Sonia Patel Email & Phone Number
Partner, Senior Financial Advisor @ Arbor Trust Wealth Advisors
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Sonia Patel Location
- Ann Arbor, MI, US
Sonia Patel Work
- 2023 -now Partner, Senior Financial Advisor @
- 2011 -2023 Senior Vice President and Investment Officer @ Bank of Ann Arbor
- 2005 -2011 Investment Relationship Manager @ JPMorgan Asset Management
- 2003 -2005 Institutional Investment Analyst @ JPMorgan Asset Management
- 1998 -2002 Equity Analyst and Fixed Income Analyst @ M&I Investment Management
- 1995 -1996 Project Manager and Research Analyst @ Market Probe, Inc.
Sonia Patel Education
- London School of Economics and Political Science
MSc (MSc, Finance)
- University of Wisconsin-Madison
(BBA, Marketing, Management, International Business)
Sonia Patel Summary
- Sonia Patel, based in Ann Arbor, MI, US, is currently a Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors. Sonia Patel brings experience from previous roles at Bank of Ann Arbor, JPMorgan Asset Management and M&I Investment Management. Sonia Patel holds a MSc in MSc, Finance @ London School of Economics and Political Science. Sonia Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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