Shohil Patel Email & Phone Number
Senior Regional Vice President - ETF Specialist, NJ and E. PA @ Allianz
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Shohil Patel Location
- New York, NY, US
Shohil Patel Work
- 2025 -now Senior Regional Vice President - ETF Specialist, NJ and E. PA @
- 2024 -2025 Regional Sales Director @
- 2021 -2023 Investment Advisory Representative @
- 2021 -2023 SVP, IRA Solutions @
- 2018 -2019 Director, External Investment Consultant- RIA @
- 2016 -2018 SVP, Regional Wholesaler @
- 2010 -2016 VP- External Investment Consultant @
- 2007 -2010 Senior Investment Specialist- Internal Sales @
Shohil Patel Education
- Stevens Institute of Technology
Master of Science (M.S.) (Telecommunications Management)
1998-2002 - Stevens Institute of Technology
Bachelor of Engineering (B.E.) (Computer Engineering)
1998-2002 - The Wharton School
CIMA®, Certified Investment Management Analyst
Shohil Patel Summary
- Shohil Patel, based in New York, NY, US, is currently a Senior Regional Vice President - ETF Specialist, NJ and E. PA at Allianz. Shohil Patel brings experience from previous roles at Rock Harbor LLC, RMR Wealth Builders, Inc., IPX Retirement and Allianz Global Investors. Shohil Patel holds a 1998 - 2002 Master of Science (M.S.) in Telecommunications Management @ Stevens Institute of Technology. Shohil Patel has 2 emails and 2 mobile phone numbers on RocketReach.
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