Vikram Patel, MBA, LUTCF, CLTC
Login to view DISC.Vikram Patel is a seasoned Financial Services Professional at New York Life, where he has worked for over two decades. He specializes in helping individuals and business owners create, build, and preserve wealth through comprehensive financial strategies. He holds an MBA and a Bachelor of Commerce from Gujarat University.
Based on his shared content, Vikram values family, community, and expressing gratitude during holidays. He also shows respect for military service members, publicly acknowledging their sacrifices on Veterans Day, indicating an appreciation for service and patriotism.
Unique fact: Before moving to the US, Vikram worked at The Oriental Insurance Company Ltd. in India, where he took voluntary retirement in 1979.
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