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Shami Patel
Managing Director at Cohen Circle and Cohen & Company
Shami Patel is a highly accomplished professional with a diverse background in law, business, and finance.
He holds a Juris Doctor (J.D.) degree from Duke University School of Law, a Master of Business Administration (M.B.A.) from Duke University - The Fuqua School of Business, and a Bachelor's degree in Philosophy and Economics from Trinity University.
With an impressive career history, Shami has held key roles including Managing Director at Cohen & Company Asset Management, Managing Director at Cohen Circle, and Chief Operating Officer at FTAC Olympus Acquisition Corp.
He has also served in advisory capacities at various organizations such as FinServ Acquisition Corp and as a Board Member in entities like FinTech Acquisition Corp. II (NASDAQ: FNTE).
Shami's leadership experience extends to his tenure as CEO at LumiGrow, Inc., Managing Partner at Pacific View Ventures, and Senior Lecturing Fellow at Duke University.
Moreover, he has been actively involved in the financial sector, holding positions such as Vice Chair of the Board of Directors and Chair of various committees at Golden Pacific Bancorp, as well as serving as Senior Partner on the Executive Committee at Hexagon Securities.
His career highlights include roles as Chief Operating Officer at ALESCO Financial (NYSE: AFN), Managing Director at Cohen & Company Inc., and Chief Executive Officer at iATMglobal.net.
Shami Patel's extensive professional journey also includes positions at TRM Corporation (NASDQ: TRMM), Sirrom Capital, Robertson Stephens, Andersen Consulting, among others, showcasing his well-rounded expertise in finance, operations, and strategic advisory.
His contributions to various sectors reflect his versatile skill set, making him a valuable asset in areas ranging from venture capital to investment banking.