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Vaishali Patel Knox

Manager of Client Services at Assette

Vaishali Patel Knox has been working in the financial services industry since 1999. Vaishali Patel began their career at Fidelity Investments as a Business Analyst Consultant, where they managed client relationships and collaborated with key members of investments staff in London. Vaishali Patel also proactively identified and pursued enhancements to the internal attribution system. In 2016, they moved to John Hancock Investments as a Data Manager. Currently, they are the Manager of Client Services at Assette.

Vaishali Patel Knox attended Clark University from 1990 to 1994 and obtained a Bachelor of Arts in Economics and Business Administration. Vaishali Patel then returned to Clark University from 1997 to 1999 and earned a Master of Business Administration with a focus in Management Information Systems.

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Assette

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Assette allows investment firms to instantly create custom investment content for every step of the client journey.


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