Bhavik Patel

About Bhavik Patel

I am a dynamic and results-driven Risk Management/Client Service/Transformation professional with an accomplished track record of deploying solutions and 15+ years of practical knowledge of the entire scope of risk management, business development, and client relationship management. I exhibit knowledge of generally accepted financial principles, concepts theories, regulations, policies, and systems. I continually promote initiatives that consistently achieve client satisfaction, preserve brand integrity, translate product vision, and connect with diverse audiences. I collaborative and energetic leader who infuses modern tools and emerging technologies into compelling operations plans that exceed performance goals in high-volume, rapidly evolving environments. Talented communicator focused on building sustainable relationships with clients, partner networks, and stakeholders. I demonstrate a positive attitude, intuitive business acumen, and analytical mindset used to identify profitable opportunities, define change, and devise unique competitive advantages.

Experience

1. Director, 1lod Risk and Controls - Digital Assets

   BNY

   Jan 2026 — Present · Houston, TX, US

Education

• University of Houston

  Bachelor of Business Administration - BBA, Finance & Marketing with a Minor in Sales

  2000 — 2004

Skills

• Business Planning
• Credit
• Financial Modeling
• Asset
• Banking
• Securities
• Strategy
• Adaptation
• Finance
• Excellent Computer Skills
• Ambitious
• Fixed Income
• Analysis
• Process Optimization
• Analytical Skills
• Hedge Funds
• Derivatives
• Financial Analysis
• Valuation
• Team Motivator
• Cdo
• Data Analysis
• Portfolio Management
• Competitive Analysis
• Abs
• Equities
• Multilingual
• Bonds
• Policy Analysis
• Leveraged Finance
• Investments
• Structured Finance
• Excellent People and Communication Skills
• Analytical Approach
• Strong Background in Finance and Sales
• Attention to Detail
• Bloomberg
• Structured Products
• Mbs
• Securitization