First Citizens Bank

2 Wealth Associates in New York

Sunny B Patel Locations

  • Private Banker
    11 W. 42nd Street
    New York, NY 10036
    US
    Areas Served
    New York
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    CUNY Baruch - Bachelors Degree in Business Administration Finance and Investments
    Licenses & Registrations
    FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 65 - Uniform Investment Adviser Law Exam
  • Senior Portfolio Strategist
    11 West 42nd Street
    New York, NY 10036
    US
    Education & Certifications
    B.A. Siena College J.D. Albany Law School
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