AeroLeads people directory · profile
Kapil Patel Email & Phone Number
Head of Tech M and A Integrations
at
Corient
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Head of Tech M and A Integrations
Location
Wayne, Pennsylvania, United States
Company size
Who is Kapil Patel? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kapil Patel is listed as Head of Tech M and A Integrations at Corient, a with 1120 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Kapil Patel.
Kapil Patel previously worked as Senior Director at Corient and IT Operations Manager at Corient. Kapil Patel holds Bachelor Of Business Administration (B.B.A.), Majors: Accounting And Finance Minor: Management Information Systems from Temple University - Fox School Of Business And Management.
Company email context
Email format at Corient
This section adds company-level context without repeating Kapil Patel's masked contact details.
Corient
Review company-level records connected to Kapil Patel before choosing the right outreach path.
Profile bio
About Kapil Patel
Strategic and analytical IT manager steering organizational advancement by directing daily business operations and executing key IT initiatives that achieve revenue growth, profitability, and operational effectiveness. Develop and lead high-performing teams to exceed expectations and achieve significant growth. Streamline operations through robust process improvements. Lead all phases of large projects from initiation and planning to execution. Troubleshoot and resolve complex issues.
Current workplace
Kapil Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Corient
7 roles
Kapil Patel work experience
A career timeline built from the work history available for this profile.
Senior Director
It Operations Manager
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As… Show more Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies Show less
Sr. Portfolio Administrator
Radnor Financial Advisors, Llc
Jul 2011 - Nov 2018
Junior Financial Analyst - Intern
Radnor Financial Advisors, Llc
- Prepared reports for upper management and clients; verified daily activity journals. - Initiated wire transfers, mutual fund/equity trade tickets, and prepared class action notices.- Learned basic knowledge of trusts, planning, and basic financial disciplines. - Gained experience working with alternative investments.
May 2011 - Jul 2011
Audio Visual Specialist
- Provided support for events that took place for the departments.- Maintained projectors, microphones, speakers, drop down screens, cameras, and display boards.- Gained knowledge of cutting edge technology.
May 2009 - May 2011
Head Consultant
- Provided support to 6,500 faculty and students with computers, laptops, printers, and network problems.- Helped with Desk Support, Network Support, PC Rollout and Desktop Repair.- Assisted with budget planning, reviewing invoices and performing audits on incoming inventory- Supervised 35 Lab Consultants and serviced over 500 Desktop PCs.- Conducted research to determine what equipment or software should be purchased for the facilities.
Sep 2007 - May 2011
1 education record
Kapil Patel education
FAQ
Frequently asked questions about Kapil Patel
Quick answers generated from the profile data available on this page.
What company does Kapil Patel work for?
Kapil Patel works for Corient.
What is Kapil Patel's role at Corient?
Kapil Patel is listed as Head of Tech M and A Integrations at Corient.
Where is Kapil Patel based?
Kapil Patel is based in Wayne, Pennsylvania, United States while working with Corient.
What companies has Kapil Patel worked for?
Kapil Patel has worked for Corient, Radnor Financial Advisors, Llc, and Temple University.
How can I contact Kapil Patel?
You can use AeroLeads to view verified contact signals for Kapil Patel at Corient, including work email, phone, and LinkedIn data when available.
What schools did Kapil Patel attend?
Kapil Patel holds Bachelor Of Business Administration (B.B.A.), Majors: Accounting And Finance Minor: Management Information Systems from Temple University - Fox School Of Business And Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Kapil Patel you were looking for.
View similar profiles
