Mehul Patel

About Mehul Patel

Experienced global operations manager with a demonstrated history of 19+ years of working in the banking and financial services industry. Overall experience includes managing global team, access entitlements, risk & control mechanism, client & stakeholder management, Client Insight CRM data management, Research analyst licensing & registration requirements, cross boarder coverages, external vendor relationship (such as Bloomberg, AlphaSense, FactSet etc…), corporate actions activities, and perform the end-to-end actions for the business workflow and department clients. Strong knowledge about Equity & Investment Research domain, both from fundamental and operations perspective.Excellent at simplifying, standardizing, automating, designing cross business workflow processes and their documentation. Strong knowledge about Equity/Investment Research domain, both from fundamental and operations perspective. Excellent project management and reporting (MIS) skills with end-to-end management. Very strong analytical and reporting skills with a penchant for dealing with large amounts of data and responsible for maintaining proprietary databases in support of Citi Research.Good people and team management skills – hiring and retaining the right talent, training and development, creating a merit driven culture backed by well-defined KPIs, rewards and recognition.

Experience

1. Senior Vice President - Citi Velocity Access

   Citi

   Feb 2025 — Present

Education

• Institute For Technology and Management

  Master of Business Administration (M.B.A.), Finance

  2008 — 2010

• Mithibai College of Arts Chauhan Institute of Science and Amrutben Jivanlal College of Commerce and Economics

  Bachelor of Science (BSc), Chemistry

  2003 — 2006