Reshma Patel

Reshma Patel Email and Phone Number

Chief Compliance Officer and Senior Vice President, Operations @ Provenio Capital
Newport Beach, CA, US
Reshma Patel's Location
Newport Beach, California, United States, United States
Reshma Patel's Contact Details

Reshma Patel personal email

n/a
About Reshma Patel

Reshma Patel is a Chief Compliance Officer and Senior Vice President, Operations at Provenio Capital. She possess expertise in asset allocation, alternative investments, marketing, investments, client services and 8 more skills.

Reshma Patel's Current Company Details
Provenio Capital

Provenio Capital

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Chief Compliance Officer and Senior Vice President, Operations
Newport Beach, CA, US
Website:
proveniocapital.com
Employees:
14
Reshma Patel Work Experience Details
  • Provenio Capital
    Chief Compliance Officer And Senior Vice President, Operations
    Provenio Capital
    Newport Beach, Ca, Us
    View
  • Provenio Capital
    Chief Compliance Officer & Senior Vice President, Operations
    Provenio Capital Dec 2024 - Present
    Newport Beach, California, Us
    Provenio Capital is based in Newport Beach, California and is a registered investment advisor specializing in institutional quality alternative investments. As a boutique investment firm, we serve a limited number of high-net-worth individuals, family offices and private foundations. By partnering with Provenio, our clients benefit from direct access to alternative strategies not generally available to traditional allocators. We offer bespoke alternative investment solutions by concentrating on managers with an edge in niche markets, thus providing differentiated sources of returns to complement a client’s broader portfolio.
    View
  • Provenio Capital
    Chief Compliance Officer And Vice President Of Operations
    Provenio Capital Aug 2022 - Present
    Newport Beach, California, Us
    View
  • Provenio Capital
    Vice President Of Operations
    Provenio Capital Apr 2022 - Present
    Newport Beach, California, Us
    View
  • Kairos Investment Management Company
    Senior Operations Manager, Investor Relations
    Kairos Investment Management Company Dec 2019 - Apr 2022
    Irvine, California, Us
    Kairos Investment Management Company (Kairos) is an employee-owned, entrepreneurial real estate investment firm and registered investment adviser based in Rancho Santa Margarita, California. Since inception, Kairos and its affiliates have invested over $3.2 billion in more than 17 million square feet, including 19,000 multifamily units. Kairos' real estate experience crosses many disciplines including acquisitions, credit, asset management, property management, development, redevelopment, and distressed investing.
    View
  • Canterbury Consulting
    Marketing Manager / Senior Investment Analyst
    Canterbury Consulting Oct 2004 - Dec 2019
    Newport Beach, California, Us
    Canterbury Consulting, Inc. (Canterbury) is a 60+-person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $3B. Clients are both tax-exempt - public and private foundations, endowments and pension plans - and taxable - corporate plans and high net worth and ultra-high net worth individuals and families - and invest in both traditional assets such as public equities and bonds and alternative assets such as private capital, hedge funds and real assets (commodities, real estate, etc.). Canterbury customizes each client’s portfolio based on his or her needs, wants, risk preferences and liquidity requirements. The average tenure of Canterbury's clients is 10+ years.
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Reshma Patel Skills

Asset Allocation Alternative Investments Marketing Investments Client Services Hedge Funds Portfolio Management Series 7 Investment Strategies New Business Development Finance Investment Management Mutual Funds

Reshma Patel Education Details

  • California State University, Fullerton
    California State University, Fullerton
    Accounting And Finance

Frequently Asked Questions about Reshma Patel

What company does Reshma Patel work for?

Reshma Patel works for Provenio Capital

What is Reshma Patel's role at the current company?

Reshma Patel's current role is Chief Compliance Officer and Senior Vice President, Operations.

What is Reshma Patel's email address?

Reshma Patel's email address is rp****@****ing.com

What schools did Reshma Patel attend?

Reshma Patel attended California State University, Fullerton.

What skills is Reshma Patel known for?

Reshma Patel has skills like Asset Allocation, Alternative Investments, Marketing, Investments, Client Services, Hedge Funds, Portfolio Management, Series 7, Investment Strategies, New Business Development, Finance, Investment Management.

Who are Reshma Patel's colleagues?

Reshma Patel's colleagues are Chase Forrest, Nolan Palmer, Jim Cao, Cfa, Provenio Group, Jeremy Chused, Kaitlin Shedd, Kevin Murphy.

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