Biren Patel
Portfolio Manager-Aktien bei Bank of America, NA (Private Banking)
Profil
Biren C.
Patel is currently working as a Portfolio Manager at Bank of America, NA (Private Banking) since 2011.
Previously, he worked as a Research Analyst at Franklin Street Advisors, Inc. and as a Senior Financial Analyst at Beal Bank SSB.
Mr. Patel completed his undergraduate degree at Purdue University and holds an MBA from Kenan-Flagler Business School.
Aktive Positionen von Biren Patel
Unternehmen | Position | Beginn |
---|---|---|
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Portfolio Manager-Aktien | 01.08.2022 |
Ehemalige bekannte Positionen von Biren Patel
Unternehmen | Position | Ende |
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Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Analyst-Equity | 31.03.2008 |
Beal Bank SSB
Beal Bank SSB Savings BanksFinance Beal Bank SSB engages in the provision of financial services. It specializes in offering rates on certificates of deposit, money market accounts, statement savings accounts, and individual retirement account certificates of deposit. The company was founded by D. Andrew Beal in 1988 and is headquartered in Plano, TX. | Corporate Officer/Principal | - |
Ausbildung von Biren Patel
Kenan-Flagler Business School | Masters Business Admin |
Purdue University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
Beal Bank SSB
Beal Bank SSB Savings BanksFinance Beal Bank SSB engages in the provision of financial services. It specializes in offering rates on certificates of deposit, money market accounts, statement savings accounts, and individual retirement account certificates of deposit. The company was founded by D. Andrew Beal in 1988 and is headquartered in Plano, TX. | Finance |