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Jay Patel Email & Phone Number

AVP, Product Owner, Technology Product at LPL Financial
Location: Charlotte Metro, United States, United States 7 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
LPL Financial
Role
AVP, Product Owner, Technology Product
Location
Charlotte Metro, United States, United States
Company size
14027 employees

Who is Jay Patel? Overview

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Quick answer

Jay Patel is listed as AVP, Product Owner, Technology Product at LPL Financial, a company with 14027 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Jay Patel.

Jay Patel previously worked as Senior Product Owner at Edward Jones and Senior Product Owner at Wells Fargo. Jay Patel holds Master Of Arts (M.A.), Diplomacy And International Relations from Seton Hall University.

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Email format at LPL Financial

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LPL Financial

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Profile bio

About Jay Patel

๐๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ ๐’๐ฎ๐ฆ๐ฆ๐š๐ซ๐ฒ: Strategic and forward-thinking Senior Product Owner with over 10 years of expertise in the financial services industry. Specializing in product management and data analytics, I excel at leading cross-functional teams to deliver innovative technological solutions and streamline processes. My proficiency includes developing product strategies, managing data warehousing applications, and utilizing advanced reporting tools to drive stakeholder decision-making.๐‚๐จ๐ซ๐ž ๐‚๐จ๐ฆ๐ฉ๐ž๐ญ๐ž๐ง๐œ๐ข๐ž๐ฌ:โ–ช Product Management: Expertise in defining product vision, strategy, and execution, using Agile Kanban and Scrum methodologies.โ–ช Data Warehousing: Skilled in managing data warehouse applications, ensuring data integrity and seamless integration with downstream systems.โ–ช Stakeholder Communication: Effective communicator, adept at collaborating with peers, senior management, and clients to achieve project goals.โ–ช Business Intelligence & Analytics: Proficient in transforming raw data into actionable insights using tools like Power BI and Tableau.๐–๐ก๐ฒ ๐ˆ ๐ƒ๐จ ๐–๐ก๐š๐ญ ๐ˆ ๐ƒ๐จ: My passion lies in helping organizations leverage data to make informed, strategic decisions. Throughout my career, I have witnessed the transformative power of effective data management and product development in driving business growth and efficiency. I aim to continue applying my skills and experience to create innovative solutions that empower stakeholders and contribute to the success of the organizations I work with. I am committed to continuous improvement and lifelong learning, always eager to embrace new challenges and push the boundaries of what can be achieved through data and technology.๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐๐ก๐ข๐ฅ๐จ๐ฌ๐จ๐ฉ๐ก๐ฒ: I believe in continuous improvement and lifelong learning. My career journey has been fueled by a passion for data and a dedication to helping organizations make better decisions. I am always open to new challenges and opportunities to apply my skills innovative and impactfully.

Current workplace

Jay Patel's current company

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LPL Financial
Lpl Financial
AVP, Product Owner, Technology Product
Charlotte, NC, US
Website
lpl.com
Employees
14027
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Company profile
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7 roles

Jay Patel work experience

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

Avp, Product Owner, Technology Product

Lpl Financial

Charlotte, NC, US

Senior Product Owner

Current
Edward Jones

Charlotte Metro

Dec 2024 - Present

Senior Product Owner

Current
Wells Fargo

Charlotte, North Carolina

  • ๐’๐ง๐š๐ฉ๐ฌ๐ก๐จ๐ญ:
  • Responsible for owning the Endpoint Data Vault (EDV) data warehouse application.
  • Create and maintain collaborative relationships with stakeholders and data engineers.
  • Manage EDV's JIRA backlog and utilize Agile Kanban methodology.๐Š๐ž๐ฒ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐š๐›๐ฅ๐ž๐ฌ:
  • Increased user satisfaction scores by 15% through targeted product enhancements.
  • Successfully integrated new API feeds, enhancing data flow and system performance.
May 2019 - Present

Business Analyst

Donnelly Financial

Charlotte, North Carolina

  • ๐’๐ง๐š๐ฉ๐ฌ๐ก๐จ๐ญ:
  • Managed data implementation and production for key clients, including Prudential and Blackrock.
  • Consulted clients on report errors and calculation problems, achieving standardization.๐Š๐ž๐ฒ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐š๐›๐ฅ๐ž๐ฌ:
  • Developed and implemented automated reporting solutions, reducing report generation time by 30%.
  • Resolved 95% of client issues within the first interaction, improving customer satisfaction scores.
Jan 2018 - Apr 2019

Business Process Analyst 2

Wells Fargo

Charlotte, North Carolina, United States

  • ๐’๐ง๐š๐ฉ๐ฌ๐ก๐จ๐ญ:
  • Project-managed W9 and W8 tax document review process.
  • Ensured IRS compliance regulations were met for all client documentation.๐Š๐ž๐ฒ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐š๐›๐ฅ๐ž:
  • Led the team in fulfilling requests for 5 out of 12 months, demonstrating exceptional efficiency
Jan 2017 - Jan 2018

Operations Analyst

Wells Fargo

Charlotte, North Carolina Area

  • ๐’๐ง๐š๐ฉ๐ฌ๐ก๐จ๐ญ:
  • Managed the delivery of 320 multimedia players to Wells Fargo branches across the United States.๐Š๐ž๐ฒ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐š๐›๐ฅ๐ž:
  • Completed the project 2 weeks ahead of schedule, showcasing efficient time management.
Aug 2016 - Dec 2016

Business Analyst

Physicians Choice Laboratory Services

Rock Hill, SC

  • ๐’๐ง๐š๐ฉ๐ฌ๐ก๐จ๐ญ:
  • Conducted a data integration project to consolidate information from various sources.๐Š๐ž๐ฒ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐š๐›๐ฅ๐ž:
  • Streamlined operation costs by creating a balanced and profitable company budget.
  • Reduced collector expenditure by millions of dollars through simplified onboarding cost models.
Jul 2013 - Aug 2016
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

AG Arin Glenn Arin Glenn Colleague at Lpl FinancialCharlotte, North Carolina, United States, United States View → JW Jacqueline Waterworth Jacqueline Waterworth Colleague at Lpl FinancialEphrata, Pennsylvania, United States, United States View → KF Katherine Fox Katherine Fox Colleague at Lpl FinancialCharlotte, North Carolina, United States, United States View → MA Mary Ann Vance Mary Ann Vance Colleague at Lpl FinancialVentura, California, United States, United States View → TE Tee E Tee E Colleague at Lpl FinancialVista, California, United States, United States View → OF Omar F. Cujar, Cfpยฎ, Cpwaยฎ Omar F. Cujar, Cfpยฎ, Cpwaยฎ Colleague at Lpl FinancialBoca Raton, Florida, United States, United States View → BM Brian Moquin Brian Moquin Colleague at Lpl FinancialCharlotte Metro, United States View → MC Mark Caramat Mark Caramat Colleague at Lpl FinancialSan Diego, California, United States, United States View → GO Gabe Oliphant Gabe Oliphant Colleague at Lpl FinancialCharlotte, North Carolina, United States, United States View → ML Michael Lujan Michael Lujan Colleague at Lpl FinancialSan Diego, California, United States, United States View →
2 education records

Jay Patel education

FAQ

Frequently asked questions about Jay Patel

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

What company does Jay Patel work for?

Jay Patel works for LPL Financial.

What is Jay Patel's role at LPL Financial?

Jay Patel is listed as AVP, Product Owner, Technology Product at LPL Financial.

Where is Jay Patel based?

Jay Patel is based in Charlotte Metro, United States, United States while working with LPL Financial.

What companies has Jay Patel worked for?

Jay Patel has worked for Lpl Financial, Edward Jones, Wells Fargo, Donnelly Financial, and Physicians Choice Laboratory Services.

Who are Jay Patel's colleagues at LPL Financial?

Jay Patel's colleagues at LPL Financial include Arin Glenn, Jacqueline Waterworth, Katherine Fox, Mary Ann Vance, and Tee E.

How can I contact Jay Patel?

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

What schools did Jay Patel attend?

Jay Patel holds Master Of Arts (M.A.), Diplomacy And International Relations from Seton Hall University.

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