Juhee Patel Email & Phone Number
Wealth Manager
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Juhee Patel Location
- United States
Juhee Patel Work
- Wealth Manager @ Virtue Wealth Management (March 2026 - Present)
- Business Owner @ Ganesh-Karuna Consulting, LLC (June 2020 - March 2026)
- Financial Advisor @ (December 2023 - February 2026)
- Associate @ (August 2023 - December 2023)
- Chief Operations Officer @ Surya Psychiatric Clinic, PLLC (October 2017 - July 2022)
- Medical Liaison and Patient Advocate @ Surya Psychiatric Clinic, PLLC (October 2017 - July 2021)
- Associate Finance Professional @ (September 2021 - March 2022)
- Associate Financial Services Professional @ (September 2021 - March 2022)
- Chief Executive Officer @ Strive TMS Centers (December 2018 - July 2021)
Juhee Patel Education
- Arizona State University
Bachelor of Arts (Business- Global Leadership)
2014-2018
Juhee Patel Skills
- Brand Development
- Business Administration
- Business Development
- Clinical Research
- Customer Relationship Management (CRM)
- Finance
- Financial Analysis
- Financial Goals
- Financial Services
- Global Leadership
- Independent Financial Advice
- Internal Communications
- Investment Advisory Services
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Publisher
- Microsoft Word
- Operations Management
- Personal Financial Strategies
- Portfolio Analysis
- PowerPoint
- Project Management
- Quantitative Research
- Research
- SIE
- Series 65
- TMS
Juhee Patel Summary
- Juhee Patel, based in United States, is currently a Wealth Manager at Virtue Wealth Management. Juhee Patel brings experience from previous roles at Ganesh-Karuna Consulting, LLC, Edward Jones, Edward Jones US and Surya Psychiatric Clinic, PLLC. Juhee Patel holds a 2014 - 2018 Bachelor of Arts in Business- Global Leadership @ Arizona State University. With a robust skill set that includes Brand Development, Business Administration, Business Development, Clinical Research, Customer Relationship Management (CRM) and more. Juhee Patel has 1 mobile phone numbers on RocketReach.
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