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Sonal Patel

Managing Director, Head of Sales - Americas, Bermuda and Caribbean

Sonal Patel joined Ocorian* in 2019. Based in New York, Sonal is the Managing Director and Head of Sales for Americas, Bermuda and Caribbean. She has a wealth of capital markets services experience and is a key thought leader within the industry with a strong view on evolving client and market needs. In her role she is responsible for identifying opportunities across the regions and jurisdictions to accelerate revenue growth. Sonal has more than 20 years’ experience across product, business development, operations and relationship management and has worked with collateral managers, hedge funds, private equity firms, insurance firms, investment banks, and corporations with a focus on debt capital market services globally. She has a proven track record of achieving strong new business results while building trusted, long term partnerships with external and internal partners. Sonal most recently worked for a leading global investments and securities services bank as Managing Director – US/Americas Business Development Group Head, where she managed a team that was responsible for the company’s largest and most complex global client relationships; her responsibilities included sourcing and cultivating new business opportunities across businesses and geographies. Sonal has held a variety of other business development roles during her tenure, including: Managing Director – Group Head US Strategic Clients; Managing Director – Client and Business Development; Group Head – CDO/Structured Finance; and Vice President- Structured Credit Products.

Sonal has received many accolades in her career, including a nomination by the BNY Mellon’s members of the Women's Bond Club for its Rising Star award, an honoree for 40 under 40 by the Feminist Press, and honored as a Chairman Circle Award winner, an award presented to individuals for outstanding client performance and management. Sonal is an active member of the Financial Women’s Association, Women’s Bond Club, and United Way. Sonal holds a Bachelor of Science in Computer Science with a Minor in Mathematics from Rowan University in New Jersey.

*Estera prior to its merger with Ocorian in early 2020

My latest articles

Important changes in Cayman fund regulation

With the Cayman Islands Government set to introduce two bills aimed at regulating Cayman private f...

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