Profile
Ms. Sonal Patel joined the Berkeley Endowment Management Company in 2011 as an Associate Director of Investments.
Ms. Patel brings with her over five years of public equities experience as a research associate covering US oil & gas in the active equity research group at TIAA CREF and as an associate analyst covering US retail & internet at Prudential Equity Group.
Previously, Ms. Patel began her career as an investment banking analyst at Merrill Lynch and an auditor at Deloitte & Touche, then branched out into the business development arena with a successful start-up.
Ms. Patel earned a B.A.
in Economics and Psychology from UCLA and an M.B.A.
from Columbia Business School.
Former positions of Sonal Patel
| Companies | Position | End |
|---|---|---|
Berkeley Endowment Management Co.
 Berkeley Endowment Management Co. Investment ManagersFinance Founded in 2009, Berkeley Endowment Management Co. is an investment advisor located in Berkeley, California. The firm manages the University of California Berkeley Foundation endowment funds | Portfolio Manager-Equities | 01/01/2013 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Comptroller/Controller/Auditor | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Corporate Officer/Principal | - |
Training of Sonal Patel
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Berkeley Endowment Management Co.
Berkeley Endowment Management Co. Investment ManagersFinance Founded in 2009, Berkeley Endowment Management Co. is an investment advisor located in Berkeley, California. The firm manages the University of California Berkeley Foundation endowment funds | Finance |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
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