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  2. Shivani Patel, FPQP®

Shivani Patel, FPQP®

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Shivani Patel
FPQP®
Client Service Admin & ParaPlanner
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. 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.
 

                  


DeDora Capital, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where DeDora Capital, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by DeDora Capital, Inc. unless a client service agreement is in place.

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