Profilo
Ms. Sonal Patel joined the Berkeley Endowment Management Company in 2011 as an Associate Director of Investments.
Ms. Patel brings with her over five years of public equities experience as a research associate covering US oil & gas in the active equity research group at TIAA CREF and as an associate analyst covering US retail & internet at Prudential Equity Group.
Previously, Ms. Patel began her career as an investment banking analyst at Merrill Lynch and an auditor at Deloitte & Touche, then branched out into the business development arena with a successful start-up.
Ms. Patel earned a B.A. in Economics and Psychology from UCLA and an M.B.A. from Columbia Business School.
Precedenti posizioni note di Sonal Patel
| Società | Posizione | Fine |
|---|---|---|
Berkeley Endowment Management Co.
Berkeley Endowment Management Co. Investment ManagersFinance Profile Unavailabl | Gestore di Portafoglio-Azioni | 01/01/2013 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Comptroller/Controller/Auditor | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management. | Corporate Officer/Principal | - |
Formazione di Sonal Patel
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Berkeley Endowment Management Co.
Berkeley Endowment Management Co. Investment ManagersFinance Profile Unavailabl | Finance |
















