Wachovia. Rakesh Patel holds a 2004 - 2008 Finance in Emphasis Area: Financial Services @ Wilbur O. and Ann Powers College of Business at Clemson University. With a robust skill set that includes Corporate Development, Finance, Risk Management, Mortgage Lending, Banking and more. Rakesh Patel has 2 emails and 2 mobile phone numbers on RocketReach.
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