Financial Services Consultant @ Preferred Insurance Company (April 2008 - August 2008)
Financial Advisor - Client Acquisition, Sales and Customer Success @ (August 2006 - March 2008)
Anu Patel Education
Woodbury University
Bachelor of Science (Business Management)
2003-2005
Anu Patel Skills
Microsoft Office
Strategic Planning
Market
New Territories
B2c
Project Planning
Mergers and Acquisitions
Reports
Studio
Veneers
Life Insurance
Data Driven Testing
Finance
Networking
Responsibility
Exceeding Sales Goals
Meetings
Strategy
Office Support
Charismatic
Yahoo
Efficient
Sales
Strategic Financial Planning
Customer Service
Addressing
Loyalty Programs
Management
Health Insurance
Corporate Events
Promoting
Event Planning
Schedules
Sales Management
Territories
Customer Satisfaction
English
Series 6
Sales Process
Databases
Insurance
Selling
Uniform Combined State Law
Project Management
Mentoring
Mathematics
Academic
Sales and Marketing
CRM
Team Oriented
Business Management
Backdrops
Financial Analysis
Financial Services
Customer Experience
Sales Operations
Product Promotion
Investment Portfolios
Financial Goals
Accountability
Communication
Fax
International
Mutual Funds
Supplemental
Retirement Planning
Malayalam
Notary Public
Client Services
Professional Licensure
B2b
Business Development
Detail Driven
Series 63
Gujarati
Science
Investments
India
Los Angeles
Microsoft Excel
Referrals
Marketing
Hub
Account Management
Hindi
Customer Acquisition
Languages
Consulting
Series 7
Leadership
Marketing Management
Customer Relationship Management Crm
Team Building
Customer Retention
Event Management
Brand Management
Public Speaking
Business Relationship Management
Brand Awareness
Client Liaison
Relationship Management
Team Leadership
Customer Outreach
Microsoft Outlook
Product Marketing
Field Marketing
Social Media
Negotiation
Customer Service Management
Time Management
Collaborative Leadership
Sales And Marketing Leadership
Strategic Negotiations
Consumer Interaction
Key Account Relationships
Marketing Operations
Social Media Marketing
Business Strategy
Territory Account Management
Marketing Strategy
Customer Relationship Management
Anu Patel Summary
Anu Patel, based in California, United States, is currently a Digital Producer at Stanford University Graduate School of Business. Anu Patel brings experience from previous roles at Start-Up, Self-employed, Hone and Micropsi Industries. Anu Patel holds a 2003 - 2005 Bachelor of Science in Business Management @ Woodbury University. With a robust skill set that includes Microsoft Office, Strategic Planning, Market, New Territories, B2c and more. Anu Patel has 3 emails and 1 mobile phone numbers on RocketReach.
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