Aesha Patel joined Index Fund Advisors as a Client Service Associate in 2023. She graduated from California State University of Fullerton with a Bachelor of Arts in Business Administration with an emphasis in Finance. At CSUF, she worked on academic projects involving analysis of market volatility and presenting research on investment strategies. Aesha holds FINRA’s Securities Industry Essentials (SIE) credential and strives to provide quality service to clients and colleagues.

Earlier in her career, she worked as an administrative assistant at a private accounting firm. This experience helped her develop strong problem-solving and effective communication skills, which she applies to her role at IFA. Aesha works directly with Anne Page, Director of Client Services on IFA servicing initiatives and provides reliable support for Index Fund Advisors (IFA) clients and colleagues.