Sunny Patpatia's Location
Berkeley, CA, US
Sunny Patpatia's Work
- President and CEO @ Patpatia & Associates
- Strategic Corporate Development @ Charles Schwab
- Several Senior Positions @ Union Bank
Sunny Patpatia's Education
- McGill University
BA, MBA (Management)
1971 - 1975 - The Doon School
High School
1962 - 1967
Sunny Patpatia's Skills
- Hedge Funds
- Wealth Management
- Alternative Investments
- Insurance
- RIA
- Asset Management
- Investments
- Finance
- Retirement
- Marketing Strategy
Sunny Patpatia's Summary
Sunny Patpatia, based in Berkeley, CA, US, is currently a President and CEO at Patpatia & Associates, bringing experience from previous roles at Charles Schwab and Union Bank of California. Sunny Patpatia holds a 1971 - 1975 BA, MBA in Management @ McGill University. With a robust skill set that includes Hedge Funds, Wealth Management, Alternative Investments, Insurance, RIA and more, Sunny Patpatia contributes valuable insights to the industry. Sunny Patpatia has 2 emails on RocketReach.
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