Ohm Patel Email & Phone Number

Philadelphia, PA, US

Manhattan, New York, United States

• Analyze client interaction data from the client portal and develop an Excel formula to identify at-risk clients, enabling advisors to proactively schedule meetings.
• Generate detailed reports with client information to assist advisors in diagnosing and explaining key financial details during client meetings.
• Complete compliance forms for client accounts to ensure the automatic distribution of class action lawsuit income from investments with minimal client involvement.
• Participate in weekly team meetings, providing updates on current events and their potential impact on client accounts.
• Work on a project regarding the mass transfer of client data to a new database system, ensuring seamless and safe transition

Radnor, Pennsylvania, United States

• Utilized prospecting software like BrightScope and Judy Diamond to gather insights and provide advisors with data for targeted outreach to potential clients.
• Collaborated with internal wholesalers on a presentation for a 401k plan projected to exceed the entire annual goal for the Small Market RPS division.
• Presented biweekly to a board on random and abstract concepts, competing with other sales department interns to develop and showcase critical thinking, presentation, and skills.
• Conducted over 70 informational meetings with employees across various departments to enhance understanding of company structure and optimize team collaboration.
• Delivered a comprehensive presentation to 5 Senior Vice Presidents, 14 Vice Presidents, and other key leaders, sharing insights on sales strategies and the importance of networking.

Collingswood, New Jersey, United States

• Managed $1B+ in assets under management, conducting estate reviews and generating detailed reports using advanced portfolio analysis tools.
• Developed comprehensive financial models for clients, leveraging industry-leading platforms such as eMoney, Morningstar, and Ebix CRM to deliver customized solutions.
• Partnered with senior financial planners to provide high-quality service, exceeding client satisfaction and retention goals.
• Ensured regulatory compliance by maintaining precise client records and financial data, adhering to industry standards
• Recruited, hired, and mentored interns, facilitating a seamless onboarding experience and fostering a collaborative, high-performance team environment.Ohm Patel supports registered associates of Lighthouse Planning.

• Assembled an international team to create a Web 3 product.
• Developed one of only five NFT projects in its category to be curated by Crypto.com.
• Became a key speaker on Crypto.com once a week to talk about new and current projects to an audience of about 500 people.
• Fundraised $3000 to catalyze the project.
• Created a 2-year monthly action plan for the operations of the entire company.

• Lead Marketer for Web 3 Brand on Crypto.com reaching 10 Million in sales over a fiscal year
• Created, managed, and increased engagement of social media accounts to 17,000 followers on Twitter and 2,000 on Instagram.
• Ran campaigns that generated over $10,000 in sales over two-week periods.
• Acted as a liaison between the founding board and 5000 clients to effectively communicate the enterprise plan and incorporate subsequent feedback.
• Built relationships with influencers that have a following of up to 13 million on Instagram to promote the project.