Financial Advisor
Oct 2022 - Apr 2024
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Kashish Patel Email & Phone Number
Financial Advisor | Director of Expansion | UTD
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Role
Financial Advisor | Director of Expansion | UTD
Location
Euless, Texas, United States
Who is Kashish Patel? Overview
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Kashish Patel is listed as Financial Advisor | Director of Expansion | UTD based in Euless, Texas, United States. AeroLeads shows a matched LinkedIn profile for Kashish Patel.
Kashish Patel previously worked as Financial Advisor at Aegon and Director of Expansion at World Financial Group (Wfg). Kashish Patel holds Bachelor'S Degree, Finance And Financial Management Services from Naveen Jindal School Of Management, Ut Dallas.
Profile bio
About Kashish Patel
Investor| Financial Planner | Wealth Management91% of North Americans fail financially simply due to thelack of education!As part of a growing team of Financial Advisors, we bring toyou the knowledge that 85% of financial institutions holdback. Our easy-to-understand, everyday language is the keyto providing you with the best ability to make your futurefinancial decisions.Kashish specializes in advising families andentrepreneurs to work smarter by making your money workfor you. His goal is to guide you into understanding thebasics of investing to save and grow your money, incomeand asset protection, wealth planning, and many otherfinancial accounts/strategies in the simplest terms.Kashish goes above and beyond to comprehend everyaspect of his clients' personal and professional lives. Usinghis carefully designed techniques, he can formulate the bestpossible strategy for his clients'needs, further pursuing ourmission of providing all families with a better chance ofbecoming financially secure and independent.
4 roles
Kashish Patel work experience
A career timeline built from the work history available for this profile.
Director Of Expansion
Help people reach their financial goals and provide ambitious individuals a path to financial freedom.
Oct 2022 - Apr 2024
Real Estate Intern
Participated in the evaluation of a live Real Estate deal in Dallas, Tx and presented an investment memo to real estate professionals from Brookfield & KIMCO.Received 60+ hours of training on real estate fundamentals, property valuation, deal financing, financial. modeling & market research.Worked with professionals at Invesco to build a 5 year cash flow on investment and structured breakdown on loan deal with cost breakdown for Value add and renovations to property.
Sep 2023 - Nov 2023
Revenue Operations Analyst
Solana Stone & Cabinets Supplier
Design, maintain, and refine reports, dashboards, and data visualizations for key performance indicators, aiding decision-making processes across GTM operationsAnalyze sales, marketing, and customer success performance, collaborating with leadership to identify improvement opportunities
Feb 2022 - Sep 2023
1 education record
Kashish Patel education
FAQ
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What is Kashish Patel's role at their current company?
Kashish Patel is listed as Financial Advisor | Director of Expansion | UTD.
Where is Kashish Patel based?
Kashish Patel is based in Euless, Texas, United States.
What companies has Kashish Patel worked for?
Kashish Patel has worked for Aegon, World Financial Group (Wfg), Project Destined, and Solana Stone & Cabinets Supplier.
How can I contact Kashish Patel?
You can use AeroLeads to view verified contact signals for Kashish Patel, including work email, phone, and LinkedIn data when available.
What schools did Kashish Patel attend?
Kashish Patel holds Bachelor'S Degree, Finance And Financial Management Services from Naveen Jindal School Of Management, Ut Dallas.
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