Shrey Patel
Portfolio Manager-Equities at Estate Counselors LLC
Shrey Patel active positions
| Companies | Position | Start | End |
|---|---|---|---|
Estate Counselors LLC
 Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Portfolio Manager-Equities | 31/12/2013 | - |
Career history of Shrey Patel
Training of Shrey Patel
| Stuart School of Business | Graduate Degree |
| University of Pune | Undergraduate Degree |
Statistics
International
| United States | 3 |
| India | 2 |
Operational
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |
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