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Patpatia And Associates

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Tagline: Growth Strategies for the Financial Industry
Me, Myself, and I: Patpatia and Associates, Inc. is one of the premier strategic consultancy firms serving the financial services industry in the country today. Presently based in Berkeley, CA, the company is led by its President and CEO Sunny Patpatia.

Patpatia and Associates offers a full range of consulting services focused on:

* Designing innovative strategies to streamline and grow new or existing businesses
* Identifying and executing upon new business opportunities across global markets

The company has over 20 years of industry experience and has worked with some of the biggest financial companies worldwide, including:

* UBS Financial Services
* Wells Fargo
* Metropolitan Life Insurance Company
* TD Ameritrade
* The Capital Group
* Ameriprise Financial
* Prudential Financial
* The Dreyfus Corporation
* New York Life Insurance Company
* AIG Advisor Group
* Fidelity Investments
* John Hancock
* Allstate

www.patpatia.com
Interests: Patpatia and Associates, financial services, strategic consultancy, Sunny Patpatia, wealth management, asset management, insurance

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