Current Position:
Senior Associate - Client Services Operations at AspiriantExperience:
11 yearsLocation:
Austin, Texas Metropolitan Area, United StatesAug 2025 - Current
Jan 2025 - Jul 2025
Sep 2023 - Jan 2025
Sep 2021 - Jun 2023
May 2020 - Aug 2021
May 2019 - Nov 2019
Aug 2014 - Jun 2018
Humber College
Name: Aspiriant
Speciality: Wealth Management, Financial Planning, Investment Management, Family Office, Estate Planning, Charitable Giving, Tax Planning, Risk Management, Concentrated Stock Wealth, Compensation Structuring, Legacy Planning, Succession Planning, Wealth Transition, Retirement Planning, Insurance Review, Foundation Management, Bill & Debt Management, Stock Options
Location: Los Angeles, CA, United States
Employees: 200-500
Description: We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a v...
What is Rajan Patel's minimum period of employment in the companies?
Rajan Patel's minimum period of employment in various companies is 6 months.What is Rajan Patel's average duration of employment for different companies?
On average, Rajan Patel works for one company for 1 year 6 monthsWhat industries has Rajan Patel worked in?
Rajan Patel works in the Financial Services. Previously, Rajan Patel worked in the Retail, and Telecommunications.What positions has Rajan Patel held before?
Previously, Rajan Patel worked as a Associate Personal Banker, and Universal Banker & Teller, and Store Operations Manager & Customer Service Representative, and Retail Sales Associate, and Barista.How do I contact Rajan Patel?
Rajan Patel's email address is p*****r@aspiriant.com, phone number is +1-***-***-2024. Sign up to get contact details.Who is the President/CEO/Director of the Aspiriant?
The President/CEO/Director of the Aspiriant is Cliff LohFind email for 850M+ professionals