Neil Patel, Crps®, Cpfa, C(K)P®

Neil Patel, Crps®, Cpfa, C(K)P® Email and Phone Number

Director at UBS @ UBS
zurich, zurich, switzerland
Neil Patel, Crps®, Cpfa, C(K)P®'s Location
New York City Metropolitan Area, United States
Neil Patel, Crps®, Cpfa, C(K)P®'s Contact Details

Neil Patel, Crps®, Cpfa, C(K)P® personal email

About Neil Patel, Crps®, Cpfa, C(K)P®

Neil Patel, Crps®, Cpfa, C(K)P® is a Director at UBS at UBS. He possess expertise in project management, business strategy, product management, sales, microsoft excel and 27 more skills. He is proficient in Spanish and Hindi.

Neil Patel, Crps®, Cpfa, C(K)P®'s Current Company Details
UBS

Ubs

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Director at UBS
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
Neil Patel, Crps®, Cpfa, C(K)P® Work Experience Details
  • Ubs
    Director
    Ubs Dec 2021 - Present
    Weehawken, New Jersey, United States
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  • Bank Of America
    Vp, Merrill Sales Performance Manager
    Bank Of America Jun 2019 - Nov 2021
    New York, New York
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  • Bank Of America
    Avp- Program Innovation & Execution
    Bank Of America Jan 2013 - Jun 2019
    New Jersey
    Developed and implemented strategic initiatives for Merrill Lynch Life Priorities, a new program to equip financial advisors to better understand clients, engage in discussions, and identify their goals as part of Merrill’s Goals-Based Wealth Management. Collaborated extensively with functional and channel groups to implement.
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  • Bank Of America
    Global Wealth Investment Management Rotational Analyst
    Bank Of America Jul 2011 - Dec 2012
    New Jersey
    Responsible for multi-channel due diligence to improve internal effectiveness and reduce risk. Working closely with legal, risk, compliance, operations team, and various product groups to accomplish various tasks and projects with rigorous deadlines and management visibility.
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  • Ferguson Associates
    Operations Manager
    Ferguson Associates Sep 2006 - Jun 2011
    Edison, New Jersey
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  • Northwestern Mutual Life
    Sales Associate
    Northwestern Mutual Life Sep 2009 - May 2010
    Princeton, New Jersey
    View

Neil Patel, Crps®, Cpfa, C(K)P® Skills

Project Management Business Strategy Product Management Sales Microsoft Excel Microsoft Office Customer Service New Business Development Vendor Management Business Analysis Risk Management Retirement Financial Services Team Leadership Wealth Management Analytical Skills Strategy Management Finance Business Process Improvement Event Management Event Planning Financial Analysis Business Intelligence Basel Ii Credit Risk Banking Business Objects Investment Banking Financial Reporting Portfolio Management Trading

Neil Patel, Crps®, Cpfa, C(K)P® Education Details

Frequently Asked Questions about Neil Patel, Crps®, Cpfa, C(K)P®

What company does Neil Patel, Crps®, Cpfa, C(K)P® work for?

Neil Patel, Crps®, Cpfa, C(K)P® works for Ubs

What is Neil Patel, Crps®, Cpfa, C(K)P®'s role at the current company?

Neil Patel, Crps®, Cpfa, C(K)P®'s current role is Director at UBS.

What is Neil Patel, Crps®, Cpfa, C(K)P®'s email address?

Neil Patel, Crps®, Cpfa, C(K)P®'s email address is ne****@****hoo.com

What schools did Neil Patel, Crps®, Cpfa, C(K)P® attend?

Neil Patel, Crps®, Cpfa, C(K)P® attended Rutgers University.

What skills is Neil Patel, Crps®, Cpfa, C(K)P® known for?

Neil Patel, Crps®, Cpfa, C(K)P® has skills like Project Management, Business Strategy, Product Management, Sales, Microsoft Excel, Microsoft Office, Customer Service, New Business Development, Vendor Management, Business Analysis, Risk Management, Retirement.

Who are Neil Patel, Crps®, Cpfa, C(K)P®'s colleagues?

Neil Patel, Crps®, Cpfa, C(K)P®'s colleagues are John Campbell, Joe Cohen, Nathan Rüegg, Andrea Cabua, Thomas Ghita, Heinrich Baer, Deepak Khanwalkar.

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