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Ravi D. Patel

1000 followers

Greater Chicago Area

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Timeline
About me
Taking any opportunity to create value for clients & customers in Hospitality.
Education
- Santa Clara University Leavey School of Business
  2009 - 2013
  Bachelor of Science (B.S.) Finance, General
  Activities and Societies: Finance Association, Intandesh
Experience
- Pramukh Financial Services
  Aug 2013 - Apr 2021
  -Increased tax-free retirement income funds for clients using premium financed life insurance solidifying clients’ financial future-Met clients to solve their biggest financial hurdles thru services in the firm or external professionals: CPAs, Tax Attorneys, etc.-Created customized protection plans for primary income earners to ensure secure funding & protect their assets in various ways -Created an organized process to efficiently grow relationships and generate additional revenue in sales by 25%-Built strong relationships in a network of CPAs & tax attorneys through open communication & collaborative casework-Raised business revenue two-fold through marketing with the use of email campaigns as well as designing the company website
  - Financial Advisor Associate
    Sept 2016 - Apr 2021
  - Client Service Associate
    Aug 2013 - Sept 2016
- Northwestern Mutual
  May 2021 - Apr 2022
  Financial Advisor
  -Creating financial plans for clients– business owners & professionals-Providing financial planning solutions holistically in key areas -insurance, investment, & retirement planning
- RM Financial Group
  May 2022 - Nov 2022
  Investment Operations Associate
Licenses & Certifications
- CA Life and Health Insurance License
  California Department of Insurance
  Oct 2014