be_ixf;ym_202306 d_08; ct_300

Akhil Patel

Assistant Vice President

Akhil Patel serves as Assistant Vice President for the Rocky Mountain territory.  He is responsible for managing business relationships, raising capital, and providing operational support to the regional Vice President.

Prior to joining CION in 2021, Mr. Patel worked in the Financial Advisory space for Merrill Lynch in West Los Angeles.  While in this role, he focused on growing his book of clients and on educating individuals about the importance and power of financial planning.

Mr. Patel received a B.S. in Finance and Real Estate from Indiana University Bloomington.  He currently Holds FINRA series 7 and 66 licenses.

Check the background of this investment professional on FINRA’s BrokerCheck.

Sign Up for Our Newsletter

Thanks for visiting.
Before you go...

Interested in receiving
monthly content?

Sign-up for The Signal, a monthly rundown of what moves took place in the credit market and our latest educational and thought leadership content.

CION will use the information you provide to be in touch with you and provide updates. Feel free to change your mind at any time by clicking the unsubscribe link the email you receive. We will never share your information and will treat it with respect.


Want more content? Sign-up
for our newsletter, The Signal.

Sign-up now

Contact Us