For over nine years Rooshi Patel has been working in different jobs. Recently, the professional worked as a Planning Associate in Truewealth Management developing different skills. Rooshi graduated from University of Georgia - Terry College of Business in 2019 where the professional received all the knowledge. This expert can speak two languages: English and Spanish. You can find this expert in Statham, Georgia, where he is located nowadays. SoftwareOfficial has all the data you need to be in touch with Rooshi Patel, such as Rooshi Patel's phone or email. Feel free to send us the request to get additional data.
Name variants:
Rooshi Patel
Last updated Jun 16, 2024
Contact Information
Workplace
Colleagues
Work History
Planning Associate
3630 Peachtree Rd northeast SUITE 300, Atlanta, GA 30341
Assist financial planners and wealth advisors with the preparation of all client deliverables such as financial plans, personal financial statements, performance reports, estate planning su...
from Jun 2018
Community Assistant
110 Wild Basin Rd SUITE 365, Austin, TX 78746
Provide quality customer service to residents, guarantors, prospects and the University.
Understand needs and expectations of residents and exceed them.
Be knowledgeable about property, c...
Mar 2017 — Sep 2017
Wealth Management Intern
3475 Lenox Rd northeast, Atlanta, GA 30326
Completed two-week work rotations through the company’s four main departments: Research, Client Service Operations, Relationship Management, and Reporting & Office Administration
Conducted...
Jun 2017 — Aug 2017
Investment Intern
1834 Wake Forest Rd, Winston Salem, NC 27109
Provided Managing Directors with qualitative research and statistical analysis reports in Microsoft Excel which included due diligence, market research, and financial analysis
Evaluated ma...
Jun 2016 — Aug 2016
Education
2014 — 2018
2016 — 2016
1999 — 2014
2010 — 2014
Occupations
Analyst
Supporting Member
Executive
Executive Compensation
Chief Administrative Officer
Custodian
Accountant
Finance and Accounting Specialist
Engineer
Customer Service
Sales Specialist
Client Service Officer
Analysts
Team Member
Chief Executive
Custodial Worker
Cleaners
Accounting Bookkeeper
Bookkeeper
Skills
Teamwork
Leadership
Communication
Marketing
Spanish
FAQs about Rooshi Patel
What's the profession of Rooshi Patel?
This professional's job is Analyst
What are the main profession of This expert?
These person's professions are Analyst
Where is Rooshi Patel located?
Rooshi Patel is currently located in Statham, Georgia.
What is the expert's email?
Rooshi's email is ro**@skaps.com.
Where did Rooshi Patel work?
Rooshi Patel worked at Truewealth Management, Campus Advantage.
Where has Rooshi Patel studied?
Rooshi studied at the University of Georgia - Terry College of Business from 2018 to 2019.
What languages does Rooshi Patel speak?
Rooshi Patel speaks English and Spanish.
Are there any industries, that Rooshi Patel works in?
Rooshi works in Financial Services industry.