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@northstarfinancial.com
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3 phones found area 951
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LinkedIn matched
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Karen S Patel, Cltc is listed as Financial Consultant at North Star Resource Group, a company with 338 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at northstarfinancial.com, phone signal with area code 951, and a matched LinkedIn profile for Karen S Patel, Cltc.
Karen S Patel, Cltc previously worked as Lead Business Consultant and Educator at Colorado Small Business Development Center Network and Member Board Of Directors at Stoneridge Homeowners Association, Inc.. Karen S Patel, Cltc holds Certified Family Business Specialist from The American College.
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AeroLeads found 1 current-domain work email signal for Karen S Patel, Cltc. Compare company email patterns before reaching out.
I am dedicated to guiding self-employed professionals, closely-held corporations, and individuals who need guidance in the areas of wealth management, retirement strategies, estate strategies and exit/succession management. I have a strong sense of integrity that is displayed in my holistic and comprehensive approach in coordinating all aspects of my clients' assets.
Listed skills include Economic Development, Leadership, Budgets, Community Development, and 21 others.
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A career timeline built from the work history available for this profile.
501 S Cherry St #1102 Denver CO 80246
Karen has advocated for business owners in construction, manufacturing, professional services, and technology for several decades. Her Midwest roots in a family-owned business are the foundation of her “it’s not how much you make, but how much you keep” strategies.She focuses on relationship-based, comprehensive financial planning strategies for.
Metro North Denver
Karen brings an enormous wealth of economic and business industry experience to her clients. The understanding of day to day business challenges and opportunities serves clients well from 30+years in financial management and commercial lending. Her integrity in building relationships shines through with her personable & trustworthy demeanor.
Colorado, United States
Leadership Team to establish CO Chapter, past Co-chair Corporate Partners, Board of Directors, President
Greater Denver Area
Resource, mentor and cheerleader for small business entrepreneurs who take the risk, conquer the challenge and make an impact for their community of customers, colleagues and family
Greater Denver Area
I exhibit my community leadership responsibility to enhance the opportunities and foundation of strong small businesses.
Eastvale, CA
Appointed, volunteer position
Eastvale, CA
Appointed, volunteer position. Economic Development committee appointee
125th Historical Gala Celebration Chair
Other employees you can reach at northstarfinancial.com. View company contacts for 338 employees →
Michael Jost, Clu®
Colleague at North Star Resource GroupJunction City, Kansas, United States, United States
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MP
Matt Probst
Colleague at North Star Resource GroupGreater Minneapolis-St. Paul Area, United States
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TJ
Travis Jacobs
Colleague at North Star Resource GroupSt Paul, Minnesota, United States, United States
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MC
Mariguax Childs
Colleague at North Star Resource GroupMinneapolis, Minnesota, United States, United States
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PB
Pam Bjorklund
Colleague at North Star Resource GroupSt Paul, Minnesota, United States, United States
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RS
Rebecca Shoop
Colleague at North Star Resource GroupAustin, Texas Metropolitan Area, United States
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MR
Mariann Rutter
Colleague at North Star Resource GroupMinneapolis, Minnesota, United States, United States
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MF
Michael Foley, Cfp®, Cslp®, Cka®
Colleague at North Star Resource GroupGreater Phoenix Area, United States
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BS
Barbara Spiegelberg
Colleague at North Star Resource GroupSt Paul, Minnesota, United States, United States
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AA
Adriana Agney
Colleague at North Star Resource GroupGreater Chicago Area, United States
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Quick answers generated from the profile data available on this page.
Karen S Patel, Cltc works for North Star Resource Group.
Karen S Patel, Cltc is listed as Financial Consultant at North Star Resource Group.
AeroLeads has found 1 work email signal at @northstarfinancial.com for Karen S Patel, Cltc at North Star Resource Group.
AeroLeads has found 3 phone signal(s) with area code 951 for Karen S Patel, Cltc at North Star Resource Group.
Karen S Patel, Cltc is based in Denver, Colorado, United States while working with North Star Resource Group.
Karen S Patel, Cltc has worked for North Star Resource Group, Colorado Small Business Development Center Network, Stoneridge Homeowners Association, Inc., Lambda Alpha International, and Nawbo-National Assoc Of Women Business Owners.
Karen S Patel, Cltc's colleagues at North Star Resource Group include Michael Jost, Clu®, Matt Probst, Travis Jacobs, Mariguax Childs, and Pam Bjorklund.
You can use AeroLeads to view verified contact signals for Karen S Patel, Cltc at North Star Resource Group, including work email, phone, and LinkedIn data when available.
Karen S Patel, Cltc holds Certified Family Business Specialist from The American College.
Karen S Patel, Cltc is listed with skills including Economic Development, Leadership, Budgets, Community Development, Nonprofits, Community Outreach, Strategic Planning, and Policy.
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