Shivani Patel

Ms. Patel handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, updates accounts, and schedules meetings. She earned the Series 65 Securities License, Accredited Wealth Management Advisor (AWMA), and Financial Paraplanner Qualified Professional (FPQP) designations. Prior to joining DeDora Capital, she worked as an investment management paralegal at Morgan, Lewis & Bockius LLP, and a mergers & acquisitions analyst at the investment banking firm Strategic Exit Advisors. Prior to that, she founded the Financial Literacy Workshop Series at Drexel University.