AeroLeads people directory · profile
Vyoma Patel Email & Phone Number
CCO and Director of Operations
at
Strata Wealth Advisors, LLC
1 work email found
@stratawealth.com
1 phone found area 214
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CCO and Director of Operations
Location
Dallas, Texas, United States
Company size
Who is Vyoma Patel? Overview
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Quick answer
Vyoma Patel is listed as CCO and Director of Operations at Strata Wealth Advisors, LLC, a company with 16 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at stratawealth.com, phone signal with area code 214, and a matched LinkedIn profile for Vyoma Patel.
Vyoma Patel previously worked as CCO & Director of Operations at Strata Wealth Advisors, Llc and Operations Manager at Kpll Private Wealth, Inc.. Vyoma Patel holds Post Baccalaureate Certificate In Information Systems from Virginia Commonwealth University.
Company email context
Email format at Strata Wealth Advisors, LLC
This section adds company-level context without repeating Vyoma Patel's masked contact details.
{first_initial}{last}@stratawealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Vyoma Patel. Compare company email patterns before reaching out.
Profile bio
About Vyoma Patel
Vyoma Patel is Chief Compliance Officer and Director of Operations for Strata Wealth Advisors, LLC. She is responsible for compliance and operational oversight of the firm, while managing the onboarding and transition process of new advisors, clients, and team members.
Listed skills include Series 7, Life And Health Licensed, Process Improvement, Project Management, and 12 others.
Current workplace
Vyoma Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Strata Wealth Advisors, Llc
5 roles
Vyoma Patel work experience
A career timeline built from the work history available for this profile.
Cco & Director Of Operations
CurrentManages firm's operations and business systems, evaluates efficiency and effectiveness, and implements compliance policies, procedures, and training programs to maintain highest ethical and regulatory standards. Manages the day-to-day operations by identifying, tracking and resolving operational issues. Establishes goals, oversees activities, and ensures a.
Apr 2017 - Present
Operations Manager
Project manager for research, creation, and deployment of SEC Registered Investment Advisory firm with a successful transition. Managed many other projects, staff, advisors, and overall operations including billing, payroll, company health benefits, 401K, and business insurance while reducing costs. Improved and managed back office processes and increased.
Sep 2015 - Apr 2017
Field Relations Associate
Implemented ways to improve operational efficiency, training, and recruiting techniques. Prepare Uniform Transaction Blotter and maintain books and records requirements. Assisted Registered Principals with audits ensuring FINRA and SEC compliance guidelines are satisfied. Managed transition and onboarding of new planners/staff utilizing internal and.
May 2014 - Jul 2015
Practice Manager
Muhlendorf Shepherd Financial Group
Led team of 4-5 members and managed overall operations to increase revenue by $800,000. Developed and implemented systems and processes to manage and improve operations.Coordinated and managed all administrative/back end support of the practice: client service, 401K and retirement plans, insurance business, investments, develop marketing plans, and events..
Nov 2009 - May 2014
Team & coworkers
Colleagues at Strata Wealth Advisors, LLC
Other employees you can reach at stratawealth.com. View company contacts for 16 employees →
CP
Chris Patureau
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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EM
Ed Meziere Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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DP
Diego Patino
Colleague at Strata Wealth Advisors, LlcDallas-Fort Worth Metroplex, United States
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LC
Laurie Clark
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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GK
Glenda Kemple, Cpa, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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JB
Jodi Barse
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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BP
Benjamin P.
Colleague at Strata Wealth Advisors, LlcSunnyvale, Texas, United States, United States
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DB
Daniel Becker, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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BC
Brandon Cumba, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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Chris Patureau
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
EM
Ed Meziere Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
DP
Diego Patino
Colleague at Strata Wealth Advisors, LlcDallas-Fort Worth Metroplex, United States
View →
LC
Laurie Clark
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
GK
Glenda Kemple, Cpa, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
JB
Jodi Barse
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
BP
Benjamin P.
Colleague at Strata Wealth Advisors, LlcSunnyvale, Texas, United States, United States
View →
DB
Daniel Becker, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
BC
Brandon Cumba, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
2 education records
Vyoma Patel education
Post Baccalaureate Certificate In Information Systems
Bachelor’S Degree, Biology
FAQ
Frequently asked questions about Vyoma Patel
Quick answers generated from the profile data available on this page.
What company does Vyoma Patel work for?
Vyoma Patel works for Strata Wealth Advisors, LLC.
What is Vyoma Patel's role at Strata Wealth Advisors, LLC?
Vyoma Patel is listed as CCO and Director of Operations at Strata Wealth Advisors, LLC.
What is Vyoma Patel's email address?
AeroLeads has found 1 work email signal at @stratawealth.com for Vyoma Patel at Strata Wealth Advisors, LLC.
What is Vyoma Patel's phone number?
AeroLeads has found 1 phone signal(s) with area code 214 for Vyoma Patel at Strata Wealth Advisors, LLC.
Where is Vyoma Patel based?
Vyoma Patel is based in Dallas, Texas, United States while working with Strata Wealth Advisors, LLC.
What companies has Vyoma Patel worked for?
Vyoma Patel has worked for Strata Wealth Advisors, Llc, Kpll Private Wealth, Inc., Lincoln Financial Advisors, and Muhlendorf Shepherd Financial Group.
Who are Vyoma Patel's colleagues at Strata Wealth Advisors, LLC?
Vyoma Patel's colleagues at Strata Wealth Advisors, LLC include Chris Patureau, Ed Meziere Cfp®, Diego Patino, Laurie Clark, and Glenda Kemple, Cpa, Cfp®.
How can I contact Vyoma Patel?
You can use AeroLeads to view verified contact signals for Vyoma Patel at Strata Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Vyoma Patel attend?
Vyoma Patel holds Post Baccalaureate Certificate In Information Systems from Virginia Commonwealth University.
What skills is Vyoma Patel known for?
Vyoma Patel is listed with skills including Series 7, Life And Health Licensed, Process Improvement, Project Management, Broker Dealer Operations, Life Insurance, Relationship Management, and Customer Service.
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