Ruchi Patel Email and Phone Number
Ruchi Patel work email
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Ruchi Patel personal email
Ruchi Patel phone numbers
As a wealth advisor, I aim to create a trusted space where clients can turn their aspirations into actionable strategies for success.
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Client AdvisorBernstein Private Wealth Management Oct 2022 - PresentNew York, New York, Us
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Senior Managing AssociateBernstein Private Wealth Management Aug 2021 - Sep 2022New York, New York, Us
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Senior AssociateBernstein Private Wealth Management Feb 2021 - Aug 2021New York, New York, Us
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AssociateBernstein Private Wealth Management Apr 2019 - Feb 2021New York, New York, Us
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Specialist - Participant Services & AdministrationCharles Schwab Mar 2017 - Jun 2017Westlake, Texas, Us -
Associate - Participant Services & AdministrationCharles Schwab Jun 2015 - Mar 2017Westlake, Texas, Us-Educated 50+ 401k plan participants a day on retirement savings and investment goals and the basics of investing with tools for financial readiness, such as budget planners, portfolio builders, and mutual fund research.-Converted an average of $150k assets per month through consultative selling processes.-Researched and resolved 20+ individual retirement account issues per week with cross-functional teams-Increased team productivity by about 10% through a new initiative to increase workflow efficiency through a team building competition.-Recruited new representatives and provided ongoing feedback.
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Guest Services/ Team LeaderSuper 8 Jul 2010 - Jul 2014Us-Forecasted future occupancy rates by modeling pricing scenarios-Assisted with bookkeeping and cash management tasks-Managed 7+ housekeeping, guest services, and maintenance staff -Worked with team members to create a positive work environment through weekly meetings and conflict resolution tactics
Ruchi Patel Skills
Ruchi Patel Education Details
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The University Of Texas At AustinGeneral -
Acton School Of BusinessEntrepreneurship/Entrepreneurial Studies
Frequently Asked Questions about Ruchi Patel
What company does Ruchi Patel work for?
Ruchi Patel works for Bernstein Private Wealth Management
What is Ruchi Patel's role at the current company?
Ruchi Patel's current role is Client Advisor at Bernstein Private Wealth Management.
What is Ruchi Patel's email address?
Ruchi Patel's email address is ru****@****ein.com
What is Ruchi Patel's direct phone number?
Ruchi Patel's direct phone number is (800) 435*****
What schools did Ruchi Patel attend?
Ruchi Patel attended The University Of Texas At Austin, Acton School Of Business.
What skills is Ruchi Patel known for?
Ruchi Patel has skills like Leadership, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Interpersonal Communication, Public Speaking, Team Leadership, Customer Service, Creative Writing.
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