Ridhi Patel

Ridhi Patel Email and Phone Number

Fractional COO and CTO | Executive Advisor in Operations, Technology and Growth @ Golden Tree Wealth Partners, LLC. & Golden Tree Tax & Accounting, LLC.
Chicago, IL, US
Ridhi Patel's Location
Chicago, Illinois, United States, United States
Ridhi Patel's Contact Details
About Ridhi Patel

Ridhi Patel is a Fractional COO and CTO | Executive Advisor in Operations, Technology and Growth at Golden Tree Wealth Partners, LLC. & Golden Tree Tax & Accounting, LLC.. She possess expertise in data analysis, management, marketing strategy, management consulting, strategy and 18 more skills.

Ridhi Patel's Current Company Details
Golden Tree Wealth Partners, LLC. & Golden Tree Tax & Accounting, LLC.

Golden Tree Wealth Partners, Llc. & Golden Tree Tax & Accounting, Llc.

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Fractional COO and CTO | Executive Advisor in Operations, Technology and Growth
Chicago, IL, US
Website:
goldentreewealthpartners.com
Employees:
5
Ridhi Patel Work Experience Details
  • Golden Tree Wealth Partners, Llc. & Golden Tree Tax & Accounting, Llc.
    Fractional Coo And Cto | Executive Advisor In Operations, Technology And Growth
    Golden Tree Wealth Partners, Llc. & Golden Tree Tax & Accounting, Llc.
    Chicago, Il, Us
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  • Inspire11
    Principal Consultant - Data & Analytics
    Inspire11 Apr 2022 - Present
    Chicago, Illinois, Us
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  • Trexin Consulting
    Principal
    Trexin Consulting Jul 2015 - Mar 2022
    Minneapolis, Mn, Us
    Founded on the principles of trust, experience, and innovation, Trexin Consulting specializes in strategy execution – the implementation of business strategy to achieve targeted business goals. Applied strategy situations that Trexin frequently leads include: digital transformations for business, scaling capabilities for growth, optimizing operations for cost reduction, driving synergies for M&A, and recovering projects in distress. Trexin’s services are right-sized for our Clients’ needs, ranging from our “Diamond Team” service when our Clients want Trexin to own an outcome and share delivery risk, to Expert/Advisory services for senior-level guidance, to Strategic Staffing services for execution-oriented tasks and roles. Our expertise spans Healthcare, Life Sciences, Financial Services, and Products & Distribution, overlaid by multidisciplinary skills in the four capabilities essential to strategy execution: Strategy & Innovation, Program Execution, Technology, and Analytics. We are a mid-sized ($40M) professional service firm with national coverage, and we compete directly with larger management consulting firms, global systems integrators, and regional consultancies.​
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  • Aarete
    Managment Consultant
    Aarete Apr 2013 - Jul 2015
    Chicago, Il, Us
    AArete is an operations strategy consulting firm with offices in Chicago, New York, and Los Angeles. AArete’s foundation lies in superior client service, trust and results. AArete specializes in Non-Salary Cost Reduction, and aids businesses in improving profits rapidly and efficiently via advanced data analytics, their Knowledge Management Center™, and their proven methodologies. AArete also offers a variety of specialized services including cash acceleration, carbon measurement and management, and industry specific services. AArete is comprised of a team of highly credentialed management, finance, accounting, and supply chain professionals who bring over 20 years of Fortune 500 expertise to their clientsWithin the company, I provide strategic sourcing solutions through data mining, negotiations, and implementation. Working with national Medicaid programs, we aim to manage vendor contract compliance and system optimization. My team and I developed strategy for finding fraud, waste, and abuse within a national healthcare company and supported the implementation of a nationwide initiative to salvage money paid for fraudulent claims. We also worked with another national healthcare provider to increase the efficiency and lower costs of their most used processes which resulted in over $2M in savings. We work with clients on a day-to-day basis meeting ad-hoc needs and anticipate future needs and opportunities by thorough data analysis.
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  • American Express
    Global Consulting Analyst
    American Express Jun 2011 - Apr 2013
    New York, Ny, Us
    At American Express Global Consulting, we deliver market leading solutions through unparalleled market insight, industry expertise, and global presence. We help source and implement our corporate clients' travel programs. We provide the highest quality benchmarking in all travel industries as we are the world's most extensive card and travel data warehouse. Our services include setting up the RFP, managing relationships with the travel vendors, implementing the travel program and measuring ongoing compliance. Our services have resulted in over $500M in delivered savings and we are considered the world's largest T&E consulting practice.My responsibilities consisted of cleaning and analyzing the client's data to provide insight on their savings potential based on factors such as previous spend patterns and forecasts of new travel trends. I maintained relationships with the vendors and was involved at the micro-level manually negotiating many of our client's contracts. Utilizing our extensive benchmark data I was able to create many best in class programs for our highest spending clients. I also created many tools built to manage vast amounts of data and measure ongoing savings as a result of our programs as well as measure compliance to our programs by the client's employees.
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  • Truecare Biomedix
    Sales And Marketing
    Truecare Biomedix Aug 2009 - Jun 2011
    A start-up company launched in 2009 in Miami, FL, TrueCare specializes in a line of medical devices. We provide IV sets (accessories, tubing, flow regulators, and bags), IV poles, sterile alcohol sprayers and gallons, and cleanroom products. I launched line of products in 2009 accounting for $2.5M in projected revenue in 2011 fiscal year and we expect to continue growing rapidly. We quickly developed a presence in the medical device industry and I have helped by orchestrating a marketing strategy that had caused sales to increase by 40% in two years. I have had extensive travel to China and India to meet with investors and factory owners to negotiate contract terms. I had to work with engineers on our team to enhance current products and develop new ones, while minimizing costs. My client relationship skills have developed over my many experiences. Between vendors and clients, I create an environment that makes both the vendor and the client comfortable. I was beginning an expansion into Europe where we were projected to be strong competition to the local manufacturers.
  • Berkshire Group
    Consulting And Asset Valuation Intern
    Berkshire Group May 2008 - Aug 2008
    The Berkshire Group LP ("Berkshire") is a management-consulting firm providing services to companies in and related to the consumer and commercial lending industries. Through its experienced consultants and close strategic alliance relationships, the entire "Berkshire Team", provides risk-based analysis and valuation of consumer and commercial loans, mortgage servicing rights, and related securities. With decades of experience buying, selling, securitizing, and servicing loan assets, the Berkshire Team provides the best solutions for your specific business model.With this company, I performed detailed analysis of existing residential mortgage securitization transactions, including creation of realized loss excel spreadsheets (massive work with Excel). I completed multiple research projects, making use of the SEC Edgar database, Moody's Economy database, Data Buffet, and Intex securitization transaction library. I had to compile extensive amounts of residential mortgage securitization trend data and analyze it for my managing director so he could then present it to our clients.
  • Citigroup Property Investors
    Investment Banking Intern
    Citigroup Property Investors May 2007 - Aug 2007
    New York, New York, Us
    I worked for Citibank Asia-Pacific in their alternate investments group as an Investment Banking Intern. Our speciality was real estate and Iconducted in depth market research to gain some background on the Indian real estate market because of my unfamiliarity with it. I was taken on on-site assessments of the potential projects and got to meet with many of the investors that we would partner with. I calculated profit margins of all property acquisitions and recorded financial transactions. All of these calculations needed to be assembled in comprehensive project files chronologically from pre-investment research to due diligence and signing of contracts. These binders had to be created and shipped to Hong Kong on a tight deadline. All in all it was an enlightening experience as I got to see an emerging economy, rapid increase in the demand for real estate, and all the details that go into joint ventures and high profile investments.
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  • Wachovia Securities
    Investment Management Intern
    Wachovia Securities May 2006 - Aug 2006
    San Francisco, California, Us
    At Wachovia, I shadowed both junior and senior advisors and sat in on many client phone calls. I added to client base by acquiring accounts of investors with a minimum of $500k in funds. I learned to develip high profile client relationships via phone and in person, increasing the firm's credibility.
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Ridhi Patel Skills

Data Analysis Management Marketing Strategy Management Consulting Strategy Business Process Improvement Leadership Analysis Valuation Process Improvement Finance Due Diligence Financial Modeling Financial Analysis Crm Strategic Consulting Forecasting Product Marketing Sales Management Developing Client Relationships Strategic Sourcing Savings Tracking Compliance

Ridhi Patel Education Details

  • University Of Michigan
    University Of Michigan
    Economics

Frequently Asked Questions about Ridhi Patel

What company does Ridhi Patel work for?

Ridhi Patel works for Golden Tree Wealth Partners, Llc. & Golden Tree Tax & Accounting, Llc.

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

Ridhi Patel's current role is Fractional COO and CTO | Executive Advisor in Operations, Technology and Growth.

What is Ridhi Patel's email address?

Ridhi Patel's email address is rd****@****ich.edu

What is Ridhi Patel's direct phone number?

Ridhi Patel's direct phone number is +184769*****

What schools did Ridhi Patel attend?

Ridhi Patel attended University Of Michigan.

What skills is Ridhi Patel known for?

Ridhi Patel has skills like Data Analysis, Management, Marketing Strategy, Management Consulting, Strategy, Business Process Improvement, Leadership, Analysis, Valuation, Process Improvement, Finance, Due Diligence.

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