Amit Patel

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.