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Rick Patel
Analyst-Equity at
Raymond James & Associates, Inc.
Profile
Mr. Rick B. Patel, CFA MBA, is a Managing Director at Raymond James & Associates, Inc. He joined Raymond James in 2022 and covers the retail softlines, global brands and digital commerce industries.
This coverage spans across companies that sell branded apparel, footwear, accessories, luxury and home products.
Mr. Patel has extensive experience in equity research and has worked at a number of top-tier firms, most recently Credit Suisse AG.
Prior to Credit Suisse, he was a research analyst for Needham & Company, CLSA Americas, Stephens, and Bank of America Merrill Lynch.
He has two BS degrees, one in finance and the other in biology, and a BA in economics, all with honors from Rutgers University.
He earned his MBA from the New York University Leonard N.
Stern School of Business and is also a CFA charterholder.
Rick Patel active positions
| Companies | Position | Start |
|---|---|---|
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/03/2022 |
Former positions of Rick Patel
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/03/2022 |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/04/2021 |
CLSA Americas LLC
 CLSA Americas LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/03/2017 |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/07/2016 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/02/2013 |
Training of Rick Patel
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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