Neel Patel

Neel Patel is a finance professional with a background in client reporting and product specialization. Currently serving as a Product Specialist Associate at Fulcrum Asset Management since July 2021, Neel has also held roles as a Client Reporting Associate and Client Reporting Analyst within the same organization. Prior experience includes a position in Client Services at Fidelity International from June 2019 to March 2020. Neel Patel obtained a Bachelor of Science degree in Mathematics for Finance and Management from the University of Portsmouth between 2015 and 2018.