AeroLeads people directory · profile

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

Director at UBS at UBS
Location: New York City Metropolitan Area, United States, United States 6 work roles 1 school
1 work email found @ubs.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@ubs.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
UBS
Role
Director at UBS
Location
New York City Metropolitan Area, United States, United States
Company size
81377 employees

Who is Neil Patel, Crps®, Cpfa, C(K)P®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Neil Patel, Crps®, Cpfa, C(K)P® is listed as Director at UBS at UBS, a company with 81377 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Neil Patel, Crps®, Cpfa, C(K)P®.

Neil Patel, Crps®, Cpfa, C(K)P® previously worked as Director at Ubs and VP, Merrill Sales Performance Manager at Bank Of America. Neil Patel, Crps®, Cpfa, C(K)P® holds "Bs", Finance from Rutgers University.

Company email context

Email format at UBS

This section adds company-level context without repeating Neil Patel, Crps®, Cpfa, C(K)P®'s masked contact details.

*@ubs.com
71% confidence

AeroLeads found 1 current-domain work email signal for Neil Patel, Crps®, Cpfa, C(K)P®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

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.

Listed skills include Project Management, Business Strategy, Product Management, Sales, and 28 others.

Current workplace

Neil Patel, Crps®, Cpfa, C(K)P®'s current company

Company context helps verify the profile and gives searchers a useful next step.

UBS
Ubs
Director at UBS
zurich, zurich, switzerland
Website
ubs.com
Employees
81377
AeroLeads page
Company profile
View company profile Email format
6 roles

Neil Patel, Crps®, Cpfa, C(K)P® work experience

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

Director

Current
Ubs

Weehawken, New Jersey, United States

Dec 2021 - Present

Vp, Merrill Sales Performance Manager

Bank Of America

New York, New York

Jun 2019 - Nov 2021

Avp- Program Innovation & Execution

Bank Of America

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.

Jan 2013 - Jun 2019

Global Wealth Investment Management Rotational Analyst

Bank Of America

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.

Jul 2011 - Dec 2012
Team & coworkers

Colleagues at UBS

Other employees you can reach at ubs.com. View company contacts for 81377 employees →

FP Fiona Perry Fiona Perry Colleague at UbsGreater London, England, United Kingdom, United Kingdom View → BC Brian Cooke Brian Cooke Colleague at UbsNatick, Massachusetts, United States, United States View → AO Anne Oliver Anne Oliver Colleague at UbsLexington, Kentucky, United States, United States View → SE Sridhar Ekkurthi Sridhar Ekkurthi Colleague at UbsNew York City Metropolitan Area, United States View → JL Jim Lai Jim Lai Colleague at UbsSingapore, Singapore, Singapore View → SK Sadeep Kumar Sadeep Kumar Colleague at UbsPatna, Bihar, India, India View → PB Philipp Beck Philipp Beck Colleague at UbsZurich, Switzerland, Switzerland View → MO Melike Okutan Melike Okutan Colleague at UbsSwitzerland, Switzerland View → TC Tafadzwa Chitemerere Tafadzwa Chitemerere Colleague at UbsAustralia, Australia View → PD Priyanka Dhanani Priyanka Dhanani Colleague at UbsZurich, Switzerland, Switzerland View →
1 education record

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

FAQ

Frequently asked questions about Neil Patel, Crps®, Cpfa, C(K)P®

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

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 UBS?

Neil Patel, Crps®, Cpfa, C(K)P® is listed as Director at UBS at UBS.

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

AeroLeads has found 1 work email signal at @ubs.com for Neil Patel, Crps®, Cpfa, C(K)P® at UBS.

Where is Neil Patel, Crps®, Cpfa, C(K)P® based?

Neil Patel, Crps®, Cpfa, C(K)P® is based in New York City Metropolitan Area, United States, United States while working with UBS.

What companies has Neil Patel, Crps®, Cpfa, C(K)P® worked for?

Neil Patel, Crps®, Cpfa, C(K)P® has worked for Ubs, Bank Of America, Ferguson Associates, and Northwestern Mutual Life.

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

Neil Patel, Crps®, Cpfa, C(K)P®'s colleagues at UBS include Fiona Perry, Brian Cooke, Anne Oliver, Sridhar Ekkurthi, and Jim Lai.

How can I contact Neil Patel, Crps®, Cpfa, C(K)P®?

You can use AeroLeads to view verified contact signals for Neil Patel, Crps®, Cpfa, C(K)P® at UBS, including work email, phone, and LinkedIn data when available.

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

Neil Patel, Crps®, Cpfa, C(K)P® holds "Bs", Finance from Rutgers University.

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

Neil Patel, Crps®, Cpfa, C(K)P® is listed with skills including Project Management, Business Strategy, Product Management, Sales, Microsoft Excel, Microsoft Office, Customer Service, and New Business Development.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.