Timir C. Patel

Financial Services Professional Summary Goal-focused financial services professional with demonstrated track record in wealth management, portfolio management, business analysis, and market trends. Superior problem solving and communication skills to develop strong professional relationships with internal and external teams. Proven background in achieving exceptional results and outperforming expectations. A satisfied client is the biggest success and to accomplish that as a professional, Have to be Hungry to learn, have Market awareness, have thorough Analytical Skills, have profound Communication Skills, and responsive Customer Service. Was able to fulfill and achieve all this due to an extensive experience and training from previous job at New York Life Insurance Company. This process has helped sustain and retain 98% plus of clients. Was part of developing a successful seminar series along with 3 other independent Financial Series Professionals which not only helped in practice but it helped clients to break down their concerns in small objectives to fulfill their respective financial goals.