05/06/2026
In his expanded role, Patel will oversee all customer-facing functions across Finzly’s product suite, including professional services, production support, and account management.
04/28/2026
Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans
04/27/2026
Both join JPMorgan as managing directors, bringing deep experience advising major technology companies on mergers, acquisitions, and capital markets transactions.