Patpatia & Associates
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Patpatia & Associates, Inc., based in Berkeley, CA, specializes in delivering actionable business strategies tailored for both domestic and global financial institutions. Their research-driven approach emphasizes business reengineering and strategic execution, helping clients optimize client engagement, distribution channels, and infrastructure.
With a focus on empowering sectors such as wealth management, insurance, asset management, and venture capital, Patpatia & Associates guides organizations toward sustainable growth and improved profitability. Their comprehensive services include market expansion strategies, management execution support, and advisor compensation solutions, fostering an agile and customer-centric business environment.
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