Shami Patel
Director/Board Member at SoFi Bank NA
Profile
Mr. Shami J.
Patel is a Managing Director at Cohen Circle LLC and a General Partner-Pacific View Ventures at Asset Management LLC.
He is on the Board of Directors at SoFi Bank NA.
Mr. Patel was previously employed as a Chief Operating Officer & Secretary by FTAC Zeus Acquisition Corp., a Chief Operating Officer by FTAC Olympus Acquisition Corp., an Advisor by Finserv Acquisition Corp., a Managing Director by Cohen & Company Financial Ltd., a Chief Executive Officer by LumiGrow, Inc., a General Partner by Pacific View Ventures LLC, a Venture Partner by Clean Pacific Ventures Management LLC, a Vice Chairman by Golden Pacific Bancorp, Inc., a Senior Partner by Hexagon Securities LLC, a Treasurer by The Seven Hills School (California), a Strategic Advisor by RAIT Financial Trust, a Chief Operating Officer by Alesco Financial, Inc., a Managing Director & Senior Partner by Institutional Financial Markets, Inc., a Chief Executive Officer by iATMglobalnet, a Chief Financial Officer by TRM Corp., a Vice President-West Coast Region by Sirrom Capital Corp, a Chief Operating Officer by ALESCO Financial Trust, an Independent Director by Independence Mortgage Trust, Inc., an Advisor by Locust Walk Acquisition Corp., an Advisor by Paya Intermediate Corp., and an Advisor by Phoenix Biotech Acquisition Corp.
He also served on the board at FinTech Acquisition Corp.
II, FinTech Acquisition Corp.
and CardConnect Corp.
Shami holds a J.D.
with honors and MBA from Duke University and a BA from Trinity University.
Shami Patel active positions
| Companies | Position | Start |
|---|---|---|
SoFi Bank NA
 SoFi Bank NA Major BanksFinance SoFi Bank NA provides commercial banking services. It offers checking, savings, loans, money management, safe deposit boxes, and online banking services. The company was founded on December 31, 1986 and is headquartered in Cottonwood Heights, UT. | Director/Board Member | 15/11/2010 |
| Asset Management LLC | Corporate Officer/Principal | 01/07/2014 |
Cohen Circle LLC
 Cohen Circle LLC Investment ManagersFinance Cohen Circle LLC (Cohen Circle) is a venture capital firm founded in 2015 by Betsy Cohen and Daniel Cohen. The firm is headquartered in New York. | Private Equity Investor | 01/01/2015 |
Former positions of Shami Patel
| Companies | Position | End |
|---|---|---|
| FTAC OLYM | Chief Operating Officer | 01/06/2021 |
| KATAPULT HOLDINGS, INC. | Corporate Officer/Principal | 01/06/2021 |
| FTAC ZEUS ACQUISITION CORP. | Chief Operating Officer | 01/06/2021 |
LumiGrow, Inc.
 LumiGrow, Inc. Electrical ProductsProducer Manufacturing LumiGrow, Inc. provides horticultural lighting services. Its products include SmartPar, Pro Series LED and LumiBar LED strip. It offers light-emitting diode solutions for greenhouses, indoor gardens, and scientific research chambers. The company was founded by Kevin T. Wells in November 2008 and is headquartered in Novato, CA. | Chief Executive Officer | 01/10/2018 |
FinTech Acquisition Corp. II
 FinTech Acquisition Corp. II Financial ConglomeratesFinance FinTech Acquisition Corp. II operates as a blank check company, which is formed for the purpose of acquiring, through a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or other similar business transaction. The company was founded on May 28, 2015 and is headquartered in Philadelphia, PA. | Director/Board Member | 01/07/2018 |
Training of Shami Patel
| Trinity University | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
| Duke University School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| COHEN & COMPANY INC. | Finance |
| Private companies | 26 |
|---|---|
TRM Corp.
 TRM Corp. Electronic Equipment/InstrumentsElectronic Technology The Group's principal activity is to provide convenience services to consumers in retail environments. Convenience services include self-service cash delivery and account balance inquiry through ATM machines and photocopy services. It operates in single segment. Automatic teller machine segment owns and operates ATM machines in retail establishments. Photocopy segment owns and maintains self-service photocopiers in retail establishments. Its locate ATMs and photocopiers in high traffic retail environments through national merchants. In addition to providing its merchant customers with supplemental revenues from transaction fees, it believe that the presence of ATMs in a merchant's store helps to promote higher foot traffic, increased impulse purchases and longer shopping times since they often make the retail site a destination for cash. The Group operates in the United States, the United Kingdom and Canada. | Electronic Technology |
ALESCO Financial Trust
 ALESCO Financial Trust Real Estate Investment TrustsFinance ALESCO Financial Trust (ALESCO) operates as a real estate investment trust (REIT). It makes investments in real estate-related and other securities. Its portfolio consists of investments in Trust Preferred Securities (TruPS), Mortgage Backed Securities (MBS) and Corporate Loan Obligations (CLO). It is externally managed by Cohen Brothers Management, LLC an affiliate of Cohen Brothers, a research, investment banking and asset management firm. It is headquartered in Philadelphia, PA | Finance |
FinTech Acquisition Corp.
 FinTech Acquisition Corp. Financial ConglomeratesFinance FinTech Acquisition Corp. is a blank check company, which engages in the provision of investment services. It offers data storage, processing, transmission and payment processing services to its clients. The company was founded in November 2013 and is headquartered in New York, NY. | Finance |
Golden Pacific Bancorp, Inc.
 Golden Pacific Bancorp, Inc. Major BanksFinance Golden Pacific Bancorp, Inc. operates as a bank holding company. The firm offers mortgage and commercial banking services. The company was founded by Kirk N. Dowdell and Rick Fowler in 2003 and is headquartered in Sacramento, CA. | Finance |
| Hexagon Securities LLC | |
Independence Mortgage Trust, Inc.
 Independence Mortgage Trust, Inc. Finance/Rental/LeasingFinance Independence Mortgage Trust, Inc. originates, acquires and manages a portfolio of commercial real estate loans, commercial mortgage-backed securities. The company was founded on October 14, 2011 and is headquartered in Philadelphia, PA. | Finance |
iATMglobalnet
 iATMglobalnet Miscellaneous Commercial ServicesCommercial Services Part of NCR Corp., iATMglobalnet is a private company that provides self-service photocopying and convenience automated teller machine services. The company is based in Portland, OR. | Commercial Services |
SoFi Bank NA
SoFi Bank NA Major BanksFinance SoFi Bank NA provides commercial banking services. It offers checking, savings, loans, money management, safe deposit boxes, and online banking services. The company was founded on December 31, 1986 and is headquartered in Cottonwood Heights, UT. | Finance |
| Sirrom Capital Corp | Miscellaneous |
RAIT Financial Trust
 RAIT Financial Trust Real Estate Investment TrustsFinance RAIT Financial Trust operates as an real estate investment, which focuses on providing debt financing options to owners of commercial real estate throughout the U.S. The company was founded by Betsy Z. Cohen in August 1997 and is headquartered in New York, NY. | Finance |
Alesco Financial, Inc.
 Alesco Financial, Inc. Real Estate Investment TrustsFinance Alesco Financial, Inc. operates as a real estate investment trust, which makes investments in real estate-related and other securities. It invests in subordinated debt financings originated by its manager or third parties, primarily in the form of trust preferred securities, issued by banks or bank holding companies and insurance companies, and surplus notes issued by insurance companies; leveraged loans made to small and mid-sized companies in a variety of industries, including the consumer products and manufacturing industries, and mortgage loans, other real estate-related senior and subordinated debt securities, and residential mortgage-backed securities. The company is headquartered in Philadelphia, PA. | Finance |
Clean Pacific Ventures Management LLC
 Clean Pacific Ventures Management LLC Investment ManagersFinance Clean Pacific Ventures Management LLC (Clean Pacific Ventures) is a venture capital firm founded in 2006 by Jeff S. Barnes and Sean Schickedanz. The firm is headquartered in San Francisco, California. | Finance |
Cohen & Company Financial Ltd.
 Cohen & Company Financial Ltd. Investment ManagersFinance Cohen & Company Financial Ltd. (C&C Financial) is the Great Britain-based asset management subsidiary of Cohen & Co. LLC, ultimately held by Cohen & Co., Inc. (NYSEAMERICAN: COHN) in the US. Headquartered in London, the firm was founded in 2006 and formerly known as EuroDekania Management Ltd. They changed their name to Cohen & Company Financial Ltd. in 2012. C&C Financial provides specialized, credit-based investment opportunities to institutions and sophisticated individuals. | Finance |
| Asset Management LLC | |
The Seven Hills School (California)
 The Seven Hills School (California) Other Consumer ServicesConsumer Services The Seven Hills School is a non profit school for Grades Preschool through Eighth. It caters PreSchool/Pre-K, Lower School: K-5, and Middle School: 6-8; and provides student support services. The company was founded in 1962 and is headquartered in Walnut Creek, CA. | Consumer Services |
LumiGrow, Inc.
LumiGrow, Inc. Electrical ProductsProducer Manufacturing LumiGrow, Inc. provides horticultural lighting services. Its products include SmartPar, Pro Series LED and LumiBar LED strip. It offers light-emitting diode solutions for greenhouses, indoor gardens, and scientific research chambers. The company was founded by Kevin T. Wells in November 2008 and is headquartered in Novato, CA. | Producer Manufacturing |
CardConnect Corp.
 CardConnect Corp. Packaged SoftwareTechnology Services CardConnect Corp. engages in the provision of payment and technology solutions. Its solutions include cardpointe, cardsecure, bolt and application programming interface. The company was founded in 2006 and is headquartered in King of Prussia, PA. | Technology Services |
FinTech Acquisition Corp. II
FinTech Acquisition Corp. II Financial ConglomeratesFinance FinTech Acquisition Corp. II operates as a blank check company, which is formed for the purpose of acquiring, through a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or other similar business transaction. The company was founded on May 28, 2015 and is headquartered in Philadelphia, PA. | Finance |
Paya Intermediate Corp.
 Paya Intermediate Corp. Financial ConglomeratesFinance Paya Intermediate Corp. is a blank check company, which seeks to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded in March 2017 and is headquartered in Philadelphia, PA. | Finance |
Finserv Acquisition Corp.
 Finserv Acquisition Corp. Financial ConglomeratesFinance Finserv Acquisition Corp. is a blank check company, which formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded by Lee Einbinder and Howard Alan Kurz on August 9, 2019 and is headquartered in New York, NY. | Finance |
Pacific View Ventures LLC
 Pacific View Ventures LLC Miscellaneous Commercial ServicesCommercial Services Part of Pacific View Asset Management LLC, Pacific View Ventures LLC provides client service, administration, and investment solutions. The private company is based in San Francisco, CA. | Commercial Services |
FTAC Olympus Acquisition Corp.
 FTAC Olympus Acquisition Corp. Financial ConglomeratesFinance FTAC Olympus Acquisition Corp. is a blank check company, which formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses for its initial business. The company was founded on June 2, 2020 and is headquartered in Philadelphia, PA. | Finance |
Cohen Circle LLC
Cohen Circle LLC Investment ManagersFinance Cohen Circle LLC (Cohen Circle) is a venture capital firm founded in 2015 by Betsy Cohen and Daniel Cohen. The firm is headquartered in New York. | Finance |
Locust Walk Acquisition Corp.
 Locust Walk Acquisition Corp. Financial ConglomeratesFinance Locust Walk Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on October 2, 2020 and is headquartered in Boston, MA. | Finance |
FTAC Zeus Acquisition Corp.
 FTAC Zeus Acquisition Corp. Financial ConglomeratesFinance FTAC Zeus Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on December 11, 2020 and is headquartered in Philadelphia, PA. | Finance |
Phoenix Biotech Acquisition Corp.
 Phoenix Biotech Acquisition Corp. Financial ConglomeratesFinance Phoenix Biotech Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on June 8, 2021 and is headquartered in Oakland, CA. | Finance |
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