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Puja Patel Email & Phone Number
VP, Operations and Business Development Life and Wealth Management Services
at
NFP Canada
1 work email found
@nfp.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
VP, Operations and Business Development Life and Wealth Management Services
Location
Canada, Canada, Canada
Company size
Who is Puja Patel? Overview
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Quick answer
Puja Patel is listed as VP, Operations and Business Development Life and Wealth Management Services at NFP Canada, a company with 520 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at nfp.com and a matched LinkedIn profile for Puja Patel.
Puja Patel previously worked as VP, Operations & Business Development Life & Wealth Management Services at Nfp Canada and Senior Manager, Life & Wealth Management at Nfp Canada Corp.. Puja Patel holds Master Of Science - Ms, Psychology from University Of Phoenix.
Company email context
Email format at NFP Canada
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{first}.{last}@nfp.com
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AeroLeads found 1 current-domain work email signal for Puja Patel. Compare company email patterns before reaching out.
Profile bio
About Puja Patel
Puja Patel is a VP, Operations and Business Development Life and Wealth Management Services at NFP Canada. She is proficient in Spanish and Hindi.
Current workplace
Puja Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Nfp Canada
10 roles
Puja Patel work experience
A career timeline built from the work history available for this profile.
Vp, Operations & Business Development Life & Wealth Management Services
Current
Apr 2015 - Present
Senior Manager, Life & Wealth Management
Current- Executive Assistance to the Chief Executive Strategy Officer
- Code consolidating advisors under the NFP Canada MGA.
- Development strategy and product creation to drive focus of the business.
- Continuing education and program training for life advisors and staff.
- Handing escalated issues, customer service for internal and external clientele.
Nov 2019 - Present
Vp, Operations & Business Development
Current
Apr 2015 - Present
Senior Manager, Md Solutions
- Manage and measure the performance of the team, setting goals and objective.
- Managing the performance of the business, ensuring we reached target quota.
- Coach, mentor and develop staff.
Mar 2017 - Nov 2019
New Business Manager. Md Solutions
- Manage and measure the performance of the team, setting goals and objective.
- Oversee the day to day business operations.
- Coach, mentor and develop staff.
Dec 2015 - Mar 2017
Case Coordinator, Md Solutions
- Review Applications for accuracy and submit to respective insurance carriers.
- Ordered Medical Requirements.
- Communicate with clients and financial advisors on status of applications.
Apr 2015 - Dec 2015
New Business Data Entry Admin
- Data Entry AS400/Lifesuite (Applications re: Life Insurances, Medicals, Family History, Financial History)
- Ordered Medical Requirements and Inspection Reports
- Reviewed/Scrubbed all documents to make sure they were in good order.
Sep 2012 - Sep 2014
Remittance Processor Specialist
- Processing Check all Payments for public and private clientele.
- Audit all information (optimal character recognition).
- Operated and Trained employees on iTrans Machine / Indexing cheque data.Part-Time employment during University.
Sep 2010 - Sep 2012
Operational Clerk
- Processing Check Payments for the Government (ex. FEMA).
- Data Entry in AS400 – Client and Bank Information.
- Operated an OPEX Machine / Indexing cheque data.Part-Time employment during University.
May 2007 - Sep 2010
2 education records
Puja Patel education
Master Of Science - Ms, Psychology
Bachelor Of Science (Bs), Psychology
FAQ
Frequently asked questions about Puja Patel
Quick answers generated from the profile data available on this page.
What company does Puja Patel work for?
Puja Patel works for NFP Canada.
What is Puja Patel's role at NFP Canada?
Puja Patel is listed as VP, Operations and Business Development Life and Wealth Management Services at NFP Canada.
What is Puja Patel's email address?
AeroLeads has found 1 work email signal at @nfp.com for Puja Patel at NFP Canada.
Where is Puja Patel based?
Puja Patel is based in Canada, Canada, Canada while working with NFP Canada.
What companies has Puja Patel worked for?
Puja Patel has worked for Nfp Canada, Nfp Canada Corp., Foresters, J.P. Morgan, and Wells Fargo.
How can I contact Puja Patel?
You can use AeroLeads to view verified contact signals for Puja Patel at NFP Canada, including work email, phone, and LinkedIn data when available.
What schools did Puja Patel attend?
Puja Patel holds Master Of Science - Ms, Psychology from University Of Phoenix.
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