Ashima Patel

Ashima Patel is an experienced professional currently serving as an Associate Operations Supervisor and Associate Transition Specialist at Atria Wealth Solutions since February 2024. Previously, Ashima worked at NEXT Financial Group as a Transition Specialist, collaborating with Business Development and Recruiters to align transition goals with advisor objectives while managing the re-registration process. Additional experience includes roles as an Accounting Assistant at Karya Property Management and Compliance Officer at Kroll Bond Rating Agency, Inc., where responsibilities included monthly reconciliations and compliance reporting. Ashima's career also includes a tenure as an Associate Principle Examiner at the Financial Industry Regulatory Authority. Ashima holds a degree from Queens College, earned between 1996 and 2000.