Rick Patel

Analyst-Equity at

Raymond James & Associates, Inc.

Finance

Consumer Services

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	2022-02-28

All active positions of Rick Patel

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	2022-02-28
Needham & Co. LLC Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2021-03-31
CLSA Americas LLC CLSA Americas LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2017-02-28
Stephens, Inc. Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2016-06-30
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2013-01-31

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Training of Rick Patel

Experiences
Positions held

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Private companies

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Connections

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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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