Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

TULSI PATEL

East Meadow,NY

Summary

Analytical and client-focused finance professional with hands-on experience in financial services, account management, and data analysis. Strong skills in financial modeling, Excel, valuation, and CRM platforms such as Salesforce and Cerner. Proven ability to support clients with tailored financial solutions and contribute to operational success in fast-paced environments. Strong foundational knowledge of stock markets, investment strategies, and portfolio management principles.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Account Associate

New York Life Insurance Company
04.2023 - Current
  • Assisted clients with selecting financial products such as life insurance, annuities, and investment solutions.
  • Collaborated with advisors and underwriters to prepare customized Insurances for clients.
  • Prepared client documentation and ensured compliance with internal policies and industry regulations.
  • Maintained CRM records using Salesforce; monitored follow-ups, renewals, and account activity.
  • Supported internal reporting and analysis of account metrics for business reviews.

Tier-2 CSR

Majorel Canada, Inc.
04.2022 - 01.2023
  • Provided order support to CSR agents via phone and email; addressed critical queries and escalations.
  • Completed sales based on client needs, offered product recommendations and ensured process adherence.
  • Recognized escalation scenarios and followed structured resolution pathways.

Medical Administrative Assistant

Grand River Hospital
11.2021 - 03.2022
  • Managed multi-line phone system, scheduled meetings, and maintained records using Cerner Software.
  • Organized office operations and supported document preparation for presentations and reports.
  • Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
  • Collaborated with healthcare professionals to maintain high-quality care across departments.

Marketing Research Intern

Anand Milk Union Limited
03.2018 - 08.2018
  • Performed market research, data compilation, and produced timely performance reports.
  • Supported data organization and digital reporting using spreadsheets.
  • Researched competitor trends and interpreted findings to report conclusions to supervisors.
  • Tracked key performance indicators to measure success of campaigns.
  • Created customized marketing materials to increase product awareness.

Education

Postgraduate Certificate - Marketing Management

Seneca College
Toronto, ON
01.2021

Bachelor of Business Administration - undefined

CHARUSAT University
Anand, India
01.2019

Skills

  • Financial Modeling & Valuation
  • Advanced Microsoft Excel
  • SPSS for Data Analysis
  • Salesforce CRM
  • Cerner EMR System
  • Client Account Management
  • Investment & Insurance Products Knowledge
  • Stock Market Fundamentals
  • Graphic Design
  • SEO/SEM
  • Portfolio Management

Certification

  • Mimic Pro Digital Marketing Analytics (2021–Present)
  • Google Digital Garage (2021–Present)
  • Cerner Training Certificate (2022–Present)
  • Introduction to Excel (2021–Present)

Timeline

Account Associate

New York Life Insurance Company
04.2023 - Current

Tier-2 CSR

Majorel Canada, Inc.
04.2022 - 01.2023

Medical Administrative Assistant

Grand River Hospital
11.2021 - 03.2022

Marketing Research Intern

Anand Milk Union Limited
03.2018 - 08.2018

Bachelor of Business Administration - undefined

CHARUSAT University

Postgraduate Certificate - Marketing Management

Seneca College

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