B. Patel Email & Phone Number
Financial Services Professional @ NYLIFE Securities LLC
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B. Patel Location
- Lakeland, FL, US
B. Patel Work
- 2012 -now Financial Services Professional @
- 2012 -now Licensed Agent @
- 2002 -2012 Licensed Assistant Branch Manager @
B. Patel Education
- London South Bank University
Higher National Diploma (Building Management)
B. Patel Skills
- Estate Planning
- Investments
- Retirement Planning
- Insurance
- Retirement
- Licensed Life Insurance Agent
- Annuity Sales
- Asset Protection
- 401k Rollovers
- Gifting Strategies
- Key Person Protection
- Multi-generational Planning
- Multi-generational wealth transfer
- Multitasking Skills
- Protection Planning/family Security
- Small Business
- Succession Planning
- Thought Leadership
- Wealth Preservation Planning
- Retail Banking
- Branch Management
- Branch Banking
- Time Management
- Legacies
- Licensed in Long-Term Care Insurance
- Communication
- Project Management
- Licensed Life Insurance
- Protection
- Licensed in Long Term Care Insurance
- Services
- See 11+see Less
- Multi Generational
- Multi Generational Planning
- Wealth Preservation
- Licensed in Long Term
- Training
- Banking
- Long Term Care Insurance
- Leadership
- Multi Generational Wealth Transfer
- Microsoft Office
- Microsoft Word
B. Patel Summary
- B. Patel, based in Lakeland, FL, US, is currently a Financial Services Professional at NYLIFE Securities LLC. B. Patel brings experience from previous roles at New York Life Insurance Company and SunTrust. B. Patel holds a Higher National Diploma in Building Management @ London South Bank University. With a robust skill set that includes Estate Planning, Investments, Retirement Planning, Insurance, Retirement and more. B. Patel has 2 emails and 1 mobile phone numbers on RocketReach.
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