Nimesh Patel
Investment Advisor at Union Capital
- Role
- Investment Advisor at Union Capital
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nimesh Patel
Finanical Advisor who is hard working, driven and expects nothing but the best results for my clients. 401k specialist who helps clients achieve retirement. Outside of work, I love spending time with my friends and family. I love sports, music and just spending time outdoors.
Experience
Investment Advisor
Jan 2018 — Present · Austin, TX, US
Education
The University of Texas at Austin
BA, Economics
1999 — 2003
Skills
- Financial Services
- Finra
- Trading
- Financial Analysis
- Series 7
- Equities
- Financial Advisory
- Series 63
- Capital Markets
- Due Diligence
- Customer Service
- Securities
- Financial Modeling
- Risk Management
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