Roshni Patel
Vice President at Eastern Bank Wealth Management | CFP® Candidate | Boston, Massachusetts, United States
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Roshni Patel’s Emails r.****@ea****.com
Roshni Patel’s Phone Numbers +1617897****
Social Media
Roshni Patel’s Location Boston, Massachusetts, United States
Roshni Patel’s Expertise Vice President at Eastern Bank Wealth Management | CFP® Candidate
Roshni Patel’s Current Industry Eastern Bank
Roshni
Patel’s Prior Industry
Northwestern Mutual
|
MassMutual
|
Eastern Bank
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Work Experience
Eastern Bank
Vice President
2023-02-01 — Present
Eastern Bank
Assistant Vice President- Financial Planning Officer
2021-08-01 — 2023-02-01
MassMutual
Financial Planning Analyst
2018-12-01 — 2021-08-01
Northwestern Mutual
Director Of Client Services
2016-09-01 — 2018-12-01
Northwestern Mutual
Sales Execution Team & FR Assistant
2015-06-01 — 2016-08-01Skills
Languages
Roshni Patel Email Addresses
Roshni Patel Phone Number
FAQ About Roshni Patel
-
Roshni Patel is located at
Boston, Massachusetts, United States -
Roshni Patel is a
Vice President at Eastern Bank Wealth Management | CFP® Candidate Eastern Bank -
Roshni Patel currently works in the
Eastern Bank -
Roshni Patel specializes in
Vice President at Eastern Bank Wealth Management | CFP® Candidate -
Roshni Patel speaks the following languages:
English -
Roshni Patel has prior experience in the following industries:
Eastern Bank , MassMutual , Northwestern Mutual , Northwestern Mutual -
Roshni Patel has the following professional experience:
Eastern Bank , Eastern Bank , MassMutual , Northwestern Mutual , Northwestern Mutual . -
You can view Roshni Patel’s
LinkedIn profile at LinkedIn URL. -
Roshni Patel’s work email addresses are
[email protected] . -
Roshni Patel works at
Eastern Bank
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