AJ Bell
Usha Patel is a seasoned professional with diverse experience in customer service and operations management. Currently serving as the New Business Team Leader and Contributions Administrator at AJ Bell since August 2022, Usha previously held roles at Fluent Money Ltd and North Northamptonshire Council, where responsibilities included mortgage coordination and customer service advising. Usha also has experience as a Contact Tracer during the COVID-19 pandemic and has held various positions at Personalised Gifts Shop that involved operations and customer support management. Usha's career began at Enterprise Holdings as an IT Business Analyst, demonstrating a strong background in business computing following a Bachelor's Degree from Brunel University London.
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AJ Bell
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AJ Bell Plc, formerly AJ Bell Holdings Ltd, is a United Kingdom-based company that provides investment platforms. The Company's flagship platform includes AJ Bell Investcentre and AJ Bell Youinvest. It offers self-invested personal pension (SIPP), individual savings account (ISA) and general investment/dealing accounts. It offers access to a broad range of investments, including shares and other instruments traded on the stock exchanges around the world, as well as all mainstream collective investments available in the United Kingdom and a range of in-house investment solutions. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients' portfolios. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. The Company's non-platforms services include AJ Bell Platinum, AJ Bell Securities stockbroking and White label SIPP administration.