Suril Patel

Suril Patel has extensive work experience in the financial services industry, with a focus on product management and partner relations. Suril currently holds the position of Head of Product at EPX in North American Bancard, where they have been since June 2020. Prior to this, Suril served as the Director of Product Management at North American Bancard from December 2019 to May 2020. Before joining North American Bancard, Suril was the Managing Partner at Wanaka Solutions Inc since April 2012. Suril also has experience working at Discover Financial Services, where they held various roles including General Manager of Partner Relations from 2017 to 2019, Senior Manager of Global Debit Acceptance & Gateway Products from 2014 to 2017, and Senior Manager of Core Debit Products from 2012 to 2015. Suril also worked at E*TRADE as a Senior Product Manager from 2011 to 2012, and at Morgan Stanley in roles such as Associate Vice President of MSSB JV Product from 2009 to 2011, Manager of Wealth Management Product from 2008 to 2009, and Associate in the CAO Office from 2006 to 2008.

Suril Patel holds a Master of Science (MS) degree in Management and Information Systems from the University of Bath. Additionally, they also obtained a Master of Business Administration (MBA) degree with a focus on Finance from St. John's University, The Peter J. Tobin College of Business. Suril Patel also has certifications in Series 63: Uniform Securities State Law Examination and Series 7: General Securities Representative, both obtained from FINRA.