Shrey Patel

Shrey Patel is currently a Wealth Management Intern at CG Financial Services, where responsibilities include participating in client service meetings, preparing for meetings, creating client deliverables, and maintaining communication with clients and advisors. Prior to this role, Shrey served as Site Director at Court One Athletic Clubs, managing schedules for players and facilitating issue resolution. Shrey began professional experience as a Food Service Worker at Subway, handling cash registers and ensuring customer satisfaction. Shrey is pursuing a Bachelor of Business Administration in Finance at Western Michigan University, expected to graduate in May 2025, following a high school diploma from Okemos High School.