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Sandhya Patel Email
Senior Onboarding & Support Manager . GreenHill Investment Reporting
Germantown, MD
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GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner. GreenHill collaborates with each client to develop efficient, tailored and cost-effective solutions that strengthens client communication. We leverage our extensive investment consulting experience to deliver personalized investment analysis, reporting and monitoring services designed to keep pace with the changing needs of the industry. Today, we service a breadth of clientele with close to 100 Institutional Clients that range from Banks to Law Firms to Non-Profit Organizations. In addition, we partner with a number of industry leading providers in the wealth management industry to integrate the collection of accounting data within our performance reporting platform, aggregating data from multiple sources for consolidated report integration. The commitment to creating a differentiated experience for our customers is driven by our commitment to doing the same for our employees who exemplify the highest level of client care across the various services we provide. GreenHill’s attention to the details gives you confidence that your investment reporting is reliable, timely and client focused where we provide each client the optimal tools for their diverse investment reporting and analysis needs. We understand that building and maintaining strong relationships is key to our mutual ongoing success! Learn more at www.ghill.com!GreenHill Investment Reporting Address
9841 Washingtonian BlvdGermantown, MD