Nipa Patel Email & Phone Number
Sr. Director, Famliy Office Services @ Northwestern Mutual
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Nipa Patel Location
- Chicago, IL, US
Nipa Patel Work
- 2024 -now Sr. Director, Famliy Office Services @
- 2023 -2023 Advisor Platform Adoption @
- 2022 -now Board Member @
- 2020 -2025 Founding Member @
- 2019 -2025 EO Chicago Member @
- 2022 -2023 Chief Operating Officer, EOS Integrator @
- 2021 -2022 Business Growth and Technology Consultant @ Financial Planning
- 2021 -2021 Sr. Program Manager @
- 2017 -2021 Founder, VP Cyber Security Compliance and Audit, SaaS Product Owner @
- 2013 -2017 Founder, VP Client Success Director, Information Security GRC and Audit @
- 2005 -2012 Founder, SVP, Professional Services, Cyber Security Governance and Compliance @
- 2021 -2021 FPA Externship @
- 2018 -2020 Cyber Security Board Advisor @
Nipa Patel Education
- Kansas State University
Certification in Financial Therapy (Certification in Financial Therapy, Financial Planning and Services)
2020-2021 - Financial Planning Association
(FPA Externship 2021)
2021-2021 - DePaul Driehaus College of Business
MBA (MBA, Operations Management)
2005-2006 - University of Illinois at Chicago
Bachelors in Computer Science (Bachelors in Computer Science, Computer Science)
Nipa Patel Skills
- Financial Advisory
- Financial Services
- Sales Leadership
- Growth Strategies
- Consultative Selling
- Exceeding Quotas
- Business-to-Business (B2B)
- Client Implementations
- IT Strategy
- Business Analysis
- SDLC
- Business Intelligence
- Project Portfolio Management
- Change Management
- Program Management
- Project Management
- Integration
- IT Service Management
- Software Project Management
- MS Project
- Requirements Gathering
- Vendor Management
- ITIL
- Visio
- Requirements Analysis
- IT Audit
- PMP
- Identity & Access Management (IAM)
- Strategy
- Security Audits
- Operations Management
- EOS
- Management Consulting
- Entrepreneurship
- Stakeholder Management
- Strategic Project Management
- Organizational Change Management
- Contract Negotiation
- Leadership Development
- Talent Strategy
- Information Technology
- Technology
- Portfolio Management
- Governance
- Security
- Services
Nipa Patel Summary
- Nipa Patel, based in Chicago, IL, US, is currently a Sr. Director, Famliy Office Services at Northwestern Mutual. Nipa Patel brings experience from previous roles at Northwestern Mutual, Financial Therapy Association, Unreasonable Collective and Entrepreneurs' Organization. Nipa Patel holds a 2020 - 2021 Certification in Financial Therapy in Certification in Financial Therapy, Financial Planning and Services @ Kansas State University. With a robust skill set that includes Financial Advisory, Financial Services, Sales Leadership, Growth Strategies, Consultative Selling and more. Nipa Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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