Suraj Patel

Suraj Patel, CFA, currently serves as an Executive Strategist in the Office of the CEO at Raymond James, focusing on corporate strategy and board observations in the diversified financial services sector. Prior experience includes strategic finance lead at Teaching Strategies, LLC, where responsibilities involved financial planning and analysis, as well as corporate development in the education technology sector. Suraj also worked as a management consultant at Alvarez & Marsal, advising distressed private equity-backed companies on financial modeling and operational efficiencies, and as an associate at BlackRock, where data analytics initiatives were undertaken to enhance multi-asset strategies and optimize risk factors. Suraj holds an MBA in Strategy from Duke University's Fuqua School of Business and a BBA in Finance and Mathematics from the University of Michigan.