![Shami Patel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Shami Patel
Director/Board Member at
SoFi Bank NA
Net worth: - $ as of 30/06/2026
Profile
Shami J.
Patel founded iATMglobalnet in 2000, where he worked as Chief Executive Officer from 2000 to 2002.
Mr. Patel also currently works at SoFi Bank NA, as Director from 2010, Cohen Circle LLC, as Managing Director from 2015, CERo Therapeutics Holdings, Inc., as Director from 2024, and various other companies.
Mr. Patel also formerly worked at LumiGrow, Inc., as Chief Executive Officer from 2015 to 2018, Golden Pacific Bancorp, Inc., as Vice Chairman from 2010 to 2015, FinTech Acquisition Corp., as Director from 2015 to 2016, and various other companies.
Mr. Patel received his Masters Business Admin degree in 1997 from The Fuqua School of Business, graduate degree in 1995 from Duke University School of Law, and undergraduate degree in 1991 from Trinity University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
-.--% | 28/04/2026 | 0 ( -.--% ) | - $ | 30/06/2026 |
Shami Patel active positions
| Companies | Position | Start |
|---|---|---|
SoFi Bank NA
 SoFi Bank NA Major BanksFinance Provides commercial banking services | Director/Board Member | 15/11/2010 |
Asset Management LLC | Corporate Officer/Principal | 01/07/2014 |
Cohen Circle LLC
 Cohen Circle LLC Investment ManagersFinance Cohen Circle invests in companies located in the United States and Europe. The firm focuses on fintech, technology and impact spaces. It participates in early and later stage transactions. The firm also makes private-to-public investments. | Private Equity Investor | 01/01/2015 |
Launchpad Capital
 Launchpad Capital Investment ManagersFinance Launchpad Capital invests in companies located in the United States. The firm targets companies operating in the fields of finance and technology services. It provides financing for pre-seed, incubator, seed, early, secondaries and late stage capital requirements. | Private Equity Investor | 01/08/2024 |
Former positions of Shami Patel
| Companies | Position | End |
|---|---|---|
| PSYENCE BIOMEDICAL LTD. | Corporate Officer/Principal | 01/01/2024 |
Duke University School of Law
 Duke University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 01/01/2023 |
| FTAC ZEUS ACQUISITION CORP. | Chief Operating Officer | 01/06/2021 |
| FTAC OLYM | Chief Operating Officer | 01/06/2021 |
| KATAPULT HOLDINGS, INC. | Corporate Officer/Principal | 01/06/2021 |
Training of Shami Patel
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
64
1st degree connections
32
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 32 |
|---|---|
TRM Corp.
 TRM Corp. Electronic Equipment/InstrumentsElectronic Technology Manufactures, operates, and manages automated teller machines | Electronic Technology |
Trinity University
 Trinity University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ALESCO Financial Trust
 ALESCO Financial Trust Real Estate Investment TrustsFinance Operates as a real estate investment trust | Finance |
FinTech Acquisition Corp.
 FinTech Acquisition Corp. Financial ConglomeratesFinance Provides investment services | Finance |
Golden Pacific Bancorp, Inc.
 Golden Pacific Bancorp, Inc. Major BanksFinance Operates as a bank holding company though its subsidiaries provides commercial banking services | Finance |
Hexagon Securities LLC
 Hexagon Securities LLC Investment Banks/BrokersFinance Provides security and broker services | Finance |
Independence Mortgage Trust, Inc.
 Independence Mortgage Trust, Inc. Finance/Rental/LeasingFinance Originate, acquire and manage a portfolio of commercial real estate loans, commercial mortgage-backed securities | Finance |
iATMglobalnet
 iATMglobalnet Miscellaneous Commercial ServicesCommercial Services Provides self-service photocopying and convenience automated teller machine services | Commercial Services |
SoFi Bank NA
SoFi Bank NA Major BanksFinance Provides commercial banking services | Finance |
Sirrom Capital Corp
 Sirrom Capital Corp Investment Trusts/Mutual FundsMiscellaneous Provides loans to small businesses; finance co. | Miscellaneous |
RAIT Financial Trust
 RAIT Financial Trust Real Estate Investment TrustsFinance Operates as a real estate investment trust which manages a portfolio of commercial real estate loans and properties | Finance |
Alesco Financial, Inc.
 Alesco Financial, Inc. Real Estate Investment TrustsFinance Real estate investment trust | Finance |
Clean Pacific Ventures Management LLC
 Clean Pacific Ventures Management LLC Investment ManagersFinance Clean Pacific Ventures invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for early-stage capital requirements with an investment size of USD 2 - 4 million. It also acts as a lead investor. | Finance |
Cohen & Company Financial Ltd.
 Cohen & Company Financial Ltd. Investment ManagersFinance C&C Financial is an active manager which uses their collateralized debt obligation expertise in the financial services and real estate sectors to provide investors with access to Euro-denominated hybrid capital securities issued predominantly by small and mid-sized European insurers and banks. | Finance |
Cohen & Co., Inc.
 Cohen & Co., Inc. Investment Banks/BrokersFinance Provides capital markets and asset management services | Finance |
Asset Management LLC | |
The Seven Hills School (California)
 The Seven Hills School (California) Other Consumer ServicesConsumer Services Operates primary and secondary schools | Consumer Services |
LumiGrow, Inc.
 LumiGrow, Inc. Electrical ProductsProducer Manufacturing Manufactures ornamental lighting fixtures | Producer Manufacturing |
The Fuqua School of Business
 The Fuqua School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Duke University School of Law
Duke University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CardConnect Corp.
 CardConnect Corp. Packaged SoftwareTechnology Services Develops payment solutions | Technology Services |
FinTech Acquisition Corp. II
 FinTech Acquisition Corp. II Financial ConglomeratesFinance Operates as a blank check company | Finance |
Paya Intermediate Corp.
 Paya Intermediate Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Finserv Acquisition Corp.
 Finserv Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Pacific View Ventures LLC
 Pacific View Ventures LLC Miscellaneous Commercial ServicesCommercial Services Provides client service, administration and investment solutions | Commercial Services |
FTAC Olympus Acquisition Corp.
 FTAC Olympus Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Cohen Circle LLC
Cohen Circle LLC Investment ManagersFinance Cohen Circle invests in companies located in the United States and Europe. The firm focuses on fintech, technology and impact spaces. It participates in early and later stage transactions. The firm also makes private-to-public investments. | Finance |
Locust Walk Acquisition Corp.
 Locust Walk Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
FTAC Zeus Acquisition Corp.
 FTAC Zeus Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Newcourt Acquisition Corp.
 Newcourt Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Launchpad Capital
Launchpad Capital Investment ManagersFinance Launchpad Capital invests in companies located in the United States. The firm targets companies operating in the fields of finance and technology services. It provides financing for pre-seed, incubator, seed, early, secondaries and late stage capital requirements. | Finance |
Phoenix Biotech Acquisition Corp.
 Phoenix Biotech Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
- Stock Market
- Insiders
- Shami Patel
