Neel B. Patel, CAIA

Sales Team

Pier House Resort & Spa, Key West, FL

Neel B. Patel, CAIA

Senior Director, National Accounts – Wires and Regionals

mobile: (469) 822-6047  |

Mr. Patel is Senior Director of National Accounts at Ashford Securities where he is responsible for building and strengthening strategic relationships at wire house, regional, and RIA firms for the Ashford suite of product offerings.

Prior to joining Ashford Securities, Mr. Patel was Director of National Accounts at several firms, including Cliffwater, Griffin Securities, and Apollo Global Management. He has also worked as Director of Product Management at Ameriprise Financial and as a Portfolio Management Associate at Morgan Stanley.

Mr. Patel graduated from Goucher College with a Bachelor of Arts in Business Management. Mr. Patel has a Chartered Alternative Investment Analyst (CAIA) designation and holds Series 7, 65, and 63 FINRA licenses.