Ruchi Patel Email & Phone Number
Director, Portfolio Accounting and Reporting @ Crestwood Advisors
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Ruchi Patel Location
- Boston, MA, US
Ruchi Patel Work
- 2025 -now Director, Portfolio Accounting and Reporting @
- 2023 -2025 Director of Operations @
- 2021 -2022 Senior Operations Specialist @
- 2016 -2020 Operations Specialist @
- 2014 -2016 Client Services Coordinator @ Signet Investment Advisory Group
- 2013 -2014 Credit Operations Intern @
- 2010 -2012 Teacher's Assistant @ Kwong Kow Chinese School
- 2012 -2012 Content Marketing Intern @
Ruchi Patel Education
- Suffolk University
BSBA
2010-2014
Ruchi Patel Skills
- Microsoft Word
- Bloomberg Terminal
- PowerPoint
- Keyword Research
- Marketing
- Microsoft Excel
- Client Services
- Salesforce.com
- Access Database
- Google Adwords
- Google Analytics
- Analysis
- SEO
- Operations
- Equity Trading
- Equity Research
Ruchi Patel Summary
- 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.
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