Purva Patel
Highland,IL
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Committed to putting the client first and improving the business to be an industry leading investment manager.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Head of Municipal Client Portfolio Managers
Nuveen
07.2018 - Current
- Implemented portfolio strategy through sector allocation, security selection and duration/yield curve management.
- Demonstrated client service skills, coordinating with sales, marketing and client service departments.
- Helped clients make informed decisions about financial future.
- Educated clients on potential risks and rewards associated with various investments.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Managed and motivated employees to be productive and engaged in work.
- Improved marketing to attract new customers and promote business.
- Trained new employees on my team and in the distribution organization
- Cross-trained existing employees to maximize team agility and performance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Helped launch new municipal strategies including alternative investments like limited partnerships and interval funds
Client Portfolio Manager, Managing Director
Nuveen
07.2007 - 07.2018
- Communicated market developments, portfolio changes and annual performance information to clients.
- Provided strategy advice to high net worth clients.
- Developed and presented proposals for new investments.
- Recommended investment strategies to meet client financial objectives.
- Traveled with sales teams to generate new business
- Presented to a wide variety of audiences; clients, conference attendees, home offices, institutional clients
- Moderated and organized large conference calls with Nuveen's head of municipals
- Created content for all marketing pieces related to municipal strategies
Advisor Consultant, Vice President
Nuveen
05.2001 - 07.2007
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Gathered, organized and input information into digital database.
- Created and maintained sales pipelines for the territory
- Responsible for business development and growth of sales for several product lines: growth equities, value equities, municipal bonds, taxable fixed income
- Worked with internal sales person to maximize new business generation
- Manged the Central CA, NV and UT territory from 2001-2004 and MI and IN from 2004-2007 covering banks, regional firms and wirehouses
- Raised over $100mill in multiple IPOs for various closed end funds
- Brought in the largest municipal separately manged account for Nuveen
Education
Bachelor of Science - Chemical Engineering
The University of Michigan College of Engineering
Ann Arbor, MI12.1996
Skills
- Strong Interpersonal Skills
- Team Communication
- Financial Analysis
- Business Acumen
- Customer Expectations Management
- Consultative Selling
- Presentation Delivery
- Critical Thinking
- Active Listening
- Creative Questioning
- Developing Presentation
- High Net Worth Individuals Marketing
Certification
CIMA - Certified Investment Management Analyst
Series 7, 24, 63, 65
Languages
Gujarati
Elementary
Timeline
Head of Municipal Client Portfolio Managers
Nuveen
07.2018 - Current
Client Portfolio Manager, Managing Director
Nuveen
07.2007 - 07.2018
Advisor Consultant, Vice President
Nuveen
05.2001 - 07.2007
Bachelor of Science - Chemical Engineering
The University of Michigan College of Engineering
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