Chirag M. Patel

Chirag M. Patel is a seasoned financial professional with extensive experience in various roles within the financial services industry. Currently serving as a Senior Associate at New York Life Insurance Company since April 2019, Chirag is responsible for generating performance and regulatory impact reports and leading complex projects across departments. Previous positions include Senior Representative, where effective management of inbound calls and trade executions were key responsibilities, and New Account Representative, focusing on account applications and investor relations. Prior to New York Life, Chirag held roles as a Registered Representative at Acorn Financial Services and Financial Representative at Primary Financial, both involving outbound client engagements regarding retirement plans. Additionally, Chirag worked as a Financial Consultant at AXA Advisors, achieving significant premium sales in life insurance and annuities. Academic credentials include a Bachelor of Arts in Economics from Kean University and current pursuit of a Master of Science in Financial Engineering at Stevens Institute of Technology.