Senior Vice President - Chief of Staff Office, Citi Global Wealth Management CAO @ Citi
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Sonya Patel Location
New York, NY, US
Sonya Patel Work
2022 -now Senior Vice President - Chief of Staff Office, Citi Global Wealth Management CAO @
2021 -2022 Vice President - Jpmorgan Wealth Management Business Transformation @
2017 -2021 Vice President - Asset and Wealth Management Compliance @
2015 -2017 Associate - Global Financial Crimes Compliance Business Management @
2014 -2015 Assistant Vice President - Operations Risk, Control and Regulatory Management @
2011 -2014 Assistant Vice President - Operations Risk, Control and Regulatory Management @
2009 -2011 Analyst - Global Operations Control Change Management @
2008 -2008 Intern - Fx Trade Control @ Lehman Brothers
2007 -2007 Intern - Corporate Finance @
Sonya Patel Education
RU
Bachelor of Science (Finance)
2005-2009
Sonya Patel Skills
Change Management
Internal Controls
Investment Banking
Risk Management
Financial Risk
Capital Markets
Corporate Finance
Fixed Income
Financial Analysis
Financial Services
FX Options
Banking
Hedge Funds
Project Management
Equities
Financial Regulation
Derivatives
Business Analysis
Sonya Patel Summary
Sonya Patel, based in New York, NY, US, is currently a Senior Vice President - Chief of Staff Office, Citi Global Wealth Management CAO at Citi. Sonya Patel brings experience from previous roles at Jpmorgan Chase & Co. and Jefferies. Sonya Patel holds a 2005 - 2009 Bachelor of Science in Finance @ RU. With a robust skill set that includes Change Management, Internal Controls, Investment Banking, Risk Management, Financial Risk and more. Sonya Patel has 3 emails and 1 mobile phone numbers on RocketReach.
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