Bhavin Patel, Cfa
About Bhavin Patel, Cfa
Bhavin Patel is a Global Equity Sales Associate Director at Berenberg Capital Markets, where he has worked since 2020 in New York. He holds a Bachelor of Arts in Economics and Management from the University of Oxford and has previous experience in various financial roles.
Work at Berenberg
Bhavin Patel has been employed at Berenberg Capital Markets since 2020, serving as the Global Equity Sales - Associate Director. His role focuses on managing equity sales, leveraging his extensive experience in the financial services sector. Prior to his current position, he worked at Berenberg as European Equity Sales - Vice President from 2014 to 2019 in London, United Kingdom. This cumulative experience at Berenberg highlights his commitment to the firm and his expertise in equity sales.
Education and Expertise
Bhavin Patel studied at the University of Oxford, where he earned a Bachelor of Arts (BA) in Economics and Management from 2011 to 2014. His educational background provides a strong foundation in economic principles and management strategies. Prior to attending university, he completed his studies at Wallace Fields from 2004 to 2011. This academic journey has equipped him with analytical skills relevant to his roles in the finance industry.
Professional Background
Bhavin Patel has a diverse professional background in finance and customer service. He began his career as a Customer Service Assistant at Clas Ohlson from 2009 to 2011. He then gained experience in the finance sector through various internships and roles, including an internship at Morgan Stanley in 2012 and a position as a Fixed Income Summer Analyst at Credit Suisse in 2013. Additionally, he served as Vice President of the Oxford Investment and Finance Society for four months in 2013.
Career Progression
Bhavin Patel's career progression reflects a steady advancement in the finance industry. After his initial roles, he joined Berenberg as European Equity Sales - Vice President in 2014, where he worked for five years before transitioning to his current role as Global Equity Sales - Associate Director in 2020. His experience at leading financial institutions has contributed to his expertise in equity sales and market analysis.