Poonam Patel Email & Phone Number
First Vice President @ Alliant Insurance Services
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Poonam Patel Location
- Lake Forest, CA, US
Poonam Patel Work
- First Vice President @ (March 2026 - Present)
- Vice President, Operations and Finance @ (April 2024 - March 2026)
- Assistant Vice President, Manager, Divisional FP and A @ (October 2021 - April 2024)
- Manager, Divisional FP and A @ (March 2020 - October 2021)
- Divisional Financial Analyst Lead @ (February 2018 - March 2020)
- Account Manager @ (July 2016 - February 2018)
- Senior Associate - Health Industries Advisory @ (June 2015 - June 2016)
- Lead Benefits Analyst @ (April 2014 - April 2015)
- Benefits Analyst and Benefits Coordinator @ (June 2010 - March 2014)
- Assistant to Financial Planning @ (November 2009 - June 2010)
- Intern @ (September 2009 - November 2009)
Poonam Patel Education
- USC Marshall School of Business
Master of Business Administration - MBA
2013-2016 - University of San Diego
Business Administration (Business Administration)
2006-2010
Poonam Patel Skills
- Access
- Customer Service
- Employee Benefits
- Fast Learner
- German
- Health Insurance
- Healthcare
- Insurance
- Leadership
- Management
- Marketing
- Microsoft Access
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Negotiation
- Outlook
- PowerPoint
- Project Management
- Sales
- Time Management
- Windows
- Strategy
- Public Speaking
- Strategic Planning
Poonam Patel Summary
- Poonam Patel, based in Lake Forest, CA, US, is currently a First Vice President at Alliant Insurance Services. Poonam Patel brings experience from previous roles at Alliant Insurance Services. Poonam Patel holds a 2013 - 2016 Master of Business Administration - MBA @ USC Marshall School of Business. With a robust skill set that includes Access, Customer Service, Employee Benefits, Fast Learner, German and more. Poonam Patel has 2 emails and 1 mobile phone numbers on RocketReach.
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