We found the following information about Sonish Patel at Gateway Financial Advisors, Inc., where Sonish Patel has worked as a Wealth Manager since 2018. Sonish's total work experience is over 16 years, during which time this professional had at least four jobs at different places to develop skills. Sonish studied at the California State University, Fullerton from 1999 to 2001. Sonish currently is located in Los Angeles, California. You can contact with Sonish by looking for phone number or email or find additional info by requesting access to their additional details.
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Sonish Patel
Last updated Aug 14, 2024
Contact Information
Last Update
Jul 10, 2022
Email
so**@adviceperiod.com
Location
Los Angeles, CA
Company
Workplace
Colleagues
Work History
Wealth Manager
6000 Uptown Blvd northeast SUITE 100, Albuquerque, NM 87110
REGISTERED REPRESENTATIVE
Securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA/SIPC.
INVESTMENT ADVISOR REPRESENTATIVE
Cambridge Investment Resear...
Jun 2018 — Feb 2019
Director of Wealth Management
Responsible for the analysis, design, and implementation of wealth management plans and investment strategies for high net-worth individuals, families, and business owners. Creating and on-...
Jan 2012 — Jun 2018
Vice President Advanced Markets
Working with CPAs, Attorneys, Business Managers with the design and implementation of tax planning, estate planning, and risk mitigation strategies for their high net worth clients and busin...
Apr 2002 — Dec 2011
Education
1999 — 2001
1993 — 1996
Occupations
Supporting Member
Executive
Manager
Representative
Sales Specialist
Agent
Sales Agent
Advisor
Accountant
Finance and Accounting Specialist
Team Member
Operations Manager
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Financial Planning
Risk Management
Estate Planning
Retirement Planning
Investment Strategies
Alternative Investments
Investment Advisory
Succession Planning
Life Insurance
Business Planning
Inheritance Tax Planning
Estate Tax Planning
Personal Tax Planning
Business Tax Planning
Financial Markets
Financial Statements
Return on Investment Analysis
Portfolio Management
Investments