Pujan Patel Email & Phone Number
Wealth Management Specialist @ Patel Family Wealth
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Pujan Patel Location
- Chicago, IL, US
Pujan Patel Work
- Wealth Management Specialist @ (January 2026 - Present)
- Financial Advisor @ (October 2024 - Present)
- Financial Services Professional @ (March 2023 - Present)
- Enterprise Account Manager @ (November 2021 - February 2023)
- Investment Analyst @ (January 2021 - November 2021)
- Financial Services Consultant @ (June 2020 - December 2020)
- Fixed Income Analyst @ (May 2019 - August 2019)
- Regulatory Compliance Intern @ (May 2018 - August 2018)
Pujan Patel Education
- Indiana University Bloomington
Bachelor of Science - BS (Finance, General)
2016-2020
Pujan Patel Skills
- Analytical Skills
- Certified Financial Planner
- Communication
- Customer Service
- Data Analysis
- Disability Insurance
- Estate Planning
- Financial Planning
- Investment Management
- Leadership
- Life Insurance
- Long Term Care Insurance
- Microsoft Excel
- Microsoft PowerPoint
- Teamwork
Pujan Patel Summary
- Pujan Patel, based in Chicago, IL, US, is currently a Wealth Management Specialist at Patel Family Wealth. Pujan Patel brings experience from previous roles at Eagle Strategies, New York Life Insurance Company, Preqin and J.P. Morgan. Pujan Patel holds a 2016 - 2020 Bachelor of Science - BS in Finance, General @ Indiana University Bloomington. With a robust skill set that includes Analytical Skills, Certified Financial Planner, Communication, Customer Service, Data Analysis and more. Pujan Patel has 2 emails and 1 mobile phone numbers on RocketReach.
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