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.
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Financial AdvisorAegon Oct 2022 - Apr 2024Dallas, Texas, United States -
Director Of ExpansionWorld Financial Group (Wfg) Oct 2022 - Apr 2024Dallas, Texas, United StatesHelp people reach their financial goals and provide ambitious individuals a path to financial freedom. -
Real Estate InternProject Destined Sep 2023 - Nov 2023Dallas, Texas, United StatesParticipated 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. -
Revenue Operations AnalystSolana Stone & Cabinets Supplier Feb 2022 - Sep 2023Irving, Texas, United StatesDesign, 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
Kashish Patel Education Details
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Finance And Financial Management Services
Frequently Asked Questions about Kashish Patel
What is Kashish Patel's role at the current company?
Kashish Patel's current role is Financial Advisor | Director of Expansion | UTD.
What schools did Kashish Patel attend?
Kashish Patel attended Naveen Jindal School Of Management, Ut Dallas.
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Kashish Patel
Pm @Alexion, Astrazeneca | Marketing, Product Launch, Genai Enthusiast | Double Master'S In Management @NortheasternuniversityUnited States -
Kashish Patel
New York, Ny3bwater.com, amount.com, amount.com2 +142354XXXXX
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