Amit Patel
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Amit Patel Email & Phone Number

Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
Location: San Jose, California, United States 5 work roles 1 school
1 work email found @principal.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email p****@principal.com
LinkedIn Profile matched
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Current company
Principal Financial Group
Role
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
Location
San Jose, California, United States
Company size
16552 employees

Who is Amit Patel? Overview

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Quick answer

Amit Patel is listed as Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group, a company with 16552 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at principal.com and a matched LinkedIn profile for Amit Patel.

Amit Patel previously worked as Financial Advisor at Morgan Stanley and Business Professional at Wells Fargo. Amit Patel holds Political Science from Santa Clara University.

Company email context

Email format at Principal Financial Group

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{last}.{first}@principal.com
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AeroLeads found 1 current-domain work email signal for Amit Patel. Compare company email patterns before reaching out.

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Profile bio

About Amit Patel

Putting together a plan to help meet your financial objectives doesn’t have to be a chore. I can help you discover how to take greater control of your financial future and develop personal and business strategies to help you work towards your goals— whatever they may be.3735897-082024Amit Patel is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.www.SIPC.org

Current workplace

Amit Patel's current company

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Principal Financial Group
Principal Financial Group
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
des moines, iowa, united states
Website
principal.com
Employees
16552
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Company profile
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5 roles

Amit Patel work experience

A career timeline built from the work history available for this profile.

Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

Current
Principal Financial Group

San Francisco Bay Area

Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Principal National, Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA, 50392. Amit Patel, Principal.

May 2018 - Present

Business Professional

Wells Fargo
Apr 2010 - Sep 2010

Business Professional

Wachovia Bank (Acquired By Wells Fargo)
Jan 2008 - Mar 2010
Team & coworkers

Colleagues at Principal Financial Group

Other employees you can reach at principal.com. View company contacts for 16552 employees →

EL Ellie Little Ellie Little Colleague at Principal Financial Group Des Moines, Iowa, United States, United States View → SR Sheryl Rosa Sheryl Rosa Colleague at Principal Financial Group San Jose, California, United States, United States View → JC Jayne Cole Jayne Cole Colleague at Principal Financial Group Grand Island, Nebraska, United States, United States View → VA Vishwanath Agnihotri Vishwanath Agnihotri Colleague at Principal Financial Group Pune, Maharashtra, India, India View → EH Emily Hobbs Emily Hobbs Colleague at Principal Financial Group Atlanta Metropolitan Area, United States View → ER Emmanuel Rodarte Cano Emmanuel Rodarte Cano Colleague at Principal Financial Group Des Moines, Iowa, United States, United States View → AB Amitabh Bacchan Amitabh Bacchan Colleague at Principal Financial Group Pune, Maharashtra, India, India View → JF James Frate James Frate Colleague at Principal Financial Group United States, United States View → SL Soledad Leuenberg Letelier Soledad Leuenberg Letelier Colleague at Principal Financial Group Chile, Chile View → GH Gregory Huff Gregory Huff Colleague at Principal Financial Group Idaho Falls, Idaho, United States, United States View →
1 education record

Amit Patel education

  • Santa Clara University
    Santa Clara University
    Political Science
FAQ

Frequently asked questions about Amit Patel

Quick answers generated from the profile data available on this page.

What company does Amit Patel work for?

Amit Patel works for Principal Financial Group.

What is Amit Patel's role at Principal Financial Group?

Amit Patel is listed as Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group.

What is Amit Patel's email address?

AeroLeads has found 1 work email signal at @principal.com for Amit Patel at Principal Financial Group.

Where is Amit Patel based?

Amit Patel is based in San Jose, California, United States while working with Principal Financial Group.

What companies has Amit Patel worked for?

Amit Patel has worked for Principal Financial Group, Morgan Stanley, Wells Fargo, and Wachovia Bank (Acquired By Wells Fargo).

Who are Amit Patel's colleagues at Principal Financial Group?

Amit Patel's colleagues at Principal Financial Group include Ellie Little, Sheryl Rosa, Jayne Cole, Vishwanath Agnihotri, and Emily Hobbs.

How can I contact Amit Patel?

You can use AeroLeads to view verified contact signals for Amit Patel at Principal Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Amit Patel attend?

Amit Patel holds Political Science from Santa Clara University.

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