Pooja Patel
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Pooja Patel Email & Phone Number

Finance Intern & Office Manager at Princeton Wealth Management Alliance at Nisivoccia CPAs
Location: North Brunswick, New Jersey, United States 5 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Finance Intern & Office Manager at Princeton Wealth Management Alliance
Location
North Brunswick, New Jersey, United States
Company size

Who is Pooja Patel? Overview

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Quick answer

Pooja Patel is listed as Finance Intern & Office Manager at Princeton Wealth Management Alliance at Nisivoccia CPAs, a company with 80 employees, based in North Brunswick, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Pooja Patel.

Pooja Patel previously worked as Commercial Audit Intern at Nisivoccia Cpas and Finance Intern/Office Manager at Princeton Wealth Management Alliance. Pooja Patel holds Finance And Accounting, Finance, General, 3.62 from Rutgers Business School.

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Email format at Nisivoccia CPAs

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Nisivoccia CPAs

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Profile bio

About Pooja Patel

I am a Finance and Accounting student at Rutgers Business School - New Brunswick interested in the investment banking sector. I am involved in Rutgers Corporate Finance Society as an Academic Committee member and am a general member of Rutgers Gujrati Student Association . Apart from that, I am currently interning at an investment management company, where I work closely with the Charles Schwabs platform to make money movement transactions and create applications(e.g. SEP-IRA agreements). I also have knowledge in creating advisory fee invoices and discovering new leads. In order to get a greater grasp on the information learned in class, I also actively monitor the stock market and my portfolio.Apart from that, I am currently preparing to take my Series 65 Exam, in order to be a certified Investment Advisor Representative. Contrary to the popular belief of favoring savings, I have always thought that investing is the better option because of the time value of money. Due to this reason, I have an interest in advising individuals as to where they should allocate their funds and hence am pursuing the Series 65 license. In my free time, I enjoy writing poetry, listening to music, and rollerblading.

Current workplace

Pooja Patel's current company

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Nisivoccia CPAs
Nisivoccia Cpas
Finance Intern & Office Manager at Princeton Wealth Management Alliance
mount arlington, new jersey, united states
Website
Employees
80
AeroLeads page
5 roles

Pooja Patel work experience

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Commercial Audit Intern

Current

Bridgewater, New Jersey, United States

Conducted DOE related testing, which consisted of revenue testing, cash disbursement testing, and Maximum Salary and Certification TestingCreated Balance Sheet Lead SheetsInteracted with Clients

May 2023 - Present

Finance Intern/Office Manager

Current

Princeton, New Jersey, United States

Generated over 30 applications through the Charles Schwab's platform regarding SEP-IRAs, Journal and Check Request Forms, and new account applicationsDiscovered over 1000 leads through SalesFlower and FreeErisa to help increase assets under management for company. Learned how to analyze FreeErisa documents and what to look forConstructed over 250 advisory.

Mar 2022 - Present

Tutor

Virtual

Educated four high school students in various subjects including Algebra, and ACT Math PrepLed over twenty one-on-one virtual tutoring sessions and was able to build communication skills andproblem-solving techniques by solving the inquiries students had on the spot

May 2021 - Sep 2021

Volunteer

New Brunswick, New Jersey, United States

As a Junior Program volunteer at Saint Peters University Hospital, I was in charge of delivering water pitchers and equipment to patients rooms.

Jul 2019 - Sep 2019

Volunteer

North Brunswick, New Jersey, United States

As a volunteer at Health First Rehab, I was in charge of setting up the rooms for the patients, delivering heating and cooling pads to the patients, and actively conversing with the patients and motivating them to do their exercises.

Jan 2019 - Feb 2019
Team & coworkers

Colleagues at Nisivoccia CPAs

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2 education records

Pooja Patel education

Finance And Accounting, Finance, General, 3.62

Activities and Societies: Deans List, Rutgers Future Business Leaders of America, Rutgers Hindu Student Council, Rutgers Shark Tank Project

Ged

North Brunswick Township High School

Activities and Societies: Future Business Leaders of America, DECA, Honors Society, High Honor Roll

FAQ

Frequently asked questions about Pooja Patel

Quick answers generated from the profile data available on this page.

What company does Pooja Patel work for?

Pooja Patel works for Nisivoccia CPAs.

What is Pooja Patel's role at Nisivoccia CPAs?

Pooja Patel is listed as Finance Intern & Office Manager at Princeton Wealth Management Alliance at Nisivoccia CPAs.

Where is Pooja Patel based?

Pooja Patel is based in North Brunswick, New Jersey, United States while working with Nisivoccia CPAs.

What companies has Pooja Patel worked for?

Pooja Patel has worked for Nisivoccia Cpas, Princeton Wealth Management Alliance, Arbor Tutors, Saint Peters University Hospital, and Health First Rehab, Inc.

Who are Pooja Patel's colleagues at Nisivoccia CPAs?

Pooja Patel's colleagues at Nisivoccia CPAs include Olivia Rispoli, Dominic Prezioso, Jennifer Mckinnon, Dana Almeida, and Ryan Hynson.

How can I contact Pooja Patel?

You can use AeroLeads to view verified contact signals for Pooja Patel at Nisivoccia CPAs, including work email, phone, and LinkedIn data when available.

What schools did Pooja Patel attend?

Pooja Patel holds Finance And Accounting, Finance, General, 3.62 from Rutgers Business School.

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