Dan Patel Email & Phone Number
Registered Investment Advisor, Registered Client Service Associate @ Financial Services Company
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Dan Patel Location
- Des Plaines, IL, US
Dan Patel Work
- Registered Investment Advisor, Registered Client Service Associate @ (September 2013 - Present)
- Operations @ (August 2010 - September 2013)
- Assistant Operations Manager @ (July 1993 - January 2010)
Dan Patel Education
- Canterbury College, England
(Liberal Arts)
1983-1987 - Canterbury College
Dan Patel Skills
- Leadership
- Insurance
- Retirement Planning
- Sales
- Finance
- Financial Services
- Life Insurance
- Operations Management
- Microsoft Excel
- Marketing
- New Business Development
- Risk Management
- Training
- Disability Insurance
- Budgets
- Management
- See 5+See Less
- Health Insurance
- Recruiting
- Analysis
- Employee Benefits
Dan Patel Summary
- Dan Patel, based in Des Plaines, IL, US, is currently a Registered Investment Advisor, Registered Client Service Associate at Ameriprise Financial Services, Inc.. Dan Patel brings experience from previous roles at Prudential Financial and Metlife. Dan Patel holds a 1983 - 1987 Canterbury College, England. With a robust skill set that includes Leadership, Insurance, Retirement Planning, Sales, Finance and more. Dan Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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