Amit Patel

Former Financial Advisor at Morgan Stanley

Amit Patel

Amit Patel

Former Financial Advisor at Morgan Stanley

Overview
RelSci Relationships

58

Number of Awards

7

Relationships
RelSci Relationships are individuals Amit Patel likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director, Firm Administration at Perella Weinberg Partners LP

Relationship likelihood: Average

Professional at South State Corp.

Relationship likelihood: Weak

Partner, Financial Institutions Group at Goodwin Procter LLP

Relationship likelihood: Weak

Senior Managing Director at Abbot Downing Investment Advisors

Relationship likelihood: Weak

Former Chief Information Officer & Executive Vice President at BankUnited, Inc.

Relationship likelihood: Weak

Former Account Executive at World Savings Bank, FSB

Relationship likelihood: Weak

Former Account Executive at World Savings Bank, FSB

Relationship likelihood: Weak

Former Account Executive at World Savings Bank, FSB

Relationship likelihood: Weak

Former Account Executive at World Savings Bank, FSB

Relationship likelihood: Weak

Former Account Executive at World Savings Bank, FSB

Relationship likelihood: Weak

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Amit Patel
Former Financial Advisor at Morgan Stanley
Education
BS in Political Science
Class of 2004

Santa Clara University, a comprehensive Jesuit, Catholic university located in California's Silicon Valley, offers its more than 8,000 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus master's, Ph.D., and law degrees. Distinguished nationally by the fourth-highest graduation rate among all U.S. master's universities, California's oldest operating higher-education institution demonstrates faith-inspired values of ethics and social justice.

Career History
Financial Advisor
2010 - Prior

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Licensed Financial Specialist
2008 - 2010

Wells Fargo Bank, N.A is a primary U.S. operating subsidiary of Wells Fargo & Company. Wells Fargo Bank designates its main office as Sioux Falls, South Dakota.

Mortgage Consultant & Sales Manager
2004 - 2008

World Savings Bank offered home loans and savings and checking accounts to customers across the United States. Its parent company was Golden West Financial. In 2008, Wells Fargo & Company acquired Wachovia Corporation, including World Savings.

Awards & Honors
Series 65 – Uniform Registered Investment Adviser
Series 7 - General Securities Representative
Series 31 - Futures Managed Funds
Other Affiliations
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