Role listed
Unboxed Advisory
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Shivam Patel Email & Phone Number
Advisor Experience Consultant | FinTech Innovator | Specialist in Practice Management & Investment Technology | Proven Leader in Streamlining Financial Operations
at
UNBOXED ADVISORY
2 work emails found
@seic.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisor Experience Consultant | FinTech Innovator | Specialist in Practice Management & Investment Technology | Proven Leader in Streamlining Financial Operations
Location
Greater Philadelphia, United States
Who is Shivam Patel? Overview
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Quick answer
Shivam Patel is listed as Advisor Experience Consultant | FinTech Innovator | Specialist in Practice Management & Investment Technology | Proven Leader in Streamlining Financial Operations at UNBOXED ADVISORY, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at seic.com and a matched LinkedIn profile for Shivam Patel.
Shivam Patel previously worked as Advisor Experience at Tru Independence and Trading & Technology Specialist at Riversedge Advisors, Llc. Shivam Patel holds Bachelor’S Degree, Finance, General from Fox School Of Business At Temple University.
Company email context
Email format at UNBOXED ADVISORY
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{first_initial}{last}@seic.com
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AeroLeads found 2 current-domain work email signals for Shivam Patel. Compare company email patterns before reaching out.
Profile bio
About Shivam Patel
With a track record of optimizing financial operations and enhancing advisor experiences, I specialize in bridging the gap between technology and investment management. My journey through the financial services industry has equipped me with a comprehensive skill set, ranging from seamless on-boarding and transition management to sophisticated investment model creation and practice automation.I’m passionate about leveraging technology to simplify complex processes and drive better outcomes for financial advisors and their clients. Whether it’s developing new systems, optimizing existing workflows, or troubleshooting technical issues, I thrive on creating solutions that foster growth and efficiency.Let’s connect if you’re interested in discussing advancements in financial technology, practice management strategies, or potential collaboration opportunities!
Listed skills include Telecommunications, Sales, Customer Service, Customer Satisfaction, and 16 others.
Current workplace
Shivam Patel's current company
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9 roles
Shivam Patel work experience
A career timeline built from the work history available for this profile.
Advisor Experience
Current
May 2023 - Present
Trading & Technology Specialist
• Established and maintained all Integrations - Research and vet out the latest fintech to use within Firm (i.e.: Orion, Eclipse, Pontera, eMoney, Riskalyze, Redtail, RIA in a Box, FIX Flyer, Precise FP, BluePay, ByAllAccounts, DST Vision, Box). Setup and manage custodial integrations (Schwab, TD AmeriTrade, Ascensus, SEI). • Executed all daily trades for clients per business need (Tax Loss Harvesting, Client Allocation Rebalancing, New Client Onboarding, Old Client Offboarding and Basic Client Needs). Established Investment Model Allocation rules and logic within Orion’s advanced Trading software (Eclipse). Calculated and resolved all trade errors to make clients whole.• Maintained up to date ADV, and 13F reporting information for the SEC. Performed weekly audits to ensure no break in processes.• Maintained segregated client households. Ensured all systems and software are integrated for a customized client experience.• Collaborated with advisors on establishing new workflows and processes to streamline and/or automate all processes.• Created and maintained custom reports (performance, billing, and general business needs). Troubleshot and resolve all performance reporting issues.• Established and maintained fee schedules, pulled all advisory fees and reconcile for advisor compensation. Audited all Investment Advisory Agreements to ensure firm is compliant
Oct 2018 - Nov 2022
Specialist
Jan 2018 - Oct 2018
Select Advisor Liaison
• Worked with advisors in the Select Advisor Network, consisting of firms with at least 50 million dollars in AUM at SEI. • Acted as an operational liaison and key point of contact for 11 select firms with a total of 1.2 billion dollars in AUM at SEI within the Midwest, Southwest and Northeast regions, providing active daily support and advice on ways to better use SEI products to grow their business. • Provides operational training on using SEI Business Builder, Performance Station Browser, Wealth Platform Advisor Desktop, and best practices for using SEI products. • Actively worked with regional sales teams to solve operational issues for clients within the Select Advisor Network. • Provided informative knowledge and training on Separately Managed Accounts to clients and internal employees.
Sep 2016 - Dec 2017
Preferred Advisor Consultant
• Responsible for providing account and operational management to clients within the Advisor Network through extensive daily support and interaction. • Worked with the market unit sales staff and SEI Private Trust Company to coordinate client investment activities. • Educated clients and assisted them in implementing the best possible practices to more effectively use Middle Office products and services to meet their business needs. • Identified advisor related processing issues to ensure accurate completion of requests and provide value added servicing.
Feb 2016 - Aug 2016
Document Management Consultant
Dec 2015 - Feb 2016
Retail Sales Consultant
Nov 2009 - Feb 2016
Sales Associate
Sep 2007 - Nov 2009
2 education records
Shivam Patel education
Bachelor’S Degree, Finance, General
Fox School Of Business At Temple University
Associate’S Degree, Business Administration And Management, General
Montgomery County Community College
FAQ
Frequently asked questions about Shivam Patel
Quick answers generated from the profile data available on this page.
What company does Shivam Patel work for?
Shivam Patel works for UNBOXED ADVISORY.
What is Shivam Patel's role at UNBOXED ADVISORY?
Shivam Patel is listed as Advisor Experience Consultant | FinTech Innovator | Specialist in Practice Management & Investment Technology | Proven Leader in Streamlining Financial Operations at UNBOXED ADVISORY.
What is Shivam Patel's email address?
AeroLeads has found 2 work email signals at @seic.com for Shivam Patel at UNBOXED ADVISORY.
Where is Shivam Patel based?
Shivam Patel is based in Greater Philadelphia, United States while working with UNBOXED ADVISORY.
What companies has Shivam Patel worked for?
Shivam Patel has worked for Unboxed Advisory, Tru Independence, Riversedge Advisors, Llc, Sei, and At&T.
How can I contact Shivam Patel?
You can use AeroLeads to view verified contact signals for Shivam Patel at UNBOXED ADVISORY, including work email, phone, and LinkedIn data when available.
What schools did Shivam Patel attend?
Shivam Patel holds Bachelor’S Degree, Finance, General from Fox School Of Business At Temple University.
What skills is Shivam Patel known for?
Shivam Patel is listed with skills including Telecommunications, Sales, Customer Service, Customer Satisfaction, Customer Experience, Direct Sales, Wireless, and Solution Selling.
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