Maya Patel Location
Los Angeles, CA, US
Maya Patel Work
- 2024 - now Vice President @ HREC Investment Advisors
- 2024 - now Vice President Brokerage @ HREC Investment Advisors
- 2023 - now Commercial Insurance Broker @ COMMERICAL INSURANCE SERVICE, INC.
- 2021 - 2024 Real Estate Associate @ NewGen Advisory
- 2017 - 2021 Independent Consultant @ PHD
- 2002 - 2020 Owner and Operator @ MULTIPLE BRANDS LIMITED
- 2000 - 2002 Certified Financial Planner @ American Express Financial Advisors
- 1998 - 2000 Executive Administrative Assistant to the CEO @ Property I.D. Corporation Natural Hazard Disclosure Reports
Maya Patel Education
- California State University-Dominguez Hills
Master's degree (Finance, Marketing and Minor in Law.)
1999 - 2000 - University of Southern California
Undergrad (Business: Finance and Marketing.)
1995 - 1998
Maya Patel Skills
- Certified Financial Planner
- Asset Managment
- Investments
- FINRA
- Series 63
- Retirement Planning
- Portfolio Management
- Finance
- Fixed Annuities
- Brokerage
Maya Patel Summary
Maya Patel, based in Los Angeles, CA, US, is currently a Vice President at HREC Investment Advisors. Maya Patel brings experience from previous roles at HREC Investment Advisors, COMMERICAL INSURANCE SERVICE, INC., NewGen Advisory and PHD. Maya Patel holds a 1999 - 2000 Master's degree in Finance, Marketing and Minor in Law. @ California State University-Dominguez Hills. With a robust skill set that includes Certified Financial Planner, Asset Managment, Investments, FINRA, Series 63 and more. Maya Patel has 3 emails and 1 mobile phone numbers on RocketReach.
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Top HREC Investment Advisors Employees
-
Monty Levy
Managing Director at HREC Investment Advisors
Atlanta, GA, US24 -
Scott Kaniewski
Managing Director at HREC Investment Advisors
Chicago, IL, US24 -
Niven Patel
Senior Vice President at HREC Investment Advisors
Florida, United States23 -
33
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25+
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Josh Smith
Senior Vice President at HREC Investment Advisors
Las Vegas, NV, US23 -
Adam Lallani
Vice President at HREC Investment Advisors
Houston, TX, US23 -
Dan Miller
Senior Vice President at HREC Investment Advisors
Dallas, TX, US25+ -
Jon Grantham
Senior Vice President at HREC Investment Advisors
Phoenix, AZ, US25 -
35+
-
Mike Dube
Senior Vice President at HREC Investment Advisors
Littleton, CO, US25+ -
Chris Stein
Senior Vice President at HREC Investment Advisors
Littleton, CO, US35+ -
Ted Anka
VP at HREC Investment Advisors
Delray Beach, FL, US15+
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