Dak Patel

Dak Patel is a seasoned professional in the retirement planning sector, serving as Regional Vice President at Transamerica Retirement Solutions since August 2016, where responsibilities include developing and managing territory for new Retirement Plan Sales ranging from $0 to $100 million and fostering strategic relationships with various financial entities. Prior experience includes roles as Retirement Plan Specialist at Merrill Lynch from January 2010 to August 2016, Senior Retirement Plan Consultant - External Sales at July Business Services, and Internal Retirement Plan Consultant at Merrill Lynch from 2002 to 2008. Dak Patel holds a Bachelor's degree in Business Administration with a focus on Finance from Georgia Southern University, acquired between 1996 and 2000.