Sonal Patel

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Profile

Ms. Sonal Patel joined the Berkeley Endowment Management Company in 2011 as an Associate Director of Investments.
Ms. Patel brings with her over five years of public equities experience as a research associate covering US oil & gas in the active equity research group at TIAA CREF and as an associate analyst covering US retail & internet at Prudential Equity Group.
Previously, Ms. Patel began her career as an investment banking analyst at Merrill Lynch and an auditor at Deloitte & Touche, then branched out into the business development arena with a successful start-up.
Ms. Patel earned a B.A. in Economics and Psychology from UCLA and an M.B.A. from Columbia Business School.

Former positions of Sonal Patel

Companies	Position	End
Berkeley Endowment Management Co. Berkeley Endowment Management Co. Investment ManagersFinance Profile Unavailabl	Portfolio Manager-Equities	01/01/2013
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services	Comptroller/Controller/Auditor	-
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-
TIAA-CREF Investment Management LLC TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management.	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
TIAA-CREF Investment Management LLC TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services	Commercial Services
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Berkeley Endowment Management Co. Berkeley Endowment Management Co. Investment ManagersFinance Profile Unavailabl	Finance

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