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Devin Patel is listed as VP, Private Wealth Advisor | Business Owners & Entrepreneurs | Corporate Executives | Mergers & Acquisitions at Bernstein Private Wealth Management, a company with 676 employees, based in Winter Garden, Florida, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Devin Patel.
Devin Patel previously worked as Vice President at Bernstein Private Wealth Management and Investment Advisor Representative at Foundations Investment Advisors. Devin Patel holds Bachelor Of Science (B.S.), Finance from University Of South Florida.
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I’m from a family of entrepreneurs. When I was young, my parents immigrated from the UK to the US and worked hard to build their version of the American Dream but—without the best advice—were unable to retire the way they had imagined. That’s why I commit to providing my clients a safe space, to help uncover what they are missing, and partner closely with them to reach their goals. At Bernstein I provide my community of like-minded business owners and global families with an ecosystem and network that helps shield and build upon their success allowing them to continue to actively work toward their desired goals and objectives. I cherish having the freedom to support my clients in the way that they need—and focus on them, their families, businesses, and communities. I get to do this while being surrounded by a wonderful team. From day one, I was impressed by their energy, tenure, relatability, family-orientation, and desire to leave a legacy and make an impact in their communities. Having a strong team enables me to dig deeper and win on a scale that I never could have dreamed of…while transforming the way my clients manage their wealth and advance the relationships they have with their money, their professionals, and the communities that surround their success. If you or your clients are looking for a partner to help you navigate the complex world of wealth management, I encourage you to reach out to me for more information or perhaps join me for a round of golf. I am committed to serving my clients as they find their success, achieve their financial goals, and live the life they envision.
Listed skills include Financial Analysis, Investments, Tax, Accounting, and 35 others.
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AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $665 billion in assets under management as.
Lake Mary, FL
Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms in the United States, Foundations employ a team of skilled advisors and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make.
Lake Mary, Florida
The Hidden Wealth Solution specializes is providing unique wealth building strategies that ensure our clients’ financial safety, liquidity and potential are secured. Our aim is to optimize resources, protect opportunities and enable our clients to discover and uncover their Hidden Wealth.
Financial Gravity specializes in financial services, wealth management, proactive tax planning, tax operating system, tax blueprint, business consulting, and more.
Houma, Louisiana
Devin is the CFO and Co-Founder of 360, a vertically integrated IoT (Internet of Things) company which focuses in technology, advertising, media, payment, and big data sectors. 360’s patent pending technologies aim to disrupt a number of targeted verticals in revolutionizing the customer experience.
Other employees you can reach at bernstein.com. View company contacts for 676 employees →
Brandon Chan
Colleague at Bernstein Private Wealth ManagementHong Kong SAR, Hong Kong
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Sean Sullivan, Cfa
Colleague at Bernstein Private Wealth ManagementDenver, Colorado, United States, United States
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Amelia Patterson
Colleague at Bernstein Private Wealth ManagementPhiladelphia, Pennsylvania, United States, United States
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Brian Becker
Colleague at Bernstein Private Wealth ManagementDenver, Colorado, United States, United States
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Ellen Bennett
Colleague at Bernstein Private Wealth ManagementNew York, New York, United States, United States
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Clayton Caggiano
Colleague at Bernstein Private Wealth ManagementNew York, New York, United States, United States
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Andrew Walker
Colleague at Bernstein Private Wealth ManagementHouston, Texas, United States, United States
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Anthony Mancini
Colleague at Bernstein Private Wealth ManagementPeabody, Massachusetts, United States, United States
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Chris Clarkson, Cfa
Colleague at Bernstein Private Wealth ManagementLos Angeles, California, United States, United States
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Frank Cassaniti
Colleague at Bernstein Private Wealth ManagementNew York, New York, United States, United States
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Activities and Societies: Men's Golf TeamMember of the Mens Golf Team Awarded Big East Player of the Week Awarded to the Big East.
Activities and Societies: Men's Golf TeamAwarded to Golfweeks Top Freshman Impact Team '08 Awarded to Presidents and Deans List
Quick answers generated from the profile data available on this page.
Devin Patel works for Bernstein Private Wealth Management.
Devin Patel is listed as VP, Private Wealth Advisor | Business Owners & Entrepreneurs | Corporate Executives | Mergers & Acquisitions at Bernstein Private Wealth Management.
AeroLeads has found 1 work email signal at @bernstein.com for Devin Patel at Bernstein Private Wealth Management.
Devin Patel is based in Winter Garden, Florida, United States while working with Bernstein Private Wealth Management.
Devin Patel has worked for Bernstein Private Wealth Management, Foundations Investment Advisors, The Hidden Wealth Solution, Financial Gravity, and 360 Corp..
Devin Patel's colleagues at Bernstein Private Wealth Management include Brandon Chan, Sean Sullivan, Cfa, Amelia Patterson, Brian Becker, and Ellen Bennett.
You can use AeroLeads to view verified contact signals for Devin Patel at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.
Devin Patel holds Bachelor Of Science (B.S.), Finance from University Of South Florida.
Devin Patel is listed with skills including Financial Analysis, Investments, Tax, Accounting, Microsoft Office, Microsoft Excel, Public Speaking, and Leadership.
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