Principal Of Investments
Current
Mar 2023 - Present
AeroLeads people directory · profile
Dhaval Patel, Cfa Email & Phone Number
Investment Management at Wikimedia Foundation & Wikimedia Endowment
at
Wikimedia Foundation
1 work email found
@tides.org
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Management at Wikimedia Foundation & Wikimedia Endowment
Location
San Francisco Bay Area, United States
Company size
Who is Dhaval Patel, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dhaval Patel, Cfa is listed as Investment Management at Wikimedia Foundation & Wikimedia Endowment at Wikimedia Foundation, a with 694 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at tides.org and a matched LinkedIn profile for Dhaval Patel, Cfa.
Dhaval Patel, Cfa previously worked as Principal of Investments at Wikimedia Foundation and Treasurer at Wikimedia Endowment. Dhaval Patel, Cfa holds Charterholder, Finance from Cfa Institute.
Company email context
Email format at Wikimedia Foundation
This section adds company-level context without repeating Dhaval Patel, Cfa's masked contact details.
*@tides.org
68% confidence
AeroLeads found 1 current-domain work email signal for Dhaval Patel, Cfa. Compare company email patterns before reaching out.
Profile bio
About Dhaval Patel, Cfa
Dhaval Patel, Cfa is a Investment Management at Wikimedia Foundation & Wikimedia Endowment at Wikimedia Foundation. He possess expertise in j2ee, jsp, jboss, javascript, css and 35 more skills.
Listed skills include J2Ee, Jsp, Jboss, Javascript, and 36 others.
Current workplace
Dhaval Patel, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Wikimedia Foundation
5 roles · 13 years
Dhaval Patel, Cfa work experience
A career timeline built from the work history available for this profile.
Treasurer
Current
Mar 2023 - Present
Director Of Investments
> Oversaw Tides' $1.5B+ portfolio, spanning the entire spectrum of assets classes, across 100+ subaccounts.> Responsible for Treasury and Cash Management as well as institutional asset management.> Notable Projects/Accomplishments: • Investment Policy Statement and mission-related investing guidelines’ development • Product development across equities, fixed income, private equity, venture capital, and real assets • Manager selection (equities and fixed income – RFP through selection) • Tamarac, Addepar, and Morningstar implementations • Asset custody centralization (RFP through selection) • Private warrants’ (pre-IPO) management • Liquidity and banking management • Board of Directors reporting • Cryptocurrency processing and trading • Speaking engagements/panels and impact investing education • Marketing and business development
Jan 2019 - Mar 2023
Investment Manager
2016 - 2019
~3 yrs
Treasury Manager
> Oversaw and supported management of $1.5B+ institutional portfolio invested across: fixed income, public equities, real estate, and alternative assets.> Core project-work included annual strategic asset allocation, LDI modeling, manager selection, technology adoption (Bloomberg, Barra, SNL, etc.), Board of Directors education, M&A (three deals), cash/liquidity management, annual reporting to rating agency (AM Best).
2014 - 2016
~2 yrs
Team & coworkers
Colleagues at Wikimedia Foundation
Other employees you can reach at wikimediafoundation.org. View company contacts for 694 employees →
AA
Adeshina Abdulsamad
Colleague at Wikimedia FoundationLagos, Lagos State, Nigeria
View →
KG
Kalki Gethsiyal
Colleague at Wikimedia FoundationTamil Nadu, India
View →
TC
Thomas C.
Colleague at Wikimedia FoundationPhiladelphia, Pennsylvania, United States
View →
AW
Africa Wiki Women
Colleague at Wikimedia FoundationAccra, Greater Accra Region, Ghana
View →
FF
Fabrizio Furnari
Colleague at Wikimedia FoundationRome, Latium, Italy
View →
OZ
Oleksii Zamyslov
Colleague at Wikimedia FoundationKyiv, Kyiv City, Ukraine
View →
SR
Simona Ramkisson
Colleague at Wikimedia FoundationCanada
View →
EM
Evelyn Martin
Colleague at Wikimedia FoundationPort Ludlow, Washington, United States
View →
MR
Marcel Ruiz Forns
Colleague at Wikimedia FoundationGreater Palma De Mallorca Metropolitan Area, Spain
View →
CG
Catherine G.
Colleague at Wikimedia FoundationGreater London, England, United Kingdom
View →
Adeshina Abdulsamad
Colleague at Wikimedia FoundationLagos, Lagos State, Nigeria
View →
KG
Kalki Gethsiyal
Colleague at Wikimedia FoundationTamil Nadu, India
View →
TC
Thomas C.
Colleague at Wikimedia FoundationPhiladelphia, Pennsylvania, United States
View →
AW
Africa Wiki Women
Colleague at Wikimedia FoundationAccra, Greater Accra Region, Ghana
View →
FF
Fabrizio Furnari
Colleague at Wikimedia FoundationRome, Latium, Italy
View →
OZ
Oleksii Zamyslov
Colleague at Wikimedia FoundationKyiv, Kyiv City, Ukraine
View →
SR
Simona Ramkisson
Colleague at Wikimedia FoundationCanada
View →
EM
Evelyn Martin
Colleague at Wikimedia FoundationPort Ludlow, Washington, United States
View →
MR
Marcel Ruiz Forns
Colleague at Wikimedia FoundationGreater Palma De Mallorca Metropolitan Area, Spain
View →
CG
Catherine G.
Colleague at Wikimedia FoundationGreater London, England, United Kingdom
View →
3 education records
Dhaval Patel, Cfa education
Charterholder, Finance
Cfa Institute
Mba, Finance
Bachelor Of Science (B.Sc.), Computer Engineering
FAQ
Frequently asked questions about Dhaval Patel, Cfa
Quick answers generated from the profile data available on this page.
What company does Dhaval Patel, Cfa work for?
Dhaval Patel, Cfa works for Wikimedia Foundation.
What is Dhaval Patel, Cfa's role at Wikimedia Foundation?
Dhaval Patel, Cfa is listed as Investment Management at Wikimedia Foundation & Wikimedia Endowment at Wikimedia Foundation.
What is Dhaval Patel, Cfa's email address?
AeroLeads has found 1 work email signal at @tides.org for Dhaval Patel, Cfa at Wikimedia Foundation.
Where is Dhaval Patel, Cfa based?
Dhaval Patel, Cfa is based in San Francisco Bay Area, United States while working with Wikimedia Foundation.
What companies has Dhaval Patel, Cfa worked for?
Dhaval Patel, Cfa has worked for Wikimedia Foundation, Wikimedia Endowment, Tides, and Norcal Mutual Insurance Company.
Who are Dhaval Patel, Cfa's colleagues at Wikimedia Foundation?
Dhaval Patel, Cfa's colleagues at Wikimedia Foundation include Adeshina Abdulsamad, Kalki Gethsiyal, Thomas C., Africa Wiki Women, and Fabrizio Furnari.
How can I contact Dhaval Patel, Cfa?
You can use AeroLeads to view verified contact signals for Dhaval Patel, Cfa at Wikimedia Foundation, including work email, phone, and LinkedIn data when available.
What schools did Dhaval Patel, Cfa attend?
Dhaval Patel, Cfa holds Charterholder, Finance from Cfa Institute.
What skills is Dhaval Patel, Cfa known for?
Dhaval Patel, Cfa is listed with skills including J2Ee, Jsp, Jboss, Javascript, Css, Web Applications, Struts, and Jboss Application Server.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial