Nilesh Patel
Financial Advisor at WestPoint Financial Group, a MassMutual firm
- Role
- Financial Advisor Partner at WestPoint Financial Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor Partner
Jan 2015 — Present · Chicago, IL, US
Education
Vallabh ashram
Highschool
DePaul University
Actuary Science
Skills
- Investment Strategies
- 401k
- Series 7
- Retirement Planning
- Securities
- Estate Planning
- Management
- Team Building
- Sales Management
- Retirement
- Life Insurance
- Fixed Annuities
- Sales
- Pensions
- Disability Insurance
- Recruiting
- Recruitment/Retention
- Wealth
- Wealth Management
- Financial Services
- Mutual Funds
- Asset Allocation
- Team Management
- Long-Term Care
- Business Planning
- Retirement Plan Consulting
- Retirement Income Strategies
- Insurance
- Leadership
- Wealth Preservation Strategies
- Investments
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Personal Finance
- Sales Recruitment
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