Marketing Manager and Senior Investment Analyst @ (October 2004 - December 2019)
Reshma Patel Education
California State University, Fullerton
Bachelor of Business Administration (BBA) (Accounting and Finance)
2002-2006
Reshma Patel Skills
Alternative Investments
Asset Allocation
Client Services
Finance
Hedge Funds
Investment Management
Investment Strategies
Investments
Marketing
Mutual Funds
New Business Development
Portfolio Management
Series 7
Reshma Patel Summary
Reshma Patel, based in Newport Beach, CA, US, is currently a Chief Compliance Officer and Senior Vice President, Operations at Provenio Capital. Reshma Patel brings experience from previous roles at Provenio Capital, Kairos Investment Management Company and Canterbury Consulting. Reshma Patel holds a 2002 - 2006 Bachelor of Business Administration (BBA) in Accounting and Finance @ California State University, Fullerton. With a robust skill set that includes Alternative Investments, Asset Allocation, Client Services, Finance, Hedge Funds and more. Reshma Patel has 3 emails and 4 mobile phone numbers on RocketReach.
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