Lisa Patel
About Lisa Patel
Lisa Patel serves as the Senior Vice President at Okapi Partners LLC, where she has worked since 2009, contributing significantly to the firm's growth and expertise in proxy solicitation. She holds a Bachelor of Arts in Economics from Bucknell University and has held various roles within the company, demonstrating extensive experience in the financial services industry.
Current Role at Okapi Partners LLC
Lisa Patel serves as the Senior Vice President at Okapi Partners LLC, a position she has held since 2020. In this role, she is based in New York, New York, and has contributed to the firm's growth and development over the years. Patel is involved in strategic proxy solicitation and investor response services, providing consultation and advice to various stakeholders, including corporations, mutual funds, and investors.
Previous Experience at Okapi Partners LLC
Prior to her current role, Lisa Patel held multiple positions at Okapi Partners LLC. She started as an Analyst from 2009 to 2012, then progressed to Assistant Vice President from 2014 to 2018, and later served as Vice President from 2018 to 2020. Her extensive experience at the firm has allowed her to contribute significantly to its intellectual capital and industry relationships.
Experience at Prudential Financial
In 2008, Lisa Patel worked as an Extern at Prudential Financial for one month. This brief experience provided her with initial exposure to the financial services industry, which she later expanded upon during her tenure at Okapi Partners LLC.
Educational Background
Lisa Patel studied at Bucknell University from 2005 to 2009, where she earned a Bachelor of Arts (B.A.) in Economics. Prior to that, she attended Western Reserve Academy from 2002 to 2005. Her educational background has equipped her with a strong foundation in economic principles relevant to her career in financial services.
Industry Expertise
Lisa Patel possesses extensive experience in the financial services industry, particularly in the area of proxy solicitation. Her involvement in strategic proxy solicitation and investor response services at Okapi Partners LLC highlights her expertise and commitment to providing valuable insights to clients.