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Rishi Patel 2318 Aschinger Boulevard
Columbus, Ohio 43212
(440) 241 - 8331
EDUCATION
Ohio State University Columbus, Ohio
B.S. Education and Human Ecology Graduation Date: December 2013
Major: Personal Finance
Relevant classes:
o Financial Services: Retirement Planning, Tax Planning, Financial Management,
Intergenerational Resource Management
o Business Finance: Investment Foundations, Financial Accounting, Managerial
Accounting
o Economics: Microeconomics, Macroeconomics
EXPERIENCE
Nationwide Financial, Dublin, Ohio
Regional Internal Consultant January 2015 – Present
Raise and retain assets within a geographic territory
Develop and implement sales strategy and business plan with external partner
Incorporate sales methodology into financial advisors’ business needs
Perform competitive analysis within industry product line-ups
Create and tailor sales ideas based on advisors’ book of business
Deliver product and value-add presentations
Nationwide Financial, Dublin, Ohio
Investment Analyst - Annuities August 2013 – Present
Assisted financial advisors in managing client annuity contracts
Built credible relationships with financial advisors
Helped advisors diversify their book of business via cross-selling
Uncovered needs of advisors by asking probing questions
Implemented asset retention techniques by analyzing client contracts
Baron Gold Investment Company, Beijing, China
Investment Analyst Intern December 2012 – January 2013
Supported Foreign Exchange and Gold traders and analysts
Maintained record of market trend analyses
Presented market reports to senior trader hourly and daily
The Wireless Center Sales Specialist/Trainer, Columbus/Strongsville, Ohio June 2009 – August 2013
Marketed new store on campus (Columbus)
Trained new employees and aided others in making monthly goals
Provided customer service through effective communication
Call Center Sales Specialist/Team Leader, Euclid, Ohio (Sprint) April 2007 – May 2009
Made outbound calls to customers
Lead team members in making and closing sales calls
o Promoted as team leader within three months of work
Employee of the Month five times in two summers
CERTIFICATIONS/ACHIEVEMENTS
FINRA Series 6 – Financial Industry Regulatory Authority
Chartered Financial Consultant (ChFC) Candidate
