Ruchi S. PatelDirector, Operations

Ruchi is the Director of Operations and is responsible for managing the Operations team at Crestwood.  She has a deep knowledge of our internal systems including our portfolio management system, CRM, and of our policies and procedures.

In 2016, Ruchi joined Crestwood as an Operations Specialist.  Prior to joining our team, she was a Client Service Associate at a boutique wealth management firm in Providence, RI.

Ruchi graduated from Suffolk University with a BA in Finance and currently resides in North Attleboro, MA with her family.

The Operations team primary goal is to support and improve services for our clients and the firm. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting.  In addition, they assist a variety of Crestwood teams in areas such as compliance and SOX testing, data mining and reporting, resolving inconsistencies in data and investigating account issues.  The Operations team works closely with our Custodians to ensure superior service for our clients and the Crestwood team.

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