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Sandhya Patel Email & Phone Number
Senior Onboarding and Support Manager
at
GreenHill Investment Reporting
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✓ Verified May 2026
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Profile completeness 86%
Current company
Role
Senior Onboarding and Support Manager
Location
Ashburn, Virginia, United States
Company size
Who is Sandhya Patel? Overview
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Quick answer
Sandhya Patel is listed as Senior Onboarding and Support Manager at GreenHill Investment Reporting, a company with 28 employees, based in Ashburn, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Sandhya Patel.
Sandhya Patel previously worked as Senior Onboarding & Support Manager at Greenhill Investment Reporting and Senior Technical Sales Manager at Ghg Holdings, Inc. Dba Greenhill. Sandhya Patel holds Master Of Business Administration - Mba, Finance, General from University Of Pittsburgh Katz Graduate School Of Business.
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Email format at GreenHill Investment Reporting
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GreenHill Investment Reporting
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Profile bio
About Sandhya Patel
I have over 25 years of experience in the wealth management industry providing investment performance measurement solutions to clients. I am dedicated to transforming challenges into opportunities and seek solutions to ensure customer success.
Current workplace
Sandhya Patel's current company
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Greenhill Investment Reporting
6 roles
Sandhya Patel work experience
A career timeline built from the work history available for this profile.
Senior Onboarding & Support Manager
Current- Surpass SLA requirements while onboarding majority of new clients including migration of investment performance measurement data from legacy systems.
- Advocate for clients and provide “white-glove” support, training and education for client personnel ranging from C-suite level to support staff.
- Optimized review process and resolution of discrepancies with legacy data, increasing efficiencies and reducing manual efforts of data migration by over 75%.
- Coordinate with executives and other internal stakeholders to address the needs of a prospective client from the beginning of the sales process through onboarding.
- Convey relevant insight for storyboarding client journey mapping to optimize client experience and strengthen client relationships.
- Partner with trust accounting vendors, outsourcing service providers, consultants and other third parties on behalf of clients.
Jul 2020 - Present
Senior Technical Sales Manager
- Lead product presentations and demos for prospective and current clients.
- Mentor and assist Client Services Group with conversions and special projects.
- Ensure continuing operational quality by documenting bugs and enhancement requests and assist development staff with user acceptance testing.
Oct 2002 - Jul 2020
Senior Client Services & Product Support Manager
- Co-managed client services staff of 10 technical account managers who handle client data and provide product support.
- Identified business requirements and managed new client implementations. including document preparation, configuration, and historical data conversions.
- Established exceptional client relationships by identifying solutions for client requests while maintaining a positive attitude.
Dec 2000 - Oct 2002
Senior Technical Account Manager
- Collaborated with new clients and internal staff to ensure proper configuration and installation of propriety investment performance measurement software.
- Assisted with new client implementations including configuration of data mapping and historical data conversions.
- Performed client training on software processes and functionality and provided on-going support for new and existing clients.
Dec 1999 - Dec 2000
Technical Account Manager
- Processed and reconciled data from various trust accounting systems.
- Prepared investment performance measurement reports detailing portfolio performance, asset allocation and growth, attribution analysis and risk statistics.
- Provided clients with support, researching inquiries in a timely manner.
Aug 1997 - Dec 1999
Team & coworkers
Colleagues at GreenHill Investment Reporting
Other employees you can reach at ghill.com. View company contacts for 28 employees →
LS
Lisa Silber
Colleague at Greenhill Investment Reporting
Germantown, Maryland, United States, United States
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BM
Bill Mcfadden
Colleague at Greenhill Investment Reporting
Greater Tampa Bay Area, United States
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JV
James Vidas
Colleague at Greenhill Investment Reporting
Montgomery Village, Maryland, United States, United States
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LW
Lisa Warren
Colleague at Greenhill Investment Reporting
Washington DC-Baltimore Area, United States
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JC
Jack Curran
Colleague at Greenhill Investment Reporting
West Dennis, Massachusetts, United States, United States
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MM
Martin Mills
Colleague at Greenhill Investment Reporting
Washington DC-Baltimore Area, United States
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JW
Jim Warren
Colleague at Greenhill Investment Reporting
Olney, Maryland, United States, United States
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CP
Cheryl Perry, Cpa, Mba
Colleague at Greenhill Investment Reporting
Gaithersburg, Maryland, United States, United States
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TC
Tracy Carter
Colleague at Greenhill Investment Reporting
Gettysburg, Pennsylvania, United States, United States
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RT
Roxanne Troiano
Colleague at Greenhill Investment Reporting
Malvern, Pennsylvania, United States, United States
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Lisa Silber
Colleague at Greenhill Investment Reporting
Germantown, Maryland, United States, United States
View →
BM
Bill Mcfadden
Colleague at Greenhill Investment Reporting
Greater Tampa Bay Area, United States
View →
JV
James Vidas
Colleague at Greenhill Investment Reporting
Montgomery Village, Maryland, United States, United States
View →
LW
Lisa Warren
Colleague at Greenhill Investment Reporting
Washington DC-Baltimore Area, United States
View →
JC
Jack Curran
Colleague at Greenhill Investment Reporting
West Dennis, Massachusetts, United States, United States
View →
MM
Martin Mills
Colleague at Greenhill Investment Reporting
Washington DC-Baltimore Area, United States
View →
JW
Jim Warren
Colleague at Greenhill Investment Reporting
Olney, Maryland, United States, United States
View →
CP
Cheryl Perry, Cpa, Mba
Colleague at Greenhill Investment Reporting
Gaithersburg, Maryland, United States, United States
View →
TC
Tracy Carter
Colleague at Greenhill Investment Reporting
Gettysburg, Pennsylvania, United States, United States
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RT
Roxanne Troiano
Colleague at Greenhill Investment Reporting
Malvern, Pennsylvania, United States, United States
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2 education records
Sandhya Patel education
Master Of Business Administration - Mba, Finance, General
Bachelor Of Science - Bs, Finance & Economics
FAQ
Frequently asked questions about Sandhya Patel
Quick answers generated from the profile data available on this page.
What company does Sandhya Patel work for?
Sandhya Patel works for GreenHill Investment Reporting.
What is Sandhya Patel's role at GreenHill Investment Reporting?
Sandhya Patel is listed as Senior Onboarding and Support Manager at GreenHill Investment Reporting.
Where is Sandhya Patel based?
Sandhya Patel is based in Ashburn, Virginia, United States while working with GreenHill Investment Reporting.
What companies has Sandhya Patel worked for?
Sandhya Patel has worked for Greenhill Investment Reporting and Ghg Holdings, Inc. Dba Greenhill.
Who are Sandhya Patel's colleagues at GreenHill Investment Reporting?
Sandhya Patel's colleagues at GreenHill Investment Reporting include Lisa Silber, Bill Mcfadden, James Vidas, Lisa Warren, and Jack Curran.
How can I contact Sandhya Patel?
You can use AeroLeads to view verified contact signals for Sandhya Patel at GreenHill Investment Reporting, including work email, phone, and LinkedIn data when available.
What schools did Sandhya Patel attend?
Sandhya Patel holds Master Of Business Administration - Mba, Finance, General from University Of Pittsburgh Katz Graduate School Of Business.
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