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Mihir Patel

Building Wealth Management Products

Mihir Patel is a product leader with experience in design, software, and finance.1 He is currently a Sr Manager of Digital Product Management at Schwab Charitable, a role he has held since October 2023.1 Prior to this, he was a Senior Product Manager at Charles Schwab from November 2021 to October 2023, where he worked on Schwab Intelligent Portfolios, a robo advisor platform for automated investing.1

Patel's career history includes:

  • Owner of Wise Charlie (January 2018 - January 2022), a project involving mental model cards that was later acquired.1
  • Product Manager at Morningstar (October 2020 - October 2021).1
  • Founder of Humble Pen (November 2012 - November 2015), a designer pen company supporting educational needs in Haiti and Cambodia.1

He has also held positions in business development and as a product manager for a startup called SpendOut.1 Patel's experience demonstrates a strong background in product management, particularly in the financial technology sector.

Highlights

May 21 · youtube.com
HPV & Oropharyngeal Cancer w/ Dr. Mihir Patel - YouTube
HPV & Oropharyngeal Cancer w/ Dr. Mihir Patel - YouTube
Feb 13 · On Wall Street
Top 40 Advisors Under 40 interview with Morgan Stanley Mihir Patel - On Wall Street
Jan 23 · On Wall Street
Top 40 Advisors Under 40 2020 edition countdown: 1-20 - On Wall Street

Related Questions

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Can you tell me more about Mihir Patel's experience at Morningstar?
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Mihir Patel
Mihir Patel, photo 1
Mihir Patel, photo 2
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Location

Austin, Texas, United States