Profiel
Mr. Rick B. Patel, CFA MBA, is a Managing Director at Raymond James & Associates, Inc. He joined Raymond James in 2022 and covers the retail softlines, global brands and digital commerce industries.
This coverage spans across companies that sell branded apparel, footwear, accessories, luxury and home products.
Mr. Patel has extensive experience in equity research and has worked at a number of top-tier firms, most recently Credit Suisse AG.
Prior to Credit Suisse, he was a research analyst for Needham & Company, CLSA Americas, Stephens, and Bank of America Merrill Lynch.
He has two BS degrees, one in finance and the other in biology, and a BA in economics, all with honors from Rutgers University.
He earned his MBA from the New York University Leonard N.
Stern School of Business and is also a CFA charterholder.
Actieve functies van Rick Patel
| Bedrijven | Functie | Begin |
|---|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-03-2022 |
Eerdere bekende functies van Rick Patel
| Bedrijven | Functie | Einde |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-03-2022 |
Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-04-2021 |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-03-2017 |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-07-2016 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-02-2013 |
Opleiding van Rick Patel
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 9 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rutgers State University of New Jersey
Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Leonard N Stern School of Business
The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















