Puja Patel
About Puja Patel
Puja Patel is an Operations Analyst at SEI in Oaks, Pennsylvania, specializing in financial planning and insurance protection.
Current Role at SEI
Puja Patel is currently an Operations Analyst at SEI, located in Oaks, Pennsylvania, United States. She began her tenure with the company in March 2020. In her role, Puja collaborates with a team of professionals to assist clients in achieving their financial objectives. Her responsibilities include providing operational support and analysis to ensure the efficiency and effectiveness of her team's efforts.
Previous Experience at MassMutual
Before joining SEI, Puja Patel worked as a Financial Services Professional at MassMutual Greater Philadelphia. Her stint at MassMutual lasted for five months, from 2019 to 2020. While at MassMutual, Puja provided valuable guidance to clients, helping them prepare for significant life events such as retirement and college. She also specialized in offering various insurance products, including life, disability income, and long-term care insurance.
Educational Background
Puja Patel attended Temple University, where she studied Financial Planning and Services. She earned her Bachelor of Business Administration (BBA) degree after four years of study, from 2015 to 2019. This educational background provided her with a strong foundation in financial planning, equipping her with the knowledge and skills necessary for her professional roles.