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Mitesh Patel Cfa

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Mitesh Patel Cfa

Head of Robo Portfolios & Personal Advice | President - Ally Invest Advisors | Ally

Charlotte, North Carolina, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Mitesh Patel Cfa

Work Experience

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Head of Robo Portfolios & Personal Advice | President - Ally Invest Advisors at

Ally

May 2018 - Present

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Investment Strategist at

Variant Perception

May 2016 - May 2018

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Managing Director, Liquid Products Strategy at

Elevation Securities

May 2016 - May 2018

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Senior Vice President, Macro Hedging & Interest Rates Trading at

Cerberus Capital Management

March 2014 - February 2016

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Director, Global Capital Markets at

Ally Financial

February 2009 - February 2014

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Trader at

Round Table Investment Management

January 2007 - January 2009

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Trader, Corporate Investments Group at

Bank of America Corporation

February 2005 - May 2007

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Economic Research Analyst, Corporate Research at

Bank of America Corporation

June 2003 - February 2005

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Analyst, Balance Sheet Management at

Bank of America Corporation

January 2002 - June 2003

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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

mail

************@ally.com

******@cerberuscapital.com

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