Kapil Patel

Kapil Patel serves as the IT Operations Manager at Corient, where expertise in wealth management operations is applied since September 2018. Prior experience includes a role as Sr. Portfolio Administrator at Radnor Financial Advisors, LLC from May 2011 to November 2018, focusing on report preparation and financial transactions. Earlier, Kapil gained experience as an Audio Visual Specialist at Temple University, supporting events and maintaining technical equipment, and as Head Consultant, assisting a large faculty and student base with IT-related issues. Kapil holds a Bachelor of Business Administration with dual majors in Accounting and Finance and a minor in Management Information Systems from the Fox School of Business at Temple University.