Jalpa Patel
Jalpa is a data migration consultant at F2 Strategy. She has over 15 years of experience in retail banking, wealth management, and financial services. She has worked as a Business Analyst, Technical System Analyst, and SQL Developer for institutions including JPMorgan Chase, U.S. Bancorp, Amalgamated Bank, UBS, and RBC. Jalpa’s primary expertise is in the areas of SQL, SSIS, ServiceNow, Tableau, Alteryx, and creating clear BRD/FRD documentation. She has supported major initiatives such as the Charles River to Bloomberg migration and the Series 7 to GDS conversion, focusing on data analysis, testing, and cross-functional collaboration. Her passion for technology began early, when she enjoyed fixing small computer issues for family and friends—a curiosity that shaped her career and commitment to continuous learning. She is based in Claymont, Delaware.
- JPMorgan
- U.S. Bancorp
- Amalgamated Bank
- UBS
- RBC
What would you tell someone just starting out in the industry right now?
I would tell someone starting out to focus on the basics, stay curious, and ask questions without hesitation. Learn a little every day—whether it’s SQL, systems, or business processes—because those fundamentals will help in any role. Shadow others, watch how they solve problems, and build good relationships. The industry moves fast, but consistency, clear communication, and a willingness to learn will take you far. Everyone starts somewhere, so be patient and keep growing.
What does the phrase, “Do Good with Tech” mean to you?
Means using technology in a way that truly helps people. For me, its about creating solutions that make someone’s day easier whether that’s reducing manual work, improving accuracy or fixing a problem they’ve been struggling with.
What do you think WealthTech will allow advisors to do in five years that they can’t do now?
In five years, wealthTech will let advisors provide highly personalized, real-time advice that isn’t possible today. Technology will essentially act as a co-pilot, amplifying the advisor’s expertise and making them more proactive, efficient and impactful.
Jalpa Patel
Jalpa is a data migration consultant at F2 Strategy. She has over 15 years of experience in retail banking, wealth management, and financial services. She has worked as a Business Analyst, Technical System Analyst, and SQL Developer for institutions including JPMorgan Chase, U.S. Bancorp, Amalgamated Bank, UBS, and RBC. Jalpa’s primary expertise is in the areas of SQL, SSIS, ServiceNow, Tableau, Alteryx, and creating clear BRD/FRD documentation. She has supported major initiatives such as the Charles River to Bloomberg migration and the Series 7 to GDS conversion, focusing on data analysis, testing, and cross-functional collaboration. Her passion for technology began early, when she enjoyed fixing small computer issues for family and friends—a curiosity that shaped her career and commitment to continuous learning. She is based in Claymont, Delaware.
- JPMorgan
- U.S. Bancorp
- Amalgamated Bank
- UBS
- RBC
What would you tell someone just starting out in the industry right now?
I would tell someone starting out to focus on the basics, stay curious, and ask questions without hesitation. Learn a little every day—whether it’s SQL, systems, or business processes—because those fundamentals will help in any role. Shadow others, watch how they solve problems, and build good relationships. The industry moves fast, but consistency, clear communication, and a willingness to learn will take you far. Everyone starts somewhere, so be patient and keep growing.
What does the phrase, “Do Good with Tech” mean to you?
Means using technology in a way that truly helps people. For me, its about creating solutions that make someone’s day easier whether that’s reducing manual work, improving accuracy or fixing a problem they’ve been struggling with.
What do you think WealthTech will allow advisors to do in five years that they can’t do now?
In five years, wealthTech will let advisors provide highly personalized, real-time advice that isn’t possible today. Technology will essentially act as a co-pilot, amplifying the advisor’s expertise and making them more proactive, efficient and impactful.
