Sonia Patel, Mba
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Sonia Patel, Mba Email & Phone Number

Senior Registered Client Associate at Family Wealth Solutions at Family Wealth Solutions
Location: Tampa, Florida, United States 7 work roles 3 schools
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Current company
Family Wealth Solutions
Role
Senior Registered Client Associate at Family Wealth Solutions
Location
Tampa, Florida, United States

Who is Sonia Patel, Mba? Overview

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Sonia Patel, Mba is listed as Senior Registered Client Associate at Family Wealth Solutions at Family Wealth Solutions, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Sonia Patel, Mba.

Sonia Patel, Mba previously worked as Senior Registered Client Associate at Family Wealth Solutions and Sr. Registered Client Associate at Raymond James Financial. Sonia Patel, Mba holds Masters, Human Resources Management from Keller Graduate School Of Management Of Devry University.

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Family Wealth Solutions

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About Sonia Patel, Mba

Family Wealth Solutions is a boutique independent wealth management office dedicated to creating better lives for both clients and advisors.We provide a turn-key solution for advisors and clients to the independent world while providing a personalized experience that feels like home.Learn more about us at: www.famwealthsolutions.com

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Sonia Patel, Mba's current company

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Family Wealth Solutions
Family Wealth Solutions
Senior Registered Client Associate at Family Wealth Solutions
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7 roles

Sonia Patel, Mba work experience

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Senior Registered Client Associate

Current
Family Wealth Solutions

Lakewood Ranch, Florida, United States

Established in 2019, Family Wealth Solutions is committed to delivering a quality investment and financial planning platform that enriches clients’ lives, while building a fun, collaborative, family-focused culture for the advisors that advocate for them.Family Wealth Solutions offers a “turn-key” solution down the path to the independent world, with a strong track record of success. Join our family at: http://www.famwealthsolutions.com

Nov 2019 - Present

Sr. Registered Client Associate

Raymond James Financial

St Petersburg, Florida, United States

Nov 2019 - May 2023

Licensed Personal Banker/ Investment Associate

Wells Fargo Advisors

St Petersburg, Florida, United States

Aug 2016 - Oct 2019
3 education records

Sonia Patel, Mba education

Post Graduate Diploma, Human Resources Management

St. Francis College, Hyderabad, India

Bachelors, Management

St. Francis College, Hyderabad, India
FAQ

Frequently asked questions about Sonia Patel, Mba

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

What company does Sonia Patel, Mba work for?

Sonia Patel, Mba works for Family Wealth Solutions.

What is Sonia Patel, Mba's role at Family Wealth Solutions?

Sonia Patel, Mba is listed as Senior Registered Client Associate at Family Wealth Solutions at Family Wealth Solutions.

Where is Sonia Patel, Mba based?

Sonia Patel, Mba is based in Tampa, Florida, United States while working with Family Wealth Solutions.

What companies has Sonia Patel, Mba worked for?

Sonia Patel, Mba has worked for Family Wealth Solutions, Raymond James Financial, Wells Fargo Advisors, Fifth Third Bank, and Sears Holdings Corporation.

How can I contact Sonia Patel, Mba?

You can use AeroLeads to view verified contact signals for Sonia Patel, Mba at Family Wealth Solutions, including work email, phone, and LinkedIn data when available.

What schools did Sonia Patel, Mba attend?

Sonia Patel, Mba holds Masters, Human Resources Management from Keller Graduate School Of Management Of Devry University.

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