AP

Amit Patel

National Planning Consultant

Amit Patel is a Regional Planning Consultant at Fidelity Investments, where they have been since 2022. They previously held roles as Vice President at both J.P. Morgan and Merrill Lynch, focusing on private wealth management. Earlier in their career, Amit served as a Senior Financial Planning Manager at RBS and also worked as an Independent Financial Advisor at Zigma. Amit earned a Bachelor of Science in Business Finance from the University of Westminster, graduating in 2002.

Location

Irvine, United States

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