Vyoma Patel's Location
Dallas, TX, US
Vyoma Patel's Work
- CCO and Director of Operations @ Strata Wealth Advisors, LLC
- Operations Manager @ KPLL Private Wealth, Inc.
- Field Relations Associate @ Lincoln Financial Network
- Practice Manager @ Muhlendorf Shepherd Financial Group
Vyoma Patel's Education
- Virginia Commonwealth University
(Post Baccalaureate Certificate in Information Systems)
2000 - 2004 - Hampton University
Bachelor’s Degree (Biology)
1996 - 2000
Vyoma Patel's Skills
- Series 7
- Life and Health Licensed
- Process Improvement
- Project Management
- Broker Dealer Operations
- Life Insurance
- Relationship Management
- Customer Service
- Training
- Presentation Skills
Vyoma Patel's Summary
Vyoma Patel, based in Dallas, TX, US, is currently a CCO and Director of Operations at Strata Wealth Advisors, LLC, bringing experience from previous roles at KPLL Private Wealth, Inc., Lincoln Financial Advisors and Muhlendorf Shepherd Financial Group. Vyoma Patel holds a 2000 - 2004 Virginia Commonwealth University. With a robust skill set that includes Series 7, Life and Health Licensed, Process Improvement, Project Management, Broker Dealer Operations and more, Vyoma Patel contributes valuable insights to the industry. Vyoma Patel has 1 email on RocketReach.
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