VP
Vishal Patel
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Work Experience
Senior Equity Research Associate
2013 - 2022 · 9 years
Analyst
2010 - 2013 · 3 years
Company Details
201-500 Employees
Newly Sequoia Financial Group since 02.28.23, We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Follow us at Sequoia Financial Group. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Year Founded
1991
Social Media
Linkedin
Industry
Investment Management
HQ Location
1205 Westlakes Dr Berwyn, Pennsylvania 19312, US
Keywords
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