AeroLeads people directory · profile
Anish Patel, Md, Mba Email & Phone Number
CEO and Co-Founder
at
Aashya Trading Company
1 work email found
@ucsd.edu
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO and Co-Founder
Location
United States, United States, United States
Who is Anish Patel, Md, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Anish Patel, Md, Mba is listed as CEO and Co-Founder at Aashya Trading Company, based in United States, United States, United States. AeroLeads shows a work email signal at ucsd.edu and a matched LinkedIn profile for Anish Patel, Md, Mba.
Anish Patel, Md, Mba previously worked as Investment Operations Associate at Ocean View Financial And Insurance Services and Financial Representative at Northwestern Mutual. Anish Patel, Md, Mba holds Master Of Business Administration - Mba from University Of Maryland University College.
Company email context
Email format at Aashya Trading Company
This section adds company-level context without repeating Anish Patel, Md, Mba's masked contact details.
*@ucsd.edu
68% confidence
AeroLeads found 1 current-domain work email signal for Anish Patel, Md, Mba. Compare company email patterns before reaching out.
Profile bio
About Anish Patel, Md, Mba
I've never met anyone who was planning to fail, but I have met many people who were failing to plan. Our mission at Ocean View Financial is to help people achieve financial security and independence. Whereas many advisors start with solutions, our relationship starts with the questions necessary to understand your goals and vision for your future. We provide tailored solutions based upon a deep understanding of our clients goals and dreams. From retirement planning, to children's education, to wealth accumulation, our goal is to help our clients take control of their financial future.For any inquiries, please do not hesitate to reach out at (858) 350-3538 or via email at anish.patel@nm.com
Listed skills include Marketing, Leadership, Information Technology, Clinical Research, and 14 others.
Current workplace
Anish Patel, Md, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Anish Patel, Md, Mba work experience
A career timeline built from the work history available for this profile.
Investment Operations Associate
Current- Establish and Oversee Investment Portfolios: Initiate, monitor, and adjust investment portfolios to align with client goals and market conditions
- Analyze and Report Investment Performance: Generate detailed performance reports, providing insights and evaluations to optimize investment strategies
- Employ Advanced Investment Strategies: Utilize sophisticated techniques and tools to tailor investment solutions that meet specific client objectives
- Develop Comprehensive Financial Plans: Craft holistic financial plans that encompass a wide range of financial needs, ensuring clients' long-term financial security and growth
- Client Relationship Management: Maintain and strengthen client relationships through regular communication, providing updates, and addressing inquiries promptly
Mar 2022 - Present
Financial Representative
- Provide professional financial recommendations to clients
- Build financial plans for individuals, families, and businesses
- Advise clients on products and services in relation to investing, retirement, and risk management
- Analyzed current accounts, developed strategies, and implemented financial plans best suitedfor clients and answered economic related questions.
Jun 2021 - Feb 2022
Healthcare Manager
Physical Therapy Solutions Inc.
- Manage the business website and social media platforms
- Develop new marketing strategies for awareness and prevention in physical ailments
- Manage payroll and accounting
- Perform financial analysis
- Create a positive patient experience
Jun 2014 - Dec 2021
Resident Physician
- Evaluated patient histories, complaints, and current symptoms to understand conditions andbegin diagnostic processes.
- Treated patients suffering from strokes, brain disorders, brain cancer and traumatic brain injuries.
Jul 2020 - Jun 2021
Medical Intern
- Communicated with patients to gain medical history and lifestyle information.
- Wrote detailed and professional progress notes for each patient, outlining notable events andexaminations findings.
- Applied classroom learning by directly caring for patients with acute concerns and chronic conditions.
Jul 2019 - Jun 2020
3 education records
Anish Patel, Md, Mba education
Master Of Business Administration - Mba
Doctor Of Medicine - Md
Bachelor’S Degree, Neuroscience
FAQ
Frequently asked questions about Anish Patel, Md, Mba
Quick answers generated from the profile data available on this page.
What company does Anish Patel, Md, Mba work for?
Anish Patel, Md, Mba works for Aashya Trading Company.
What is Anish Patel, Md, Mba's role at Aashya Trading Company?
Anish Patel, Md, Mba is listed as CEO and Co-Founder at Aashya Trading Company.
What is Anish Patel, Md, Mba's email address?
AeroLeads has found 1 work email signal at @ucsd.edu for Anish Patel, Md, Mba at Aashya Trading Company.
Where is Anish Patel, Md, Mba based?
Anish Patel, Md, Mba is based in United States, United States, United States while working with Aashya Trading Company.
What companies has Anish Patel, Md, Mba worked for?
Anish Patel, Md, Mba has worked for Aashya Trading Company, Ocean View Financial And Insurance Services, Northwestern Mutual, Physical Therapy Solutions Inc., and Uc San Diego Health.
How can I contact Anish Patel, Md, Mba?
You can use AeroLeads to view verified contact signals for Anish Patel, Md, Mba at Aashya Trading Company, including work email, phone, and LinkedIn data when available.
What schools did Anish Patel, Md, Mba attend?
Anish Patel, Md, Mba holds Master Of Business Administration - Mba from University Of Maryland University College.
What skills is Anish Patel, Md, Mba known for?
Anish Patel, Md, Mba is listed with skills including Marketing, Leadership, Information Technology, Clinical Research, Research, Medicine, Hospitals, and Data Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Anish Patel, Md, Mba you were looking for.
Anish Patel, MD, MBA
1 email domain
