Megha Patel
About Megha Patel
Megha Patel is a Financial Representative at Primerica in Edmonton, Alberta, Canada, where she has worked since 2020. She previously held the position of Pediatric Respiratory Therapy Manager at Cipla from 2017 to 2018.
Work at Primerica
Megha Patel has been employed at Primerica as a Financial Representative since 2020. In this role, she provides financial services and advice to clients in Edmonton, Alberta, Canada. Her responsibilities include assessing clients' financial needs, recommending suitable financial products, and helping clients achieve their financial goals. Over the past four years, she has built a client base and developed expertise in financial planning and investment strategies.
Education and Expertise
Megha Patel completed the Canadian Investment Funds course, which has equipped her with knowledge and skills in investment management and financial planning. This educational background supports her role as a Financial Representative, enabling her to offer informed advice and services to her clients. Her training in investment funds complements her practical experience in the financial sector.
Background
Prior to her current position at Primerica, Megha Patel worked at Cipla as a Pediatric Respiratory Therapy Manager from 2017 to 2018. In this role, she managed respiratory therapy services for pediatric patients. This experience provided her with valuable skills in management and patient care, which she has since applied in her financial services career.