Mital Patel

SEC Reporting Manager at InvestCloud

Mital Patel is an experienced finance professional with a diverse background in SEC and GAAP reporting. Currently serving as the SEC Reporting Manager at InvestCloud, Inc. since October 2022, Mital previously held the position of Manager, GAAP Reporting at Prosperity Life from September 2021 to October 2022. Additional experience includes roles as IHC Regulatory Reporting - AVP at Credit Suisse, SEC Reporting Manager and SEC Reporting Senior Analyst at SunTrust, and Intermediate Financial Analyst at Bank of America. Mital began the professional journey as a Financial Accountant at Credit Suisse and a Staff Accountant at Rajarshi Desai, CPA, PLLC. Mital holds a Master's degree in Accounting and Financial Management from Keller Graduate School of Management and a Bachelor's degree in Accounting and Business/Management from North Carolina State University.

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Apex, United States

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InvestCloud

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InvestCloud is the leading provider of flexible and fully integrated digital applets for financial services.