2021 -2022 Vice President, Business Banking Relationship Manager @
2018 -2021 Vice President, Business Relationship Manager @
2017 -2018 District Manager @
2016 -2017 REALTOR-ASSOCIATE® @
2014 -2016 Business Data Analyst @
2013 -2014 Accountemps Staffing Manager @
2013 -2013 Assistant @
2012 -2012 Business Analyst Intern @
now
Sonali Patel Education
Long Island University
Bachelors & Masters (Accounting Society
NABA
VITA (The IRS Volunteer Income Tax Assistance Program))
2008-2013
South Brunswick High School 2008
Sonali Patel Skills
Credit Portfolio Management
Credit Analysis
Business Relationship Management
Problem Solving
B2B sales
Sales Management
Portfolio Management
Risk Assessment
Sales Performance
Call Reporting
Creative Problem Solving
Success Driven
Communication
Sales
Microsoft Excel
Data Analysis
Databases
SQL
Software Documentation
Financial Analysis
Public Speaking
Management
Accounting
Microsoft Word
Time Management
PowerPoint
Teamwork
Analysis
Microsoft Office
Access
Team Leadership
Process Improvement
Auditing
Data Entry
Accounts Receivable
Financial Reporting
QuickBooks
Outlook
Financial Accounting
Strategy
Account Reconciliation
General Ledger
Accounts Payable
PeopleSoft
Bookkeeping
Spreadsheets
Finance
Microsoft Access
Microsoft Outlook
Analytical Skills
Sonali Patel Summary
Sonali Patel, based in Monroe Township, NJ, US, is currently a Manager, Asset and Portfolio Management Finance at Daiichi Sankyo US. Sonali Patel brings experience from previous roles at Novo Nordisk, M&T Bank and Wells Fargo. Sonali Patel holds a 2008 - 2013 Bachelors & Masters in Accounting Society
NABA
VITA (The IRS Volunteer Income Tax Assistance Program) @ Long Island University. With a robust skill set that includes Credit Portfolio Management, Credit Analysis, Business Relationship Management, Problem Solving, B2B sales and more. Sonali Patel has 3 emails and 1 mobile phone numbers on RocketReach.
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