Chitra Patel

Chitra Patel Work

Chief Executive Officer and Founder and Wealth Advisor

@ WealthWorth

Senior Vice President, Senior Private Banker

@ Wells Fargo

Vice President, Premier Banker Ii

@ SunTrust

Chitra Patel Education

2008 - 2010 MBA in Finance

Mercer University - Stetson School of Business and Economics
2000 - 2004 BS in Management

Georgia 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

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Frequently Asked Questions about Chitra Patel

How can I contact Chitra Patel?

You can reach Chitra Patel via verified work email, personal email, or phone number — all available after sign-in. We provide professional and personal contact channels along with social profiles.

Where does Chitra Patel work?

Chitra Patel currently works at WealthWorth as Chitra Patel - Chief Executive Officer and Founder and Wealth Advisor at Wealthworth.

Where is Chitra Patel located?

Chitra Patel is based in Georgia.

Is the data on this page verified?

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