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 Consultants who are registered representatives of Lincoln Financial Advisors Corp., a broker/ dealer (Member SIPC), and a registered investment advisor.Lighthouse Planning Consultants is a marketing name for registered representatives of Lincoln Financial Advisors Corp.CRN-5870332-080923

•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.