Tushar Patel in

Tushar Patel

Login to view DISC.
Financial Services Professional at NYLIFE Securities LLC
📍 Waltham, Massachusetts, United States

Tushar is an award-winning Financial Services Professional with New York Life, focusing on insurance and financial strategies for families and business owners. A former entrepreneur himself, he leverages his Doctor of Business Administration to guide clients. He was a Top 25 Qualifier for the prestigious Cornerstone Challenge in 2019.

Drawing from his past as a business owner, Tushar is passionate about helping people avoid financial hardship after unexpected life events. He strives to ensure his clients can achieve financial wellness and pass on their legacies, reflecting a deep commitment to community stability and generational success.

Before his career in finance, Tushar owned and operated both a Quiznos franchise and a local convenience store.

Read the full overview →
Experience
29 Years
Current Role
Financial Services Professional
Location
Waltham, Massachusetts, United States
Personality Overview

How Tushar shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Tushar cares about

Business Succession
He is passionate about helping family-owned businesses transition to the next generation in a tax-efficient manner, a core focus of his practice.
Financial Wellness
He actively promotes the concept of holistic financial wellness, emphasizing access to the right tools, resources, and trusted guidance for confident decision-making.
+5 more topics Login to view topics
Career

Work history

2-2022
Financial Services Professional
NYLIFE Securities LLC
2-2017
Agent
New York Life Insurance Company
7-2014 - 12-2016
Business Owner
KCB Liquor Cooperation
2-2004 - 5-2015
Owner
Quiznos
2-1996 - 2-2003
Project manager
Nortel/Wiltel Comunication
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1991 - 1993
D.B.A
Sardar Patel University, Vallabh Vidyanagar, Gujarat, India
1986 - 1990
B.S. Mechanical
Shantilal Shah University, Bhavnagar, Gujarat, India
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other NYLIFE Securities LLC Employees

Explore more public profiles from related professionals.

Vikram Patel, MBA, LUTCF, CLTC
Vikram Patel, MBA, LUTCF, CLTC
Financial Services Professional
NYLIFE Securities LLC
 Mary Beth Velzy
Mary Beth Velzy
Financial Services Professional
NYLIFE Securities LLC
 Bret Bryant
Bret Bryant
Financial Services Professional
NYLIFE Securities LLC
 Jennifer Glann
Jennifer Glann
Financial Services Professional
NYLIFE Securities LLC

More profiles

Discover additional public profiles from our index.

Joseph L Lewis, III
Joseph L Lewis, III
Director of Marketing & External Relations
Delaware Prosperity Partnership
 Erica (Johnson) Crell
Erica (Johnson) Crell
Senior Manager, Innovation
Delaware Prosperity Partnership
 Susan Coulby
Susan Coulby
Senior Manager, Communications
Delaware Prosperity Partnership
 Allyson Gottlieb
Allyson Gottlieb
Partner Marketing Manager
TwelveLabs
Unlock the full playbookSee exactly how to sell to Tushar. Free, 10 seconds.