Shrey Patel
Portfolio Manager-Equities at Estate Counselors LLC
Network origin in Shrey Patel first degree
Entity | Entity type | Industry | |
---|---|---|---|
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Shrey Patel via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree | |
DePaul University | College/University | Graduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree | |
The University of Montana | College/University | Undergraduate Degree | |
O'Leary-Guth Law Office, S.C.
O'Leary-Guth Law Office, S.C. Financial ConglomeratesFinance Willms-O’Leary S.C. engages in the provision of legal advisory services. It offers estate planning, estate administration and probate, business law, tax and accounting, elder and disability law, and special needs planning. The company was founded by Andrew J. Willms and is headquartered in Thiensville, WI. | Financial Conglomerates | Founder | |
W.P. Carey School of Business | College/University | Graduate Degree |
Statistics
International
United States | 10 |
Sectoral
Consumer Services | 7 |
Finance | 4 |
Operational
Undergraduate Degree | 4 |
Graduate Degree | 3 |
Founder | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
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