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Mitesh Patel Cfa
Mitesh Patel Cfa
Head of Robo Portfolios & Personal Advice | President - Ally Invest Advisors | Ally
Charlotte, North Carolina, United States
Mitesh Patel Cfa
Summary
Mitesh Patel is an accomplished finance professional with extensive experience in asset management and alternative investments. Currently serving as the Head of Robo Portfolios and Personal Advice at Ally, he oversees a substantial advisory platform managing over $1 billion in assets. His career spans notable firms such as Bank of America and Cerberus Capital Management, where he developed a strong foundation in derivatives and macroeconomic strategies. Mitesh has a proven track record in leading teams and driving innovation in financial products, evidenced by his successful expansion of Ally's robo-advisory offerings. With a passion for blending technology and finance, he actively engages in enhancing user experiences across digital platforms. Mitesh's academic background includes a Bachelor of Science in Economics from Clemson University, further solidifying his analytical skills. His diverse expertise allows him to craft tailored investment solutions for a wide range of clients, making him a valuable asset in the financial services industry.
Mitesh Patel Cfa
Work Experience
Head of Robo Portfolios & Personal Advice | President - Ally Invest Advisors at
Ally
May 2018 - Present
Investment Strategist at
Variant Perception
May 2016 - May 2018
Managing Director, Liquid Products Strategy at
Elevation Securities
May 2016 - May 2018
Senior Vice President, Macro Hedging & Interest Rates Trading at
Cerberus Capital Management
March 2014 - February 2016
Director, Global Capital Markets at
Ally Financial
February 2009 - February 2014
Trader at
Round Table Investment Management
January 2007 - January 2009
Trader, Corporate Investments Group at
Bank of America Corporation
February 2005 - May 2007
Economic Research Analyst, Corporate Research at
Bank of America Corporation
June 2003 - February 2005
Analyst, Balance Sheet Management at
Bank of America Corporation
January 2002 - June 2003
Mitesh Patel Cfa
Education
Clemson University, Bachelor Of Science (Bsc)
January 1997 - January 2001
London School of Economics
Frequently Asked Questions about Mitesh Patel Cfa
What is Mitesh Patel Cfa email address?
Mitesh Patel Cfa's primary email address is ************@ally.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Mitesh Patel Cfa work for?
Mitesh Patel Cfa is a Head of Robo Portfolios & Personal Advice | President - Ally Invest Advisors at Ally, a company specializing in Functions related to depository banking.
Where Mitesh Patel Cfa graduated from?
Mitesh Patel Cfa holds a degree in Economics from Clemson University.
How can I directly contact Mitesh Patel Cfa?
To contact Mitesh Patel Cfa directly, you can use the email address ************@ally.com. Complete contact information is available upon registration with Muraena.
Who is Mitesh Patel Cfa?
Mitesh Patel is an accomplished finance professional with extensive experience in asset management and alternative investments. Currently serving as the Head of Robo Portfolios and Personal Advice at Ally, he oversees a substantial advisory platform managing over $1 billion in assets. His career spans notable firms such as Bank of America and Cerberus Capital Management, where he developed a strong foundation in derivatives and macroeconomic strategies. Mitesh has a proven track record in leading teams and driving innovation in financial products, evidenced by his successful expansion of Ally's robo-advisory offerings. With a passion for blending technology and finance, he actively engages in enhancing user experiences across digital platforms. Mitesh's academic background includes a Bachelor of Science in Economics from Clemson University, further solidifying his analytical skills. His diverse expertise allows him to craft tailored investment solutions for a wide range of clients, making him a valuable asset in the financial services industry.
Mitesh`s contact details
************@ally.com
******@cerberuscapital.com
Colleagues
Executive Director Employee Solutions & Workforce Analytics
Chief Procurement Officer
Executive Director, Consumer and Commercial Bank Finance
Executive Director, Employee Experience & Communications
Executive Director
Regional Executive Director
Executive Director, Marketing - Strategic Investments, Planning and Business Administration
Managing Director – Balance Sheet Management, NII Forecast & Funding Plan
Managing Director
Executive Director Compliance - Strategic Programs and Operations