Sonia Patel, Mba

Sonia Patel, Mba Email and Phone Number

Senior Registered Client Associate at Family Wealth Solutions @ Family Wealth Solutions
Sonia Patel, Mba's Location
Tampa, Florida, United States, United States
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

Sonia Patel, Mba's Current Company Details
Family Wealth Solutions

Family Wealth Solutions

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Senior Registered Client Associate at Family Wealth Solutions
Sonia Patel, Mba Work Experience Details
  • Family Wealth Solutions
    Senior Registered Client Associate
    Family Wealth Solutions Nov 2019 - Present
    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
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  • Raymond James Financial
    Sr. Registered Client Associate
    Raymond James Financial Nov 2019 - May 2023
    St Petersburg, Florida, United States
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  • Wells Fargo Advisors
    Licensed Personal Banker/ Investment Associate
    Wells Fargo Advisors Aug 2016 - Oct 2019
    St Petersburg, Florida, United States
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  • Fifth Third Bank
    Customer Service Representative
    Fifth Third Bank Jun 2011 - Jul 2016
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  • Sears Holdings Corporation
    Customer Service Manager
    Sears Holdings Corporation Mar 2010 - Sep 2011
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  • Indian School Of Business
    Hr Generalist
    Indian School Of Business Jun 2005 - Dec 2008
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  • Indian School Of Business
    Hr Generalist
    Indian School Of Business Jun 2005 - Dec 2008
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Sonia Patel, Mba Education Details

Frequently Asked Questions about Sonia Patel, Mba

What company does Sonia Patel, Mba work for?

Sonia Patel, Mba works for Family Wealth Solutions

What is Sonia Patel, Mba's role at the current company?

Sonia Patel, Mba's current role is Senior Registered Client Associate at Family Wealth Solutions.

What schools did Sonia Patel, Mba attend?

Sonia Patel, Mba attended Keller Graduate School Of Management Of Devry University, St. Francis College, Hyderabad, India, St. Francis College, Hyderabad, India.

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