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Ankit Patel profile image

Ankit Patel

Private Client Advice - Senior Associate at Fisher Investments UK
Intro Book
Skilled finance professional with experience in private client advice and pension administration.
  • Claim this Profile
Location
London Area, United Kingdom, GB
Languages
  • English Native or bilingual proficiency
  • Gujarati Native or bilingual proficiency
  • French Limited working proficiency
Skills
  • Teamwork
  • Microsoft Office
  • Microsoft Excel
  • Time Management
  • Social Media
  • Show all
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Bio

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Ankit Patel is a seasoned professional with a strong background in finance, marketing, and economics. He has worked in various roles, including Private Client Advice - Senior Associate at Fisher Investments UK and Pension Administrator at Quantum Advisory. Ankit holds a Master of Science (MS) in Finance from the University of Tampa and a Master of Business Administration (MBA) from the same institution. He is also certified in Bloomberg Market Concepts (BMC) and has proficiency in multiple languages, including English, Gujarati, and French.

Credentials

  • Bloomberg Market Concepts (BMC)
    Bloomberg LP
    Apr, 2018
    - Apr, 2026

Experience

  • Fisher Investments UK
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Private Client Advice - Senior Associate
      • Jan 2024 - Present

    • Private Client Advice Associate
      • May 2021 - Jan 2024

  • Quantum Advisory
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Pension Administrator
      • Jan 2021 - May 2021

    • Assistant Pension Administrator
      • Apr 2019 - Jan 2021

  • University of Tampa
    • Tampa/St. Petersburg, Florida Area
    • Graduate Admission Evaluator
      • Sep 2017 - Aug 2018
      • Tampa/St. Petersburg, Florida Area

  • University of Tampa
    • Tampa/St. Petersburg, Florida Area
    • Graduate Assistant
      • Jan 2016 - May 2017
      • Tampa/St. Petersburg, Florida Area

  • A & E News
    • Employee
      • Aug 2012 - Jul 2014

      Till operating Cash Management Stock TakesCustomer RelationsPricing and Sticking GoodsMonitoring shop floorOrganising paper rounds

  • The Consulting House
    • London, United Kingdom
    • Intern
      • Jul 2013 - Aug 2013
      • London, United Kingdom

      Project support work, updating project reports, advanced excel reports management, her real office admin

  • Scope
    • harrow on the hill, england
    • Volunteer
      • Oct 2008 - Mar 2009
      • harrow on the hill, england

      Operating tillCustomer ServiceAssisting ShoppersTagging and Pricing of clothes and other goodsTraining new volunteers

Education

  • 2016 - 2018
    University of Tampa
    Master of Science (MS), Finance
  • 2016 - 2018
    University of Tampa
    Master of Business Administration - MBA, General
  • 2011 - 2015
    The University of Hull
    Bachelor of Arts (B.A.), Business and Economics (International)
  • 2013 - 2014
    California State University-East Bay
    Study Abroad, Business/Managerial Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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