Roshni Patel

Roshni Patel has a diverse work experience in the financial industry. Roshni is currently working at Eastern Bank as a Vice President- Financial Planning Officer since February 2023. Prior to this, they were an Assistant Vice President- Financial Planning Officer at the same company from August 2021 to February 2023.

Before joining Eastern Bank, Roshni worked at MassMutual as a Financial Planning Analyst from December 2018 to August 2021. Roshni'sresponsibilities included collaborating with over 300 advisors, creating financial plans using various software tools, and providing ongoing support to advisors.

Roshni also has experience working at Northwestern Mutual, where they served as a Director of Client Services from September 2016 to December 2018. Prior to that, they worked as a Sales Execution Team & FR Assistant from June 2015 to August 2016.

Overall, Roshni has demonstrated their expertise in financial planning and has held various roles within prestigious organizations in the industry.

Roshni Patel obtained their high school diploma from Agawam High School between 2011 and 2015. Following this, they pursued their higher education at Suffolk University - Sawyer Business School from 2015 to 2019, majoring in Business/Managerial Economics & Finance and earning a Bachelor of Science in Business Administration (BSBA) degree.