Prem Patel
Founder, GreenRock Advisory | 15 Years Helping Affluent Investors Build Wealth | Investment Advisor & Fiduciary | Medical Professionals, Entrepreneurs, & Execs | Featured In Barron’s, Kiplinger, MSN
- Role
- Founder and Investment Advisor at Greenrock Advisory Llc
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Prem Patel
After helping shape the healthcare industry at a Fortune 10 company, I pivoted from…
Experience
Founder and Investment Advisor
Apr 2010 — Present · US
GreenRock Advisory is an investment advisory firm within the Schwab Advisor Network. We partner with affluent clients across 15 states, offering personalized investment guidance. Launched in 2010, now fully scaled, GreenRock was founded as an independent firm to deliver a trusted relationship—one I’d choose for myself—blending attentiveness and agility while tackling industry pain points.
Education
The Ohio State University - The College of Pharmacy
Bachelor of Science
The Ohio State University Fisher College of Business
MBA
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