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Bansari Patel is an experienced investment analyst currently working at Conrad Siegel since March 2021, where the firm focuses on customized retirement, healthcare benefit, and investment consulting for businesses and individuals. Prior experience includes a role as a financial services representative at Northwest Bank from March 2020 to March 2021, and as a financial services professional at uFinancial Group from November 2015 to March 2018. Bansari Patel holds a Bachelor of Business Administration (BBA) degree from Washington & Jefferson College, earned between 2011 and 2015.