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Kunal Patel's
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Current Position:

Managing Director, Alternative Investments & Income Solutions at Charles Schwab

Experience:

16 years

Location:

San Francisco, California

How to contact Kunal Patel

Last updated:2025-08-07
emailp**@aboutschwab.com
phone+1-***-***-0509
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Analytics

According to LinkedIn Kunal Patel started working on 2009, then the employee has changed 3 companies and 8 jobs. On average, Kunal Patel works for one company for 1 year 8 months. Kunal Patel has been working as a Managing Director, Alternative Investments & Income Solutions for Charles Schwab for 243 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Managing Director, Alternative Investments & Income Solutions at Charles Schwab

Jan 2025 - Current

Director, Product (Alternative Investments & Structured Products) at Charles Schwab

Jan 2023 - Jan 2025

Director, Strategy at Charles Schwab

Jan 2022 - Jan 2023

Director, Strategy and Post-Merger Integration at Charles Schwab

Jan 2019 - Jan 2022

Director, Strategy at Charles Schwab

Jan 2019 - Jan 2019

Senior Manager, Strategy at Charles Schwab

Jan 2018 - Jan 2019

Manager, Strategy at Charles Schwab

Jan 2016 - Jan 2018

Capital Markets & Strategic Planning at Hyundai Capital America

Jan 2013 - Jan 2016

Associate at Cortina Capital

Jan 2011 - Jan 2013

Analyst at Allspring Global Investments

Jan 2009 - Jan 2011

Education

B.S, B.A. at University of California, San Diego

Current Company Information Charles Schwab

Name: Charles Schwab

Speciality: Brokerage, Banking, Financial Consulting, Financial Products and Services, Portfolio Management, Advisor Services, Retirement Plan Services, Specialty Brokerage Services, Mutual Fund Clearing Services

Location: Westlake, Texas, United States

Employees: 10000+

HQ Phone: (877) 519-1403

Description: We have plans for every turn you take....

Skills

Data Analysis, Digital Strategy, Business Strategy, Strategy, Fixed Income Portfolio Management, Microsoft Excel, PowerPoint, Business Analysis, Credit Analysis, Growth Strategies, Visio, Finance, Trading, Alternative Investments, Business Intelligence, Corporate Finance, Microsoft Office, Market Research, Contact Center Strategy, Team Leadership, Financial Modeling, Leadership, Treasury Management, Research, Digital Transformation, Project Management, Product Development, Strategic Planning, Fixed-Income Investing, Financial Analysis, Capital Markets

Frequently Asked Questions

How long has Kunal Patel been working as a Managing Director, Alternative Investments & Income Solutions?

Kunal Patel's total experience in various companies as a Managing Director, Alternative Investments & Income Solutions 8 months.

What is Kunal Patel's average duration of employment for different companies?

On average, Kunal Patel works for one company for 1 year 9 months

What industries has Kunal Patel worked in?

Kunal Patel works in the Financial Services.

What positions has Kunal Patel held before?

Previously, Kunal Patel worked as a Director, Product (Alternative Investments & Structured Products), and Director, Strategy, and Director, Strategy and Post-Merger Integration, and Senior Manager, Strategy, and Manager, Strategy.

How do I contact Kunal Patel?

Kunal Patel's email address is p**@aboutschwab.com, phone number is +1-***-***-0509. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II
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Automation Solutions, Strategy & Services

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