Alisha Patel is a Relationship Manager at TritonPoint Wealth, known for building client relationships and delivering customized financial solutions. She is a graduate of the University of Maryland College Park with a degree in finance and business management.

Before moving into wealth management, Alisha worked in customer success, gaining skills in client engagement and problem-solving. This background helps her understand clients’ unique needs and provide top-notch service, ensuring their financial goals are achieved with care.

As a Relationship Manager at TritonPoint Wealth, Alisha’s role involves crafting personalized financial plans, conducting portfolio reviews, and offering strategic investment advice to help clients navigate their financial journeys successfully.

Alisha was born and raised in New Jersey. Outside of work, Alisha enjoys golfing, reading, traveling, and spending time with family.