Darshana Patel Email & Phone Number
Vice President @ Merrill Lynch
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Darshana Patel Location
- New York, NY, US
Darshana Patel Work
- Vice President @ (May 2022 - Present)
- Vice President, Investment Advisory Specialist @ (July 2017 - May 2022)
- Financial Solutions Advisor @ (November 2015 - July 2017)
- Registered Representative @ (April 2015 - November 2015)
- Financial Representative Intern @ (May 2013 - May 2014)
Darshana Patel Education
- Rutgers University-New Brunswick
Finance
2010-2014
Darshana Patel Skills
- Attention to Detail
- Communication
- Presentation Skills
- Sustainability
- Esg
- SMA
- Insurance
- Microsoft Word
- Relationship Building
- Organization Skills
- Customer Satisfaction
- Teamwork
- Leadership
- Product Management
- Defined Contribution
- Institutional retirement
- Project Management
- Product Development
- Series 7
- Retirement Planning
- Financial Services
- Life Insurance
- Microsoft Office
- Premium Financing
- Microsoft Excel
- Finance
- Investments
- Mutual Funds
- Investment Strategies
- Investment Sales
- Financial Planning
- Wealth Management
- ETFs
- Disability Insurance
- Certified Financial Planner
- Sales
- Investment Advisory Services
- Estate Planning
- Alternative Investments
- Financial Advisory
- Asset Allocation
- Separately Managed Accounts
- Microsoft PowerPoint
- Salesforce.com
- Asset Management
- Financial Markets
- Investment Management
- Fixed-Income Investing
- Equities
- Investment Portfolios
Darshana Patel Summary
- Darshana Patel, based in New York, NY, US, is currently a Vice President at Merrill Lynch. Darshana Patel brings experience from previous roles at Merrill Lynch, Wealth Planning Advisory Group and Guardian Life. Darshana Patel holds a 2010 - 2014 Finance @ Rutgers University-New Brunswick. With a robust skill set that includes Attention to Detail, Communication, Presentation Skills, Sustainability, Esg and more. Darshana Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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