Roshan Patel

Current Employers

Employment History

• 07/2015 → 08/2017
  Marble Slab Creamery
  Victor, NY
• 06/2016 → 01/2021
  Best Western Victor Inn & Suites
  Victor, NY
• 06/2018 → 09/2018
  Paychex Inc.
  Henrietta, NY
• 06/2019 → 08/2019
  Manning & Napier Advisors
  Fairport, NY
• 01/2020 → 12/2020
  Citigroup Inc.
  Getzville, NY
• 01/2021 → 06/2022
  Alesco Advisors Llc
  Pittsford, NY
• 07/2022 → Present
  Jordan Park Group
  New York, NY

Previous Registrations

• 2021-07-30 → 2022-09-02
  Alesco Advisors Llc
  Pittsford, NY

Other Businesses

Best Western Victor Inn and Suites; Non Investment-Related; Victor, NY; Hotel; Administrative Director; 1/2020; 1 hrs/mo; 0 hrs/mo during securities trading hours; Duties are working alongside ownership at certain times to opine on current and future projects. The role is very limited in its capacity but allows myself and ownership to collaborate and evaluate ideas.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-30