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 @ Wells Fargo
2019 - 2022 Head of Product Development and Innovation - Banking, Lending and Trust (Wealth and Investmemt Managment) @ Wells Fargo
2014 - 2019 Vice President Corporate Development @ Wells Fargo

2010 - 2014 Financial Consultant - Asset Management Group @ Wells Fargo
2008 - 2010 Finance Analyst - TS Finance @ Wells Fargo
2008 - 2008 Wealth Management Analyst @ Wells Fargo
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2007 - 2007 Market Analyst Intern @ Morgan Stanley
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2006 - 2006 Project Development Intern @ Renaissance Investment Firm

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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

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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 3 emails and 2 mobile phone numbers on RocketReach.

Rakesh Patel Emails

Found 3 emails

Rakesh Patel Phone Numbers

Found 5 phone numbers

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