Ashish Patel
Wealth Management Advisor at BluePointe Capital- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
San Mateo, California, United States, US
Languages
-
English -
-
Spanish -
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Series 66, 7
FINRA
Experience
-
BluePointe Capital
-
United States
-
Investment Management
-
1 - 100 Employee
-
Wealth Management Advisor
-
Mar 2022 - Present
-
-
-
United Airlines
-
United States
-
Airlines and Aviation
-
700 & Above Employee
-
SFO
-
Oct 2019 - Present
-
-
-
First Command Financial Services, Inc.
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Advisor
-
May 2020 - Mar 2022
-
-
-
United States Air Force
-
United States
-
Defense and Space Manufacturing
-
700 & Above Employee
-
Assistant Operations Officer
-
Nov 2007 - Mar 2019
-
-
Education
-
University of California, Berkeley
B.S. -
2003 - 2007
UC Berkeley College of Engineering
Bachelor of Science (BSc) -
2012 - 2015
Texas A&M University-Commerce
Master of Business Administration (MBA) -
2002 - 2003
Naval Postgraduate School
Intern to ME PhD Student
Community
You need to have a working account to view this content.
Click here to join now
