Sonali Patel

Sonali Patel Email and Phone Number

Asset and Wealth Management @ JPMorgan Chase & Co.
Austin, TX, US
Sonali Patel's Location
Austin, Texas Metropolitan Area, United States
About Sonali Patel

Sonali Patel is a Asset and Wealth Management at JPMorgan Chase & Co.. She is proficient in Spanish.

Sonali Patel's Current Company Details
JPMorgan Chase & Co.

Jpmorgan Chase & Co.

View
Asset and Wealth Management
Austin, TX, US
Employees:
213060
Sonali Patel Work Experience Details
  • Jpmorgan Chase & Co.
    Asset And Wealth Management
    Jpmorgan Chase & Co.
    Austin, Tx, Us
  • Jpmorgan Chase & Co.
    Asset & Wealth Management
    Jpmorgan Chase & Co. May 2022 - Present
  • Deloitte
    Consultant
    Deloitte May 2021 - May 2022
  • Deloitte
    Business Technology Analyst
    Deloitte Oct 2019 - May 2021
    Austin, Texas
    • Built and helped architect Anaplan ecosystems to help drive end to end technology transformation for Fortune 500 companies• Presented completed user stories to clients to gather feedback and implement additional changes to get to desired final product• Created UAT and SIT scripts to validate integrity of functionality built; resolved defects and closed testing with 100% pass rate
  • Voiant
    Anaplan Business Solutions Consultant
    Voiant Sep 2018 - Sep 2019
    Austin, Texas Area
    • Designed system workflows, created wireframes, developed system requirements, and built Anaplan models for FP&A and Sales Performance use cases• Utilized agile methodology to help clients transition from spreadsheets to cloud based software and allow for value added analysis
  • Apache Corporation
    Supply Chain Management Analyst Intern
    Apache Corporation May 2017 - Aug 2017
    Houston, Texas Area
    • Generated a KPI scorecard and dashboard for sand and trucking logistics and implemented said tools to build better relations with suppliers • Reviewed potential bids for pipe hauling supplier contracts and extracted data from proposals• Created, managed, and automated invoices, payment transactions, and credit memos using Batch Manager Invoicing Software• Balanced and audited batch summary reports for verification and approval through the use of Basware
  • Texas A&M University
    Research Assistant
    Texas A&M University May 2016 - May 2017
    • Examined the financial consequences of CEO dismissal on competitor Fortune 500 companies to predict future financial performance such as stock price • Analyzed company’s proxy statements to see if guidelines set forth by a company for director ownership helped align the board of directors interest with that of the company’s • Used LexisNexis and Factiva databases to obtain information and uncover patterns in large sets of data

Sonali Patel Education Details

Frequently Asked Questions about Sonali Patel

What company does Sonali Patel work for?

Sonali Patel works for Jpmorgan Chase & Co.

What is Sonali Patel's role at the current company?

Sonali Patel's current role is Asset and Wealth Management.

What schools did Sonali Patel attend?

Sonali Patel attended Texas A&m University, Texas A&m University.

Who are Sonali Patel's colleagues?

Sonali Patel's colleagues are Joshua Werdein, Vidisha Padyachi, Hussein Fellahi, Amy G., Brittany Mayo, David Ziegler, Federico Hilsenrat.

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