Pratik Patel
Vero Beach,FL
Summary
Graduate in Finance with background focused in Equity, Statistics, Supply Chain and Logistics. Strong quantitative and professional experience as a business analyst and consultant. Proven sales ability to achieve corporate and individual objectives. Excellent interpersonal skills to strengthen client relationships.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Wells Fargo Bank N.A
Sebastian, FL
10.2018 - Current
- Series 6, 63 and FL Life Insurance & Annuity.
- Profound skills of resolving complex financial needs of customers by analyzing client data and banking patterns.
- Conferred excellent client experience while growing business through acquiring, building, and deepening consumer and business relationships.
- Collaborate with team of partners and establish cadence of conversations to support clients during life events to ensure they stay on pace to achieve their financial goals.
- Consistently exhibited high level of accountability and operational risk management adhering to regulatory and compliance guidelines.
- Worked with clients to address and respond to client and partnership management issues
- Approached prospective clients through proactive outreach strategy.
Personal Banker
Wells Fargo Bank, NA
Sebastian, FL
11.2014 - 09.2018
- Promoted financial products and services by maintaining excellent service offering knowledge.
- Conducted detailed financial reviews for business and consumer clients to recommend appropriate products and services tailored to fit clients needs.
Manager of Operations
Vero Hospitality, INC
Vero Beach, FL
03.2009 - 04.2013
- Oversaw initial development of business sales strategy.
- Directly managed staff of 15 to implement and refine sales process.
- Derived sales growth of 15 to 20 % on annual basis.
- Led improvement initiatives to advance operational efficiencies and increase revenue
- Advanced productivity KPIs to achieve key business goals and objectives
Education
MBA - Corporate Finance, Equity Analysis.
CHAPMAN UNIVERSITY
12.2011
Bachelor of Commerce - International Finance.
THE MAHARAJA SAYAJIRAO UNIVERSITY of BARODA
05.2006
Skills
- Partnership Management
- Financial Due Diligence
- Regulatory Requirements
- Articulate Communication
- Regulatory Requirements
- Financial Advising
- Relationship building and management
- Planning and Coordination
Timeline
Relationship Banker
Wells Fargo Bank N.A
10.2018 - Current
Personal Banker
Wells Fargo Bank, NA
11.2014 - 09.2018
Manager of Operations
Vero Hospitality, INC
03.2009 - 04.2013
MBA - Corporate Finance, Equity Analysis.
CHAPMAN UNIVERSITY
Bachelor of Commerce - International Finance.
THE MAHARAJA SAYAJIRAO UNIVERSITY of BARODA
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