Jaymin Patel

Retirement Specialist

Jaymin Patel is an experienced financial services professional with a background that includes roles at Charles Schwab as a Retirement Specialist and TD Ameritrade as a Banking Operations Specialist. Prior experience encompasses several positions at PNC and BBVA, where responsibilities included exceeding sales goals and supporting branch profitability. Jaymin's career began in customer service roles at various establishments, including Motel 6 and Kroger, before pursuing higher education. Jaymin holds a Bachelor of Business Administration in Finance from The University of Texas at Arlington and an Associate of Arts from Tarrant County College.

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