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Milan Patel

@milanpatel2

FX Prime Brokerage professional at Bank of America who rebuilt billing workflows and created a Tableau profitability platform for pricing and cross-sell decisions.

United States

Message

At Bank of America, I rebuilt an ownerless FX Prime Brokerage billing process, cutting manual effort by 75% across 200+ funds. I also built a Tableau profitability framework that brings together billing data across clients and funds to support pricing and cross-sell decisions.

Previously, I directed multi-currency liquidity funding at Wells Fargo and built a forecasting model that cut end-of-day calculations to under two minutes. At LPL Financial, I automated tax-loss harvesting reconciliation workflows and rebuilt fragmented reporting into three automated systems.

Experience

Work history, roles, and key accomplishments

Current

FX Prime Brokerage & Governance

Current

Bank of America

Mar 2025 - Present (1 year 6 months)

Rebuilt an ownerless FXPB billing process end-to-end, cutting manual effort by 75% across 200+ funds. Built the first commercial intelligence platform for a $30M+ FXPB business, consolidating 8+ years of billing data into a Tableau profitability framework.

Tableau Alteryx VBA Power Query Data Analysis Process Redesign Stakeholder Management Governance BCF

Institutional Investment Associate – FX & Derivatives

Wells Fargo

Oct 2024 - Mar 2025 (5 months)

Directed multi-currency liquidity funding across global Nostro accounts, supporting institutional cash positions up to $17B. Identified and resolved a $4B trade discrepancy and a $30MM settlement break, mitigating financial risk.

FX Derivatives Liquidity Management Alteryx VBA Reconciliations Forecasting Risk Mitigation

Overlay Portfolio Management Associate

LPL Financial

Oct 2023 - Oct 2024 (1 year)

Served as liaison between Overlay Service and Overlay Operations across multiple platforms, processing advisor-driven requests within SLA across 5,000+ managed accounts. Automated tax-loss harvesting reconciliation workflows, preserving $50MM in client assets.

Portfolio Management Fixed Income Overlay Trading Beta Siebel Clientworks CRM Automation Process Redesign Training

Operations Intern

Charlotte Independence

Mar 2023 - Nov 2023 (8 months)

Coordinated game-day operations, vendor logistics, and event support for a professional soccer club. Managed procurement, inventory, and volunteer coordination while supporting stadium operations and fan engagement.

Event Operations Vendor Management Procurement Inventory Management Volunteer coordination

Education

Degrees, certifications, and relevant coursework

University of North Carolina at Charlotte

Bachelor of Science, Business Administration

Activities and societies: Dean's List, Spring 2023; Relevant Coursework: Financial Management, Business Analytics, Investments, International Financial Management, Econometrics, Principles of Accounting I and II, Strategic Management

Pursued a BS in Business Administration with a concentration in Finance, earning Dean's List recognition in Spring 2023.