B. R. Patel Email & Phone Number

: Address: 3000 Bayport Drive, Suite 1100, Tampa, Fl 33607

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

: Address: 3000 Bayport Drive, Suite 1100, Tampa, Fl 33607

I am an Agent licensed to sell insurance through New York Life Insurance Company. And may be licensed with various other independent unaffiliated insurance companies in the states of Florida, California, Delaware, District of Columbia, Georgia, Illinois, Indiana, Maryland, New Jersey, Pennsylvania, Virginia and West Virginia. No insurance business may be conducted outside these states referenced. California Insurance License # 0I02227.

: Address: 4828 South Florida Avenue, South Lakeland Office, Lakeland, Fl 33813

Provided direction and leadership to branch teammates with emphasis on superior client service skills, achieving sales goals, and teamwork. Provided operations oversight; ensures compliance with policies and procedures. Supervised branch teammates to include conducting performance reviews, selection, and participating in performance counseling. Awarded the SunTrust Bank's Edge Leader / Edge Master Award for achieving Sales Performances Goals in each quarters several times, which was awarded to the Top 10% producers in the company.Recipient of the Caption's Club Award by the SunTrust Investments Services for providing the outstanding client solutions.Also Licensed Assistant Branch Manager holding additional responsibility for sales of insurance and investment products. Licensed Assistant Branch Manager holding insurance licenses (Life, Health and/or Variable) and FINRA Series 6 registrations; and maintained appropriate continuing education requirements as required for retaining licensing and FINRA registration. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct.