Shilpa Patel is the Operations Manager at Manhattan West, where she develops and oversees the firm’s processes as it relates to compliance, systems, and partnership integrations. With extensive experience in alternative investments and managing portfolio database systems, Ms. Patel streamlines operations and builds best practices across the various firm verticals.
Prior to joining Manhattan West, Ms. Patel worked as Portfolio Operations Lead at First Foundation Advisors where she developed best practices, anticipated operational needs, and identified opportunities to enhance business and administrative processes. Prior to that, she worked as an Operations Specialist at Purus Wealth Management. Ms. Patel began her career at Wells Fargo Advisors as a Senior Account Manager where she created and maintained diverse financial portfolios for high-net-worth clientele.
Originally from New York, Ms. Patel earned her Bachelor of Arts degree in Communication and Media Studies with a minor in Business Administration from Fordham University. She is in the process of obtaining her PMP from the PMI Institute. In her free time, she enjoys exploring California, nature, the arts, and jogging oceanside on both the west and east coasts.