Milun K. Patel
Finanzdirektor/CFO bei ANDOVER NATIONAL CORP
Aktive Positionen von Milun K. Patel
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
ANDOVER NATIONAL CORP | Comptroller/Controller/Auditor | 25.11.2019 | - |
Finanzdirektor/CFO | 25.11.2019 | - |
Karriereverlauf von Milun K. Patel
Ehemalige bekannte Positionen von Milun K. Patel
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Overbrook Management Corp.
Overbrook Management Corp. Investment ManagersFinance Overbrook Management Corp. is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded in 1946 by the late Frank Altschul to manage and protect the wealth and financial well-being of the Altschul Family. In 2002, they became a wealth management firm and family office to outside investors. Overbrook Management provides investment advisory services to high net-worth individuals and institutional clients, including pension plans, trusts, charitable organizations, foundations, corporations, other business entities, and unregistered investment vehicles. | Analyst-Equity | 01.04.2015 | 01.06.2019 |
KLS Diversified Asset Management LP
KLS Diversified Asset Management LP Investment ManagersFinance KLS Diversified Asset Management LP (KLS) is a SEC-registered investment advisor and hedge fund management firm founded in 2007 by Harry Lengsfield, Jeffrey Kronthal and John Steinhardt. Headquartered in New York City, the firm is a subsidiary of KLS Partners LLC. KLS provides discretionary investment advisory services (i) for private investment funds and separately managed accounts, (ii) to the manager of two registered investment companies sponsored by Principal Funds, Inc., and (iii) to a “sub-fund” of an undertaking for collective investment in transferable securities authorized in accordance with the UCITS Directive. | Corporate Officer/Principal | 01.03.2014 | 01.04.2015 |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - | 31.12.2008 |
OSS Capital Management LP
OSS Capital Management LP Investment ManagersFinance OSS Capital Management LP is an independent hedge fund manager headquartered in New York City. The firm was founded in 2001 by Oscar S. Schafer and Andrew J. Goffe. They manage assets of financially sophisticated clients. | Analyst-Equity | 26.10.2004 | 09.09.2005 |
The Conference Board, Inc.
The Conference Board, Inc. Miscellaneous Commercial ServicesCommercial Services The Conference Board, Inc. is a membership organization working for the public interests. It creates and disseminates knowledge about management and the marketplace to help businesses in their performance and to better serve the society. The firm publishes information and analysis, makes economics-based forecasts and assesses trends, and facilitates learning by creating communities of interest that bring together senior executives from around the world. The company was founded in 1916 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Jefferies Financial Group Inc. (Investment Management)
Jefferies Financial Group Inc. (Investment Management) Investment ManagersFinance Jefferies Financial Group, Inc. (Investment Management) (Jefferies-IM) is the asset management division of Jefferies Financial Group, Inc. (NYSE: JEF), a diversified financial services company headquartered in New York City. The firm was founded in 1968 as Talcott National Corp. and became Leucadia National Corp. in 1980. They change their name into Jefferies Financial Group in 2018. Jefferies-IM offers predominantly institutional clients an innovative range of investment strategies through its affiliated asset managers. | Corporate Officer/Principal | - | - |
Ausbildung von Milun K. Patel
The Pennsylvania State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 9 |
Operativ
Corporate Officer/Principal | 4 |
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Sektoral
Finance | 6 |
Commercial Services | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 7 |
---|---|
OSS Capital Management LP
OSS Capital Management LP Investment ManagersFinance OSS Capital Management LP is an independent hedge fund manager headquartered in New York City. The firm was founded in 2001 by Oscar S. Schafer and Andrew J. Goffe. They manage assets of financially sophisticated clients. | Finance |
Overbrook Management Corp.
Overbrook Management Corp. Investment ManagersFinance Overbrook Management Corp. is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded in 1946 by the late Frank Altschul to manage and protect the wealth and financial well-being of the Altschul Family. In 2002, they became a wealth management firm and family office to outside investors. Overbrook Management provides investment advisory services to high net-worth individuals and institutional clients, including pension plans, trusts, charitable organizations, foundations, corporations, other business entities, and unregistered investment vehicles. | Finance |
KLS Diversified Asset Management LP
KLS Diversified Asset Management LP Investment ManagersFinance KLS Diversified Asset Management LP (KLS) is a SEC-registered investment advisor and hedge fund management firm founded in 2007 by Harry Lengsfield, Jeffrey Kronthal and John Steinhardt. Headquartered in New York City, the firm is a subsidiary of KLS Partners LLC. KLS provides discretionary investment advisory services (i) for private investment funds and separately managed accounts, (ii) to the manager of two registered investment companies sponsored by Principal Funds, Inc., and (iii) to a “sub-fund” of an undertaking for collective investment in transferable securities authorized in accordance with the UCITS Directive. | Finance |
Jefferies Financial Group Inc. (Investment Management)
Jefferies Financial Group Inc. (Investment Management) Investment ManagersFinance Jefferies Financial Group, Inc. (Investment Management) (Jefferies-IM) is the asset management division of Jefferies Financial Group, Inc. (NYSE: JEF), a diversified financial services company headquartered in New York City. The firm was founded in 1968 as Talcott National Corp. and became Leucadia National Corp. in 1980. They change their name into Jefferies Financial Group in 2018. Jefferies-IM offers predominantly institutional clients an innovative range of investment strategies through its affiliated asset managers. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
The Conference Board, Inc.
The Conference Board, Inc. Miscellaneous Commercial ServicesCommercial Services The Conference Board, Inc. is a membership organization working for the public interests. It creates and disseminates knowledge about management and the marketplace to help businesses in their performance and to better serve the society. The firm publishes information and analysis, makes economics-based forecasts and assesses trends, and facilitates learning by creating communities of interest that bring together senior executives from around the world. The company was founded in 1916 and is headquartered in New York, NY. | Commercial Services |
Andover National Corp.
Andover National Corp. Miscellaneous Commercial ServicesCommercial Services Andover National Corp. is an emerging growth company, which provides residential and commercial lawncare services. The company was founded on July 11, 2007 and is headquartered in Miami, FL. | Commercial Services |
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