Krisna Patel
- Role
- Simplify Asset Management
- Location
- Louisville, CO, US
- LinkedIn followers
- 500 followers
About Krisna Patel
CFA Charterholder Investment Advisor Representative Behavioral Economics…
Experience
Present
Skills
- Financial Advisory
- 401k
- Financial Planners
- Portfolio Management
- Series 6
- Series 24
- Financial Modeling
- Risk Management
- Retirement
- Investment Strategies
- Financial Services
- Fixed Annuities
- Iras
- Investment Advisory
- Life Insurance
- Finance
- Estate Planning
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