About Me

Originally from India, Digant Patel now lives in Warren, New Jersey. This industrious product owner and project manager first came to the United States in 1999. After obtaining his Masters in Computer Engineering, he accumulated 16 years of experience in the financial industry. Dynamic, adaptable, self-motivated, top-performing, and knowledgeable are just some of the attributes used to describe him. Patel also loves to give back to the community by volunteering and advocating for various nonprofits in his free time, showcasing his balance between work and personal life.

Agile Leader for Global Teams

Well-known for his dynamic leadership and bilingual capabilities, Patel has a knack for implementing projects to meet critical business and IT objectives. He devises his strategies to align multiple disciplines, coordinating efforts between business groups and driving complex system integration for robust, high-quality programs that solve problems and provide business results. As an Agile Product Owner, he has developed strong management skills focusing on energizing teams and building a culture based on professional performance and personal fulfillment.

Digant Patel has built his career on effectively implementing Agile transformation. He has helped teams focus on continuous improvement and process automation that streamline operations and drive growth. Among his specializations, Patel has delivered complex projects on time. Additionally, he is an expert in many system lifecycle methodologies, including SDLC, Waterfall, Agile, and Hybrid approaches.

A born problem-solver, Patel is equally at home with sophisticated software implementations or explaining technical processes to stakeholders at all levels. Similarly, he loves helping fellow technologists master new technology and concepts, proving himself to be a mentor and influencer in the professional sphere.

Patel has completed numerous certifications as a strong advocate of continuous personal and technological growth. For example, he is a Certified Scrum Alliance professional.

Professional Experience and Achievements

Digant Patel has led complicated regulatory projects, demonstrating a strong aptitude for implementing and governing measures such as FINRA/ESMA. In this capacity, he collaborated with business and technology stakeholders to meet the US and European regulatory requirements. He is very proficient with FINRA regulations, including FINRA OATS consisting of Submission, Rejections (Context/Syntax) & mismatches, Electronic Bluesheets, ACT, MSI 605/ 606 & LOPR reporting, alongside MiFID regulations, such as Trade (MiFIR Article 20 & 21) & Transaction (MiFIR Article 26) Reporting, MiFID II Article 59, Cost & Charges (Article 50), MiFID II FIRD, Best Execution (Article 27) – RTS 27 & RTS 28.

He is a top-performing leader with a record of successful governance, risk reduction, and timely delivery of projects. His tenure includes easily recognized financial institutions such as Chase, Citi, Barclays Capital, Deutsche Bank, and Lazard Asset Management. Through his service to these esteemed financial giants, Patel became known as a superb multitasker with strong business and IT acumen.

In 2004, he became a Data Warehouse Architect for Chase. In this role, he managed the implementation of a Sales MIS Data Warehouse needed to improve the company’s business intelligence reporting.

He then spent more than six years at Citi, where he progressed rapidly and gained expertise in managing regulatory projects, such as OATS (Order Audit Trail System) and MSI 605/606. He implemented governance and control measures as part of a cross-departmental team. He also provided technical recommendations and architectural vision with appropriate focuses on performance, security, control, and longevity towards building long-term reporting solutions.

From 2010 to 2016, Patel served as Sr. Project Manager / Vice President at Barclays Investment Bank and managed multiple regulatory projects for FINRA Regulation, including Electronic Bluesheets, OATS (Order Audit Trail System), MSI 605/606, LOPR, ACT, RegNMS, Large trader, Surveillance & Supervisory reporting, CAT (Consolidated Audit Trail). Among many other essential responsibilities, he redefined the project management strategy of the financial institution. He also created and implemented an initiative to streamline workflows to meet market demands.

Among other esteemed financial institutions, Digant Patel also completed a stint at Deutsche Bank, where he served as a Sr. Project Manager / Sr. Vice President from 2016 to 2019 and gained expertise in managing multiple regulatory projects for MiFID (European) FIN Regulation, such as Trade & Transaction Reporting, Article 59 Client Reporting, Best Executions – RTS 27 & RTS 28, Cost & Charges, FIRD (Financial Reference Data) Reporting. In this role, he facilitated Sprint planning, estimation, and demos, among many other accomplishments.

As a Sr. Product Owner, Sr. Scrum Master, and Vice President at Lazard Asset Management, Digant Patel continued his legacy as one of New York’s top Agile development experts.

Currently, Patel has been providing a reporting platform that will assist small and medium financial institutions to comply with the latest FINRA, ESMA & SEC regulations. He commits to providing enhanced end-user expertise that facilitates the ease of access to product information and the justification of the quality price.

A Well-Rounded Financial Professional

Patel knows the importance of balancing work and personal goals. He takes the time to pursue his other passions, such as gardening, running, and volunteering. As such, he has completed many 5K and marathon races, benefiting worthy and charitable causes.


Before his meteoric rise to leadership and management roles, Patel completed his education at respected universities. He received a Master’s degree in Computer Engineering at the Stevens Institute of Technology in Hoboken, New Jersey, and obtained his bachelor's in Mechanical Engineering from Bhavnagar University in Gujarat, India.


Digant R. Patel Portfolio