Shivanee Patel

Product Manager @ Clearwater Analytics

About Shivanee Patel

Shivanee Patel is a Product Manager with extensive experience in the financial technology sector, currently working at Clearwater Analytics since 2021. She has previously held product management and engineering roles at TradeStation Securities, OptionsXpress, and Financial Engines.

Current Role at Clearwater Analytics

Shivanee Patel serves as a Product Manager at Clearwater Analytics, a position she has held since 2021. Based in the San Francisco Bay Area, she focuses on developing and managing financial analytics solutions. Her role involves collaborating with cross-functional teams to enhance product offerings and meet client needs.

Previous Experience at TradeStation Securities

Prior to her current role, Shivanee Patel worked at TradeStation Securities as a Product Manager from 2009 to 2016. During her seven years there, she contributed to the development and management of trading platforms, enhancing user experience and product functionality.

Experience at Financial Engines

Shivanee Patel was a Product Manager at Financial Engines from 2017 to 2021. In this role, she focused on financial planning and investment advisory services, overseeing product development and strategy to improve client engagement and service delivery.

Technical Background at OptionsXpress Inc.

Before her tenure at TradeStation Securities, Shivanee Patel worked as a Lead/Sr. Software Engineer at OptionsXpress Inc. from 2005 to 2009. Her responsibilities included software development and engineering, where she played a key role in building trading systems and applications.

Education and Expertise

Shivanee Patel holds a Master of Science in Financial Markets and a Bachelor of Science in Computer Engineering, both from the Illinois Institute of Technology. Her educational background equips her with a strong foundation in both finance and technology, enabling her to effectively bridge the gap between product management and technical development.

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