aalok patel
Financial Consultant at E*TRADE
financial consultant e * trade
E*TRADE
https://www.linkedin.com/company/etrade
Houston, Texas, United States
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Financial Consultant
JPMorgan Chase & Co.
https://www.linkedin.com/company/jpmorganchase
Katy, Texas, United States
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Private Client Advisor | VP-Investments
TD Ameritrade
https://www.linkedin.com/company/td-ameritrade
Sugar Land, Texas
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Financial Consultant
Scottrade
https://www.linkedin.com/company/scottrade
Playing an integral role as an experienced investment consultant at a top performing Scottrade office.
- Using business development techniques to strengthen client relationships in order to drive value for customer and firm
- Proactively contacting high net worth and qualified clients to grow business and provide client satisfaction
- Identifying client needs and providing them with guidance solutions including referral to Scottrade Guidance Solutions Group.
- Strategizing and building queries to proactively contact unengaged clients in the local area
- Mentoring and coaching new and existing Investment Consultants
-  Using vast financial and brokerage knowledge to develop skills and financial branding through further education
Sugar Land, TX
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Investment Consultant
Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
Lead regional PCS for Woodlands and Sugar Land Fidelity offices.
-Providing proactive support to Account Executives by engaging high net worth central book clients in the Houston area.
-Developing and maintaining working relationships with white glove
service($1mm+) and Premium clients at Fidelity
-Implementing structured client contact strategy through local market development
-Reviewing central book activities such as investing trends and guidance reviews to reach out to unengaged premium clients
-Identifying opportunities that support and enhance current business initiatives 
-Successfully anticipating clients needs and building Fidelity brand
houston area, texas
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Relationship Manager
Scottrade
https://www.linkedin.com/company/scottrade
Playing a key role in dealing with the different aspects of the financial services industry for a leading brokerage firm
-Building relationships with new clients and maintaining existing accounts to bring in more revenue
-Using business development techniques to strengthen relationships
-Providing trading platform guidance and portfolio management to optimize client experience 
-Conducting branch seminars to further client education
-Playing a key role in daily branch operations to make sure goals are met and analyzing areas for improvement
-Placing trades for clients via telephone/in person
-Developing personal technical training and utilizing knowledge to educate clients
-Maintaining professional development through Scottrade University coursework
houston, texas area
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Investment Consultant/Stockbroker
The Buckle
https://www.linkedin.com/company/the-buckle
Playing an integral role as team leader in the daily operations and success of a leading apparel store
- Creating a daily strategy for success and running operations so goals are achieved.
- Reviewing business strategy to further store profits
- Anaylzying areas of improvement with store manager and creating action plan to find methods of improvement
- Marketing products to increase volume
- Assisting store manager with recruiting potential hires
- Dealing in all levels of store operations including merchandizing and advertising
- Going over action plan to find methods of improvement
- Marketing products to increase volume
- Creating and delegating tasks to other team members so daily goals are met
Houston, Texas Area
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Team Leader
Cordua Restaurants
https://www.linkedin.com/company/cordua-restaurants
Marketing Internship at a leading Houston based Restaurant
-Working closely with Director of Marketing and Marketing team in all areas of marketing
-Project management and coordination of third party agencies
-Conducting customer surveys and performing market research
-Editing and proofing of artwork
-Assisting in the development and management of promotional information for special events
-Attending and giving input during Company board meetings
Houston, Texas Area
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Marketing Intern
Bachelor of Business Administration
Business Admin/Management
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Houston Baptist University
https://www.linkedin.com/school/houston-baptist-university/
Master of Business Administration
Capstone in Business Stategy/Policy
Maintained 3.5 GPA
University of St Thomas
https://www.linkedin.com/in/ashimatalwar
Maryland, United States
Ashima Talwar
State Director, U.S. Senator Chris Van Hollen
https://www.linkedin.com/in/natalya-ten-832b695
Houston, TX
Natalya Ten
Sr. IT Analyst, SCM applications at Equinor
https://www.linkedin.com/in/christopher-neveu-48a597a3
Houston, TX
Christopher Neveu
Category Advisor at Cheniere Energy, Inc.
https://in.linkedin.com/in/darika-singh-417187213
New Delhi
Darika singh
Marketing
https://www.linkedin.com/in/irinareshetnikova
Houston, TX
Irina Reshetnikova
Contracts Manager
https://www.linkedin.com/in/ravi-surisetti
Houston, TX
RAVI SURISETTI
Project Engineering Manager / Project Manager / Commissioning / Facilities - LNG / Eythelene / Refining
https://www.linkedin.com/in/john-feaster27
Clemson, SC
John Feaster
Supply Chain Analyst Intern at Zevia
https://www.linkedin.com/in/jonathan-m-copley-b6393baa
Houston, TX
Jonathan M. Copley
Private Wealth Manager at Creative Planning
https://www.linkedin.com/in/edward-bautista-08349623
Pearland, TX
Edward Bautista
J.P. Morgan Private Client Advisor at JPMorgan Chase & Co.
https://www.linkedin.com/in/casey-cagle-1628b0170
Greater Houston
Casey Cagle
Financial Consultant at TD Ameritrade
https://www.linkedin.com/in/joshua-lawson-b015a6a1
Greater Phoenix Area
Joshua Lawson
Sr. Financial Consultant at TD Ameritrade
https://www.linkedin.com/in/bradstrutner
San Francisco Bay Area
Bradley Strutner
Private Client Advisor at J.P. Morgan
https://www.linkedin.com/in/perry-guthrie
Washington DC-Baltimore Area
Perry Guthrie
Private Client Advisor at J.P. Morgan Chase Bank, N.A.
https://www.linkedin.com/in/gairy-pelle-jr-8910085
New York City Metropolitan Area
Gairy Pelle Jr
Private Client Advisor, J.P. Morgan Chase Bank, N.A.
https://www.linkedin.com/in/catherinebotero
Miami-Fort Lauderdale Area
Catherine Botero
Private Client Advisor at JPMorgan Chase Bank N.A.
https://in.linkedin.com/in/aalok-patel-80601b37
Ahmedabad
Aalok Patel
Manager at ICICI Bank Ltd.
https://www.linkedin.com/in/aalok-patel
Houston, TX
Aalok Patel
Advanced Recycling Process Engineer at ExxonMobil Research & Engineering
https://in.linkedin.com/in/aalok-patel-07619328
Mumbai
Aalok Patel
Reinsurance Underwriter at General Insurance Corporation of India (GIC Re)
https://ca.linkedin.com/in/aalok-patel-454b0871
Canada
Aalok Patel
Financial Planner at TD Wealth Financial Planning
https://in.linkedin.com/in/aloknpatel
Ahmedabad
Aalok Patel
Founder & CEO - FabChay
Association Of Furniture Sales Professionals
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