Ruchi Patel
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Ruchi Patel Email & Phone Number

Director, Portfolio Accounting and Reporting at Crestwood Advisors
Location: Boston, Massachusetts, United States 8 work roles 1 school
1 work email found @crestwoodadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@crestwoodadvisors.com
LinkedIn Profile matched
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Current company
Crestwood Advisors
Role
Director, Portfolio Accounting and Reporting
Location
Boston, Massachusetts, United States
Company size
66 employees

Who is Ruchi Patel? Overview

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Quick answer

Ruchi Patel is listed as Director, Portfolio Accounting and Reporting at Crestwood Advisors, a company with 66 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at crestwoodadvisors.com and a matched LinkedIn profile for Ruchi Patel.

Ruchi Patel previously worked as Director of Operations at Crestwood Advisors and Senior Operations Specialist at Crestwood Advisors. Ruchi Patel holds Bsba from Suffolk University.

Company email context

Email format at Crestwood Advisors

This section adds company-level context without repeating Ruchi Patel's masked contact details.

{first_initial}{last}@crestwoodadvisors.com
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AeroLeads found 1 current-domain work email signal for Ruchi Patel. Compare company email patterns before reaching out.

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Profile bio

About Ruchi Patel

Ruchi Patel is a Director, Portfolio Accounting and Reporting at Crestwood Advisors. She possess expertise in microsoft word, bloomberg terminal, powerpoint, keyword research, marketing and 11 more skills.

Listed skills include Microsoft Word, Bloomberg Terminal, Powerpoint, Keyword Research, and 12 others.

Current workplace

Ruchi Patel's current company

Company context helps verify the profile and gives searchers a useful next step.

Crestwood Advisors
Crestwood Advisors
Director, Portfolio Accounting and Reporting
Boston, MA, US
Website
crestwoodadvisors.com
Employees
66
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Company profile
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8 roles

Ruchi Patel work experience

A career timeline built from the work history available for this profile.

Client Services Coordinator

Signet Investment Advisory Group

Providence, Rhode Island Area

May 2014 - Jul 2016

Credit Operations Intern

Rockland Trust

Greater Boston Area

Jul 2013 - May 2014

Teacher'S Assistant

Kwong Kow Chinese School

Greater Boston Area

Sep 2010 - Dec 2012

Content Marketing Intern

Idealaunch

Greater Boston Area

May 2012 - Aug 2012
Team & coworkers

Colleagues at Crestwood Advisors

Other employees you can reach at crestwoodadvisors.com. View company contacts for 66 employees →

PM Peter Malone, Cfa, Cfp® Peter Malone, Cfa, Cfp® Colleague at Crestwood Advisors Boston, Massachusetts, United States, United States View → JB Judy Burke Judy Burke Colleague at Crestwood Advisors Westport, Connecticut, United States, United States View → RT Roy Treible Roy Treible Colleague at Crestwood Advisors Boston, Massachusetts, United States, United States View → BH Brigette Houghton Brigette Houghton Colleague at Crestwood Advisors Woburn, Massachusetts, United States, United States View → AB Aaron Beltrami, Cfp® Aaron Beltrami, Cfp® Colleague at Crestwood Advisors Boston, Massachusetts, United States, United States View → JA Joe Alger, Cfa Joe Alger, Cfa Colleague at Crestwood Advisors Boston, Massachusetts, United States, United States View → AB Alexandra Blake Alexandra Blake Colleague at Crestwood Advisors Darien, Connecticut, United States, United States View → JM Jake Milne Jake Milne Colleague at Crestwood Advisors Cambridge, Massachusetts, United States, United States View → SB Susan Brewer Susan Brewer Colleague at Crestwood Advisors Darien, Connecticut, United States, United States View → RG Ryan G Kenny, Cfa, Cfp® Ryan G Kenny, Cfa, Cfp® Colleague at Crestwood Advisors Boston, Massachusetts, United States, United States View →
1 education record

Ruchi Patel education

FAQ

Frequently asked questions about Ruchi Patel

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

What company does Ruchi Patel work for?

Ruchi Patel works for Crestwood Advisors.

What is Ruchi Patel's role at Crestwood Advisors?

Ruchi Patel is listed as Director, Portfolio Accounting and Reporting at Crestwood Advisors.

What is Ruchi Patel's email address?

AeroLeads has found 1 work email signal at @crestwoodadvisors.com for Ruchi Patel at Crestwood Advisors.

Where is Ruchi Patel based?

Ruchi Patel is based in Boston, Massachusetts, United States while working with Crestwood Advisors.

What companies has Ruchi Patel worked for?

Ruchi Patel has worked for Crestwood Advisors, Signet Investment Advisory Group, Rockland Trust, Kwong Kow Chinese School, and Idealaunch.

Who are Ruchi Patel's colleagues at Crestwood Advisors?

Ruchi Patel's colleagues at Crestwood Advisors include Peter Malone, Cfa, Cfp®, Judy Burke, Roy Treible, Brigette Houghton, and Aaron Beltrami, Cfp®.

How can I contact Ruchi Patel?

You can use AeroLeads to view verified contact signals for Ruchi Patel at Crestwood Advisors, including work email, phone, and LinkedIn data when available.

What schools did Ruchi Patel attend?

Ruchi Patel holds Bsba from Suffolk University.

What skills is Ruchi Patel known for?

Ruchi Patel is listed with skills including Microsoft Word, Bloomberg Terminal, Powerpoint, Keyword Research, Marketing, Microsoft Excel, Client Services, and Salesforce.Com.

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