Parth Patel is currently the Director of Client Services at SEI, starting in December 2023. Prior experience includes various roles at WealthForge from November 2015 to December 2023, including Director of Client Delivery, Operations Manager, Manager of Compliance, Principal of Investor Services, Senior Analyst, and Analyst. Parth also worked as a Teller/Customer Service Representative at Village Bank & Village Bank Mortgage Corporation in mid-2015, where responsibilities included compliance training, auditing, and customer service. Earlier in the career, Parth served as a Tutor at Virginia Commonwealth University from January 2014 to May 2015, focusing on Management, Accounting, and Economics. Parth holds a Bachelor's degree in Business with a concentration in Finance and a Certificate in Product Innovation from Virginia Commonwealth University, both obtained in 2015.
This person is not in any teams
This person is not in any offices