Natasha Minesh Patel

Employer firm

Sei Investments Management Corp CRD 105146

$216B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 02/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2018 → 01/2020
  Trinity Property Consultants (The Icon Apartments)
  St. Louis, MO
• 05/2016 → 05/2017
  Hcr (Health Care Reforms)
  Vadodara
• 02/2020 → 09/2020
  Unemployed
  Malvern, PA
• 06/2017 → 08/2018
  Saint Louis University
  St. Louis, MO
• 05/2021 → Present
  Sei Investments
  Oaks, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-10

Other Names

• Natasha Patel