Nitant Patel Email
Wealth Advisor @ Coast Capital Wealth Management
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Nitant Patel Location
- Vancouver, BC, CA
Nitant Patel Work
- Wealth Advisor @ (October 2024 - Present)
- Member Advice Specialist @ (November 2023 - October 2024)
- Administrative Associate @ (August 2023 - October 2023)
- Store Manager @ (March 2021 - August 2023)
Nitant Patel Education
- Fairleigh Dickinson University
Masters of Administrative Science (Business Administration, Management and Operations)
- Ahmedabad Dental College and Hospital
Bachelor of Dental Surgery (Medical)
Nitant Patel Skills
- Customer Experience
- Compassion
- Patience
- Cross-team Collaboration
- Attention to Detail
- U.S. Generally Accepted Accounting Principles (GAAP)
- International Financial Reporting Standards (IFRS)
- Financial Reporting
- Task Management
- Employee Training
- Multi-Store Operations
- Retail
- Fundraising
- Coach
- Team Building
- Financial Modeling
- Trading
- Valuation
- Portfolio Performance Analysis
- Banking Services
- Evernote
- Written Communication
- Performance Motivation
- Relationship Development
- Market Research
- Cash Management
- Business Development
- Entrepreneurship
- Communication
- Investment Sales
- Alternative Investments
- Capital Markets
- Financial Services
- Financial Analysis
- Analytical Skills
- Data Analysis
- Business Strategy
- Management
- Customer Service
- Research
- Investment Advisory
- Branding & Identity
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Leadership
- Public Speaking
- Stock Market Analysis
- English
- Investment Management
- Portfolio Management
- Retirement Savings
Nitant Patel Summary
- Nitant Patel, based in Vancouver, BC, CA, is currently a Wealth Advisor at Coast Capital Wealth Management. Nitant Patel brings experience from previous roles at Coast Capital Savings, Wellington-Altus and Pet Valu. Nitant Patel holds a Masters of Administrative Science in Business Administration, Management and Operations @ Fairleigh Dickinson University. With a robust skill set that includes Customer Experience, Compassion, Patience, Cross-team Collaboration, Attention to Detail and more. Nitant Patel has 2 emails on RocketReach.
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