Akash Patel

Financial Services Professional helping clients with custom-tailored solutions for personal or business financial needs

Role
Registered Representative at New York Life
Location
Windsor, NJ, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Akash Patel

I offer a variety of products that can help you meet a number of insurance and financial…

Experience

  1. Registered Representative

    New York Life

    Apr 2024 — Present

Education

  • UNC Charlotte Belk College of Business

    Bachelors, International Business

    2001 — 2005

  • UNC Charlotte Belk College of Business

    Bachelors, Finance

    2001 — 2005

  • University of Phoenix

    MBA, Business Administration

    2009 — 2010

Skills

  • Business Process Improvement
  • Business Intelligence
  • Consulting
  • Process Improvement
  • Program Management
  • Business Analysis
  • Management
  • Sharepoint
  • Sdlc
  • Requirements Analysis
  • Project Management
  • Visio
  • Crm
  • Pmp
  • Leadership
  • Vendor Management
  • Software Development Life Cycle (Sdlc)
  • Business Process

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Akash Patel — Registered Representative at New York Life in Windsor, NJ, US | Unifers