Krisna Patel

Simplify Asset Management

Louisville, CO, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Present

@Simplify Asset Management

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SKILLS

Financial Advisory401kFinancial PlannersPortfolio ManagementSeries 6Series 24Financial ModelingRisk ManagementRetirementInvestment StrategiesFinancial ServicesFixed AnnuitiesIrasInvestment AdvisoryLife InsuranceFinanceEstate Planning

ABOUT KRISNA PATEL

CFA Charterholder Investment Advisor Representative Behavioral Economics…

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