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Upesh Patel Location
Philadelphia, PA, US
Upesh Patel Work
Associate Director @ (April 2025 - Present)
Manager @ (August 2019 - August 2025)
Fund Accountant @ (August 2018 - August 2019)
Claims Analyst II @ (August 2015 - August 2018)
Upesh Patel Education
Goldey-Beacom College
Master of Business Administration - MBA (Finance)
2016-2018
Goldey-Beacom College
Bachelor's Degree (Accounting)
2016
Upesh Patel Skills
Account Reconciliation
Analytical Skills
Auditing
Customer Service
Finance
Financial Accounting
Financial Analysis
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Word
Risk Management
Team Leadership
Teamwork
Time Management
Upesh Patel Summary
Upesh Patel, based in Philadelphia, PA, US, is currently a Associate Director at SS&C Technologies. Upesh Patel brings experience from previous roles at SS&C Technologies, BNY Mellon and Bank of America. Upesh Patel holds a 2016 - 2018 Master of Business Administration - MBA in Finance @ Goldey-Beacom College. With a robust skill set that includes Account Reconciliation, Analytical Skills, Auditing, Customer Service, Finance and more. Upesh Patel has 4 emails on RocketReach.
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