Chirag M. Patel
- Role
- Senior Associate at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Chirag M. Patel
Financial-services professional with 10+ years of broker-dealer and insurance experience…
Experience
Senior Associate
Oct 2022 — Present
Generate performance, holdings, and state regulation impacts reports utilizing a variety of systems such as Wealthscape Reporting, SEC EDGAR, Crystal Reports, and SAP Reports- Lead and assist complex projects assigned by leadership, working with different departments for successful execution- Responsively handle compliance and regulatory inquiries, including SEC and FINRA examinations- Ensure accuracy and compliance in NYLSEC Control reports- Collaborate with NYLSEC leadership on Agent Advisory Council (AAC) inquiries- Improve communication and alignment between departments to achieve organizational goals- Assess account eligibility for annual and semi-annual maintenance fees- Create customized reports for various departments using advanced Excel formulas- Utilize different tools to craft compelling reports that convey key insights.
Skills
- College Planning
- Asset Allocation
- Asset Management
- Investments
- Life Insurance
- Traditional Investments
- Portfolio Management
- Strategic Financial Planning
- Mutual Funds
- Securities
- Retirement
- Variable Annuities
- Wealth Management
- Financial Analysis
- Retirement Planning
- Series 7
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