Nisu Patel
Financial Advisor I Guiding Professionals to Financial Security I Mentor to Next-Generation Advisors I Entrepreneur
- Role
- Financial Advisor Growth & Development Director at Northwestern Mutual
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nisu Patel
As a first-generation American and child of immigrants, I learned the lesson of hard work…
Experience
Financial Advisor Growth & Development Director
Jan 2021 — Present
Education
Samford University
Finance
The American College of Financial Services
Retirement Income Certified Professional (RICP®)
Skills
- Permanent Life Insurance
- Budgeting
- Microsoft Office
- Sales
- Whole Life Insurance
- Customer Service
- Long Term Care Insurance
- Financial Risk Management
- Wealth Accumulation
- Event Planning
- Strategic Planning
- Public Speaking
- Social Media
- Financial Planning
- Microsoft Word
- Microsoft Powerpoint
- Financial Risk
- Invoicing
- Time Management
- Budget Management
- Holistic Financial Planning
- Disability Insurance
- Teamwork
- Risk Management
- Microsoft Excel
- Powerpoint
- Office Management
- Life Insurance
- Term Life Insurance
- Wealth Preservation Planning
- Wealth Management
- Research
- Social Networking
- Leadership
- Spreadsheets
- Financial Analysis
- Management
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.