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Sonya Patel Location
New York, NY, US
Sonya Patel Work
Senior Vice President - Chief of Staff Office, Citi Global Wealth Management CAO @ (June 2022 - Present)
Vice President - Jpmorgan Wealth Management Business Transformation @ (April 2021 - June 2022)
Vice President - Asset and Wealth Management Compliance @ (January 2017 - March 2021)
Associate - Global Financial Crimes Compliance Business Management @ (July 2015 - January 2017)
Assistant Vice President - Operations Risk, Control and Regulatory Management @ (May 2014 - July 2015)
Assistant Vice President - Operations Risk, Control and Regulatory Management @ (September 2011 - May 2014)
Analyst - Global Operations Control Change Management @ (August 2009 - August 2011)
Intern - Fx Trade Control @ Lehman Brothers (May 2008 - August 2008)
Intern - Corporate Finance @ (May 2007 - August 2007)
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 2 emails and 1 mobile phone numbers on RocketReach.
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