Client Advisor
Current
Oct 2022 - Present
AeroLeads people directory · profile
Ruchi Patel Email & Phone Number
Client Advisor at Bernstein Private Wealth Management
at
Bernstein Private Wealth Management
1 work email found
@bernstein.com
1 phone found area 800
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Advisor at Bernstein Private Wealth Management
Location
San Francisco, California, United States
Who is Ruchi Patel? Overview
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Quick answer
Ruchi Patel is listed as Client Advisor at Bernstein Private Wealth Management at Bernstein Private Wealth Management, based in San Francisco, California, United States. AeroLeads shows a work email signal at bernstein.com, phone signal with area code 800, and a matched LinkedIn profile for Ruchi Patel.
Ruchi Patel previously worked as Client Advisor at Bernstein Private Wealth Management and Senior Managing Associate at Bernstein Private Wealth Management. Ruchi Patel holds Bachelor Of Science And Arts (Bsa), Biology/Biological Sciences, General from The University Of Texas At Austin.
Company email context
Email format at Bernstein Private Wealth Management
This section adds company-level context without repeating Ruchi Patel's masked contact details.
{first}.{last}@bernstein.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ruchi Patel. Compare company email patterns before reaching out.
Profile bio
About Ruchi Patel
As a wealth advisor, I aim to create a trusted space where clients can turn their aspirations into actionable strategies for success.
Listed skills include Leadership, Microsoft Office, Microsoft Word, Research, and 6 others.
Current workplace
Ruchi Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Bernstein Private Wealth Management
AeroLeads page
7 roles
Ruchi Patel work experience
A career timeline built from the work history available for this profile.
Senior Managing Associate
Aug 2021 - Sep 2022
Senior Associate
Feb 2021 - Aug 2021
Associate
Apr 2019 - Feb 2021
Specialist - Participant Services & Administration
Mar 2017 - Jun 2017
Associate - Participant Services & Administration
-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.
Jun 2015 - Mar 2017
Guest Services/ Team Leader
-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
Jul 2010 - Jul 2014
2 education records
Ruchi Patel education
Bachelor Of Science And Arts (Bsa), Biology/Biological Sciences, General
The University Of Texas At Austin
Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies
Acton School Of Business
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 Bernstein Private Wealth Management.
What is Ruchi Patel's role at Bernstein Private Wealth Management?
Ruchi Patel is listed as Client Advisor at Bernstein Private Wealth Management at Bernstein Private Wealth Management.
What is Ruchi Patel's email address?
AeroLeads has found 1 work email signal at @bernstein.com for Ruchi Patel at Bernstein Private Wealth Management.
What is Ruchi Patel's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Ruchi Patel at Bernstein Private Wealth Management.
Where is Ruchi Patel based?
Ruchi Patel is based in San Francisco, California, United States while working with Bernstein Private Wealth Management.
What companies has Ruchi Patel worked for?
Ruchi Patel has worked for Bernstein Private Wealth Management, Charles Schwab, and Super 8.
How can I contact Ruchi Patel?
You can use AeroLeads to view verified contact signals for Ruchi Patel at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Ruchi Patel attend?
Ruchi Patel holds Bachelor Of Science And Arts (Bsa), Biology/Biological Sciences, General from The University Of Texas At Austin.
What skills is Ruchi Patel known for?
Ruchi Patel is listed with skills including Leadership, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Interpersonal Communication, Public Speaking, and Team Leadership.
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