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Sanjay Patel

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Sanjay Patel

Managing Director | Northwestern Mutual

Anaheim, California, United States

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Sanjay Patel

Summary

Sanjay Patel is a seasoned financial professional with extensive experience in leadership and management roles. Currently serving as the Managing Director at Northwestern Mutual, he is dedicated to helping individuals and businesses achieve their financial goals through personalized planning. His career spans various industries, including finance, office equipment, and franchise operations, showcasing his adaptability and diverse skill set. Sanjay's approach emphasizes effective communication and relationship-building, which he believes are essential for fostering trust with clients. Outside of work, he enjoys mentoring young advisors, spending time with family, and pursuing hobbies like golf and travel. His passion for financial planning is matched by his commitment to community engagement and personal development.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Startup Experience

Sanjay Patel

Work Experience

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Managing Director at

Northwestern Mutual

February 2024 - Present

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Financial Advisor at

Northwestern Mutual

September 2019 - Present

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Director, Inventory Managemnt at

Office Depot

August 2018 - September 2019

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Regional Director at

Castle Group

August 2017 - August 2018

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Director of Inventory Management at

Office Depot

August 2016 - August 2017

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Senior Finance Manager, Business Solutions Division at

Office Depot

July 2013 - August 2016

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Director of Finance and Operations at

MICHAEL PESOCHINSKY

January 2010 - June 2013

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Franchisee/Owner at

Pars Alliance Corp.

January 2005 - January 2010

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Senior Financial Analyst at

Eclipsys

January 2003 - January 2005

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Assurance Senior Associate at

Ernst And Youngarthur Andersen

January 2000 - January 2003

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Sanjay Patel

Education

University of Florida, B. Sc

January 2000

Frequently Asked Questions about Sanjay Patel

What is Sanjay Patel email address?

Sanjay Patel's primary email address is ************@nm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sanjay Patel work for?

Sanjay Patel is a Managing Director at Northwestern Mutual, a company specializing in Federal reserve banks.

Where Sanjay Patel graduated from?

Sanjay Patel holds a degree in Accounting from University of Florida.

How can I directly contact Sanjay Patel?

To contact Sanjay Patel directly, you can use the email address ************@nm.com. Complete contact information is available upon registration with Muraena.

Who is Sanjay Patel?

Sanjay Patel is a seasoned financial professional with extensive experience in leadership and management roles. Currently serving as the Managing Director at Northwestern Mutual, he is dedicated to helping individuals and businesses achieve their financial goals through personalized planning. His career spans various industries, including finance, office equipment, and franchise operations, showcasing his adaptability and diverse skill set. Sanjay's approach emphasizes effective communication and relationship-building, which he believes are essential for fostering trust with clients. Outside of work, he enjoys mentoring young advisors, spending time with family, and pursuing hobbies like golf and travel. His passion for financial planning is matched by his commitment to community engagement and personal development.

Sanjay`s contact details

mail

************@nm.com

************@nmfn.com

***********@northwesternmutual.com

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