Dak Patel
About Dak Patel
Dak Patel serves as the Regional Vice President at Transamerica Retirement Solutions in Tampa, Florida, a position he has held since 2016. He has over a decade of experience in retirement planning, having previously worked at Merrill Lynch and July Business Services.
Work at Transamerica
Dak Patel has served as the Regional Vice President at Transamerica Retirement Solutions since 2016. In this role, he focuses on overseeing retirement solutions and strategies for clients in the Tampa, Florida area. His responsibilities include managing client relationships and ensuring the delivery of effective retirement plans. Patel's tenure at Transamerica has spanned over eight years, during which he has contributed to the company's growth and client satisfaction.
Previous Experience at Merrill Lynch
Prior to his current position, Dak Patel worked at Merrill Lynch for a total of six years. He began as an Internal Retirement Plan Consultant from 2002 to 2008, where he provided support and guidance on retirement plans. He then transitioned to the role of Retirement Plan Specialist from 2010 to 2016, focusing on retirement solutions for clients. His extensive experience at Merrill Lynch has equipped him with valuable insights into retirement planning.
Experience at July Business Services
Dak Patel worked at July Business Services as a Senior Retirement Plan Consultant in External Sales from 2008 to 2010. In this position, he was responsible for engaging with clients to provide retirement plan consulting services. His role involved developing strategies to enhance retirement offerings and improve client outcomes during his two-year tenure.
Education and Expertise
Dak Patel studied at Georgia Southern University, where he earned a Bachelor's degree in Business Administration with a focus on Finance. His education provided a strong foundation in financial principles and practices, which he has applied throughout his career in retirement planning and consulting.