Kumar Patel

Kumar Patel: Email & Phone Number

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Private Wealth Adviser at Skybound Wealth USA|United States

Position:

Private Wealth Adviser at Skybound Wealth USA

Location:

United States

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Last updated: 2026-06-01
Updated: 2026-06-01

Found email addresses for Kumar Patel:

Business emails:
k***r@timelineapp.co,
k*********l@devere-group.com
Personal emails:

Found phone for Kumar Patel:

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Work Experience 16 years

Private Wealth Adviser at Skybound Wealth USA

Jul 2025 - Current

USA Financial Advice, Ethics, and Compliance Consultant at Financial Adviser

Sep 2014 - Current

Principal Customer Success Manager at nCino

Sep 2023 - Jul 2025

Senior Customer Success Manager (Banking) at ComplyAdvantage

Jun 2021 - May 2023

Founding Retirement Consultant at Timeline

Sep 2018 - Dec 2019

Senior Client Advisor at deVere Group

Sep 2015 - Jan 2017

Client Associates and GTM Team Lead at deVere Group

Jun 2014 - Dec 2016

Client Associate at deVere Group

Jun 2013 - Aug 2014

Relationship Manager Corporate Banking at NatWest Group

Jun 2011 - Jun 2013

Finance and Purchasing Intern at HOTELS AND MORE LIMITED

Jun 2010 - Aug 2010

Banking Intern at NatWest Group

Mar 2010 - Jul 2010

Kumar Patel started working in 2010, then the employee has changed 7 companies and 10 jobs. On average, Kumar Patel works for one company for 2 years 3 months.

Their professional focus is 401(k) Rollovers, 403(b) Rollovers, and Account Management across 3 core areas.

Kumar holds (R05) Financial Protection, (R03) Personal taxation, and (R02) Investment Principles and Risk certifications and has been awarded FINRA: Series 65 NASAA Investment Advisor Law Examination, Management, Entrepreneurship and Global Leadership, and Nottingham Advantage Award

Education

The London School of Economics and Political Science (LSE)

Finance, Accounting and Management at University of Nottingham

Public Speakers University

Advantage Award at University of Nottingham

Maths & Economics at John Lyon School

Kumar Patel Namesakes

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Position
Kumar Patel
Data Processing Specialist
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Kumar Patel
School Bus Driver
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Shetu Kumar Patel
Shedana Investment Corporation
Investor
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