Chief Executive Officer and Founder and Wealth Advisor
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Chitra Patel
Chitra Patel - Chief Executive Officer and Founder and Wealth Advisor at Wealthworth
Chitra Patel Work
Chitra Patel Education
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2008 - 2010 MBA in FinanceMercer University - Stetson School of Business and Economics
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2000 - 2004 BS in ManagementGeorgia Institute of Technology
Chitra Patel Skills
Private BankingFinancial PlanningRetirement PlanningWealth ManagementCustomer AcquisitionRisk ManagementPersonal BudgetingEstate PlanningSmall BusinessHigh Net Worth IndividualsStrategic Financial PlanningInvestmentsBankingPortfolio ManagementInsuranceAsset AllocationAsset Based LendingRelationship ManagementSalesAccount ManagementPersonal FinanceStrategic PlanningLeadershipAnalysisManage Client RelationshipsMutual FundsMortgage LendingLoansFinancial ServicesFinancial AdvisoryCorporate FinanceCommercial BankingCreditValuationFinancial RiskCommercial LendingCRMHigh Net WorthManage ClientStrategic Financial
Chitra Patel Contact Information
Work email
●●●●●●●●@company.com
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Personal email
●●●●●●●●@gmail.com
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Phone
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What company does Chitra Patel work for?
Chitra Patel currently works at WealthWorth.
What industry does Chitra Patel work in?
Chitra Patel's primary industry can often be inferred from their work experience and skills listed on this profile.
Where is Chitra Patel located?
Chitra Patel is based in or around Alpharetta, GA, US.
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