PATPATIA & ASSOCIATES

As strategic execution consultants, we have provided top firms with comprehensive, actionable plans which sculpt the financial world. For over two decades Patpatia & Associates has been an exclusive provider of strategic guidance for leaders in the financial services industry. We bring a combination of deep business expertise and timely market intelligence to comprehensively address our customers' challenges, spanning strategic business planning to the deployment of resilient business operations... Strategic engagements are directly conducted by our team of experienced management professionals, who pride themselves on our market insights and ability to build value at our clients. Our industry expertise stems from over a century of combined experience within wealth management, banking, insurance, retirement, asset management, and real estate markets. With extensive business development, product management, technology transformation, compliance, due diligence, competitive intelligence,..

Primary location: Berkeley United States