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Sonali Patel Email & Phone Number
Asset and Wealth Management
at
JPMorgan Chase & Co.
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Asset and Wealth Management
Location
Austin, Texas Metropolitan Area, United States
Company size
Who is Sonali Patel? Overview
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Quick answer
Sonali Patel is listed as Asset and Wealth Management at JPMorgan Chase & Co., a with 213060 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Sonali Patel.
Sonali Patel previously worked as Asset & Wealth Management at Jpmorgan Chase & Co. and Consultant at Deloitte. Sonali Patel holds Supply Chain Management from Texas A&M University.
Company email context
Email format at JPMorgan Chase & Co.
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JPMorgan Chase & Co.
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Profile bio
About Sonali Patel
Sonali Patel is a Asset and Wealth Management at JPMorgan Chase & Co.. She is proficient in Spanish.
Current workplace
Sonali Patel's current company
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Jpmorgan Chase & Co.
7 roles
Sonali Patel work experience
A career timeline built from the work history available for this profile.
Asset & Wealth Management
Consultant
May 2021 - May 2022
Business Technology Analyst
• 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
Oct 2019 - May 2021
Anaplan Business Solutions Consultant
• 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
Sep 2018 - Sep 2019
Supply Chain Management Analyst Intern
• 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
May 2017 - Aug 2017
Research Assistant
• 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
May 2016 - May 2017
Team & coworkers
Colleagues at JPMorgan Chase & Co.
Other employees you can reach at jpmorganchase.com. View company contacts for 213060 employees →
MN
Marwane Nouri
Colleague at Jpmorgan Chase & Co.Paris, Île-De-France, France
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GP
Gaurav Patankar
Colleague at Jpmorgan Chase & Co.Pune, Maharashtra, India
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JD
Jake-Anthony Diaz
Colleague at Jpmorgan Chase & Co.New York, United States
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BZ
Brittany Zeno
Colleague at Jpmorgan Chase & Co.Calumet City, Illinois, United States
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JV
Jayesh Vadher
Colleague at Jpmorgan Chase & Co.Mumbai, Maharashtra, India
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RJ
Ranjitha J
Colleague at Jpmorgan Chase & Co.Bengaluru, Karnataka, India
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LF
Lucie Fernandes
Colleague at Jpmorgan Chase & Co.Mumbai, Maharashtra, India
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VP
Vinay Pirisingula
Colleague at Jpmorgan Chase & Co.Mancherial, Telangana, India
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AR
Allison Ramsey
Colleague at Jpmorgan Chase & Co.Chicago, Illinois, United States
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CA
Cecilia Ana
Colleague at Jpmorgan Chase & Co.Argentina
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Marwane Nouri
Colleague at Jpmorgan Chase & Co.Paris, Île-De-France, France
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GP
Gaurav Patankar
Colleague at Jpmorgan Chase & Co.Pune, Maharashtra, India
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JD
Jake-Anthony Diaz
Colleague at Jpmorgan Chase & Co.New York, United States
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BZ
Brittany Zeno
Colleague at Jpmorgan Chase & Co.Calumet City, Illinois, United States
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JV
Jayesh Vadher
Colleague at Jpmorgan Chase & Co.Mumbai, Maharashtra, India
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RJ
Ranjitha J
Colleague at Jpmorgan Chase & Co.Bengaluru, Karnataka, India
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LF
Lucie Fernandes
Colleague at Jpmorgan Chase & Co.Mumbai, Maharashtra, India
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VP
Vinay Pirisingula
Colleague at Jpmorgan Chase & Co.Mancherial, Telangana, India
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AR
Allison Ramsey
Colleague at Jpmorgan Chase & Co.Chicago, Illinois, United States
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CA
Cecilia Ana
Colleague at Jpmorgan Chase & Co.Argentina
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2 education records
Sonali Patel education
Supply Chain Management
Certificate In Analytics And Consulting
FAQ
Frequently asked questions about Sonali Patel
Quick answers generated from the profile data available on this page.
What company does Sonali Patel work for?
Sonali Patel works for JPMorgan Chase & Co..
What is Sonali Patel's role at JPMorgan Chase & Co.?
Sonali Patel is listed as Asset and Wealth Management at JPMorgan Chase & Co..
Where is Sonali Patel based?
Sonali Patel is based in Austin, Texas Metropolitan Area, United States while working with JPMorgan Chase & Co..
What companies has Sonali Patel worked for?
Sonali Patel has worked for Jpmorgan Chase & Co., Deloitte, Voiant, Apache Corporation, and Texas A&M University.
Who are Sonali Patel's colleagues at JPMorgan Chase & Co.?
Sonali Patel's colleagues at JPMorgan Chase & Co. include Marwane Nouri, Gaurav Patankar, Jake-Anthony Diaz, Brittany Zeno, and Jayesh Vadher.
How can I contact Sonali Patel?
You can use AeroLeads to view verified contact signals for Sonali Patel at JPMorgan Chase & Co., including work email, phone, and LinkedIn data when available.
What schools did Sonali Patel attend?
Sonali Patel holds Supply Chain Management from Texas A&M University.
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