Jayesh Patel

Jayesh Patel is a seasoned financial services professional with extensive experience in operations and client support. Currently serving as a Senior Operations Associate at Webull Financial since October 2021, Jayesh resolves trade discrepancies and monitors corporate actions. Previously, at Prudential Financial, Jayesh held the position of Senior Investment Operations Associate, where responsibilities included ensuring the accuracy of client account processes and investment allocations. Prior roles include Client Service Professional at BNY Mellon | Albridge and Senior Client Service Liaison at Pershing, where Jayesh excelled in customer service and operational support. Jayesh's earlier experience at MetLife involved processing trade corrections and managing compliance-related issues, alongside roles focused on commission calculations and customer service at Datek Online Holdings Corp. Jayesh holds a Bachelor of Arts in Economics from Rutgers University.