Neal Patel
Helping Business Owners Reduce Taxes & Protect Wealth | Private Wealth Advisor
- Role
- Partner, Private Wealth Advisor at Mrm - Cpas And Wealth Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Partner, Private Wealth Advisor
Mrm - Cpas And Wealth Advisors
Jun 2025 — Present · Frisco, TX, US
Education
University of Houston-Clear Lake
MBA/MHA
2011 — 2013
Texas A&M University
Economics
2006 — 2009
University of Houston-Clear Lake
BS Healthcare Administration
2009 — 2011
Yale School of Management
Certified Private Wealth Advisor
2023 — 2026
Skills
- Healthcare Consulting
- Managed Care
- Hospitals
- Clinical Research
- Ehr
- Epic Systems
- Emr
- Project Management
- Hipaa
- Revenue Cycle
- Healthcare Management
- Informatics
- Physician Relations
- Microsoft Excel
- Healthcare Information Technology
- Healthcare
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.