Raveena Patel

Raveena Patel

Client Services Associate

Raveena joined the financial services industry as an Intern in 2022. She has worked in offices in San Diego and Orange County – learning the workflow of the industry and building her skillset to pursue her goals in finance. She joined my team in 2024 and is committed to creating a positive experience for clients.

Raveena holds a Bachelor’s degree in Business Administration (Finance), from San Diego State University. She enjoys trying new restaurants and spending time with friends and family.