Prem Patel, MBA
Discerning investors today know the economic and market landscape is shifting. Our independence allows us to think strategically, different from many in our industry, and prioritize the best interests of our select clientele.
GreenRock Advisory LLC
Over 30 years of investment experience navigating diverse market segments
MBA graduate from The Ohio State University, specializing in investments, finance & economics
Based in Ohio, serving clients in more than 11 states.
FINRA Series 65 License
Over 15 years of corporate executive and strategy expertise with a Fortune 10 company, launching some of the most innovative products in the healthcare industry
Phone number
Mobile: 937-701-5534Office: 937-310-1173