BIJAL PATEL – Investment Services Assistant



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Bijal is the newest member of the SWG team after joining us in January 2013.  Bijal’s responsibilities include assisting the advisors with investment analysis, client portfolio management, and financial planning & strategy.

Prior to joining SWG, Bijal was a personal banker with JP Morgan Chase for 4 years.  Bijal enjoyed a great deal of success and recognition during her time at JPM.  Bijal holds over 10 years of banking and financial services experience.

Bijal graduated from University of Texas at Dallas in 1999 with a bachelor’s degree in Business and a minor in Accounting.

Bijal loves to spend her time with her son, Vraj, and volunteering at her temple.

 

 

 

 



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