Sunny Patpatia
Owner & CEO, Patpatia & Associates
- Role
- President & CEO at Patpatia & Associates
- Location
- Berkeley, CA, US
- LinkedIn followers
- 500 followers
About Sunny Patpatia
Financial services executive applying extensive operating experience to direct the launch or reengineering of investment services ventures. My firm\'s team of senior principals provides strategic development & execution of customized business solutions to both global financial services firms and new ventures.For the past two decades our solutions have successfully streamlined and grown new or existing businesses. We specialize in producing measurable results in three principal areas; wealth management, insurance, and asset management.Specialties: Wealth Management, Insurance, Retirement Services, Asset Management, Life & Annuities, Financial Infrastructure, Affluent Solutions, Risk & Compliance, Alternative Investments, Retail & Private Bank, RIA, Brokerage Channels, Organization, Technology Operations, Hedge Funds
Experience
President & CEO
Jan 1992 — Present
Strategic consulting specializing in developing and implementing executable business strategies for global financial services companies, including the launch of new ventures and repositioning existing investment services businesses.Delivery of actionable, custom solutions across markets and channels:1. Wealth Management & Retirement Services - development of innovative offers, marketing strategies, technology platforms, and investment programs to increase share of wallet2. Insurance - diversifying markets, enhancing offerings, and improving infrastructure to increase penetration & profitability3. Asset Management - designing & implementing new offerings and channels to capitalize on retail & institutional global markets
Education
McGill University
BA
1971 — 1975
The Doon School
High School
1962 — 1967
Skills
- Investments
- Asset Allocation
- Mutual Funds
- Management
- Marketing Strategy
- Insurance
- Business Intelligence
- Program Management
- Hedge Funds
- Financial Modeling
- Investment Strategies
- Alternative Investments
- Investment Advisory
- Financial Services
- Business Strategy
- Financial Risk
- Asset Management
- Ria
- Strategy
- Asset Managment
- Finance
- Securities
- Strategic Planning
- Fixed Annuities
- Investment Management
- Equities
- Portfolio Management
- Series 7
- Wealth Management
- Retirement
- Corporate Development
- Fixed Income
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.