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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.

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800.435.5697 sales@cioninvestments.com