Mitesh Patel Cfa
As the Head of Ally Invest Advisors @ Ally, I am responsible for both the Robo Portfolios and... | Charlotte Metro, Charlotte Metro, United States
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Mitesh Patel Cfa’s Emails mi****@al****.com
Mitesh Patel Cfa’s Phone Numbers No phone number available.
Social Media
Mitesh Patel Cfa’s Location Charlotte Metro, Charlotte Metro, United States
Mitesh Patel Cfa’s Expertise As the Head of Ally Invest Advisors @ Ally, I am responsible for both the Robo Portfolios and the Personal Advice businesses - serving more than 60,000 customers and managing assets exceeding 1 billion (10x growth / 5 years). I have had a diverse career at both established firms such as Bank of America and Cerberus Capital and dynamic companies such as Ally Financial (during GFC), Round Table (start-up hedge fund) and Elevation Securities (independent broker-dealer) --------------------------------------------------------------------------------------------------------- In my current capacity, I am accountable the overall direction of the advisory platform and for ~250 employees: 15 direct associates (distribution, advisory, trading and operations) and >230 indirect through function and support partners. Additionally, I serve as the President of Ally Invest Advisors, where my responsibilities include ensuring regulatory compliance across our advisory businesses and spearheading portfolio construction and investment management. Throughout my career, I've developed expertise in corporate treasury, portfolio management, alternative investing, hedging, and global macro research. My passion lies in leveraging this knowledge across multiple asset classes to create innovative and tailored solutions for varied cliennts.
Mitesh Patel Cfa’s Current Industry Ally
Mitesh
Patel Cfa’s Prior Industry
Bank Of America
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Round Table Investment Management
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Ally Financial
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Cerberus Capital Management
|
Elevation Securities
|
Variant Perception
|
Ally
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Work Experience
Ally
Head of Robo Portfolios & Personal Advice | President - Ally Invest Advisors
Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Elevation Securities
Managing Director, Liquid Products Strategy
Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Variant Perception
Investment Strategist
Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Cerberus Capital Management
Senior Vice President, Macro Hedging & Interest Rates Trading
Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Ally Financial
Director, Global Capital Markets
Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Round Table Investment Management
Trader
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank Of America
Trader, Corporate Investments Group
Tue Feb 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank Of America
Economic Research Analyst, Corporate Research
Sun Jun 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank Of America
Analyst, Balance Sheet Management
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Mitesh Patel Cfa Email Addresses
FAQ About Mitesh Patel Cfa
-
Mitesh Patel Cfa is located at
Charlotte Metro, Charlotte Metro, United States -
Mitesh Patel Cfa is a
As the Head of Ally Invest Advisors @ Ally, I am responsible for both the Robo Portfolios and the Personal Advice businesses - serving more than 60,000 customers and managing assets exceeding 1 billion (10x growth / 5 years). I have had a diverse career at both established firms such as Bank of America and Cerberus Capital and dynamic companies such as Ally Financial (during GFC), Round Table (start-up hedge fund) and Elevation Securities (independent broker-dealer) --------------------------------------------------------------------------------------------------------- In my current capacity, I am accountable the overall direction of the advisory platform and for ~250 employees: 15 direct associates (distribution, advisory, trading and operations) and >230 indirect through function and support partners. Additionally, I serve as the President of Ally Invest Advisors, where my responsibilities include ensuring regulatory compliance across our advisory businesses and spearheading portfolio construction and investment management. Throughout my career, I've developed expertise in corporate treasury, portfolio management, alternative investing, hedging, and global macro research. My passion lies in leveraging this knowledge across multiple asset classes to create innovative and tailored solutions for varied cliennts. Ally -
Mitesh Patel Cfa currently works in the
Ally -
Mitesh Patel Cfa specializes in
As the Head of Ally Invest Advisors @ Ally, I am responsible for both the Robo Portfolios and the Personal Advice businesses - serving more than 60,000 customers and managing assets exceeding 1 billion (10x growth / 5 years). I have had a diverse career at both established firms such as Bank of America and Cerberus Capital and dynamic companies such as Ally Financial (during GFC), Round Table (start-up hedge fund) and Elevation Securities (independent broker-dealer) --------------------------------------------------------------------------------------------------------- In my current capacity, I am accountable the overall direction of the advisory platform and for ~250 employees: 15 direct associates (distribution, advisory, trading and operations) and >230 indirect through function and support partners. Additionally, I serve as the President of Ally Invest Advisors, where my responsibilities include ensuring regulatory compliance across our advisory businesses and spearheading portfolio construction and investment management. Throughout my career, I've developed expertise in corporate treasury, portfolio management, alternative investing, hedging, and global macro research. My passion lies in leveraging this knowledge across multiple asset classes to create innovative and tailored solutions for varied cliennts. -
Mitesh Patel Cfa speaks the following languages:
No languages available. -
Mitesh Patel Cfa has prior experience in the following industries:
Elevation Securities , Variant Perception , Cerberus Capital Management , Ally Financial , Round Table Investment Management , Bank Of America , Bank Of America , Bank Of America -
Mitesh Patel Cfa has the following professional experience:
Ally , Elevation Securities , Variant Perception , Cerberus Capital Management , Ally Financial , Round Table Investment Management , Bank Of America , Bank Of America , Bank Of America . -
You can view Mitesh Patel Cfa’s
LinkedIn profile at LinkedIn URL. -
Mitesh Patel Cfa’s work email addresses are
[email protected] . -
Mitesh Patel Cfa works at
Ally
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