Ruchi Patel Email & Phone Number

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Director, Portfolio Accounting and Reporting @ (January 2025 - Present)
Director of Operations @ (January 2023 - January 2025)
Senior Operations Specialist @ (January 2021 - December 2022)
Operations Specialist @ (July 2016 - December 2020)
Client Services Coordinator @ Signet Investment Advisory Group (May 2014 - July 2016)
Credit Operations Intern @ (July 2013 - May 2014)
Teacher's Assistant @ Kwong Kow Chinese School (September 2010 - December 2012)
Content Marketing Intern @ (May 2012 - August 2012)

Ruchi Patel, based in Boston, MA, US, is currently a Director, Portfolio Accounting and Reporting at Crestwood Advisors. Ruchi Patel brings experience from previous roles at Crestwood Advisors and Signet Investment Advisory Group. Ruchi Patel holds a 2010 - 2014 BSBA @ Suffolk University. With a robust skill set that includes Microsoft Word, Bloomberg Terminal, PowerPoint, Keyword Research, Marketing and more. Ruchi Patel has 1 emails and 1 mobile phone numbers on RocketReach.