Digvijay Gohil
About Digvijay Gohil
Digvijay Gohil serves as the Operations & Sales Supervisor at Lion Street Financial, where he has worked since 2016. He has a background in finance and economics, with previous roles at National Financial Partners and HD Vest Financial Services.
Work at Lion Street Financial
Digvijay Gohil has served as Operations & Sales Supervisor at Lion Street Financial since 2016. In this role, he engages with strategic alliances with key industry specialists, enhancing the company's collaborative network. Lion Street operates under a unique structure where every advisor is an owner, promoting a cooperative environment. Gohil's responsibilities include overseeing operations and sales processes, ensuring efficient service delivery, and leveraging proprietary resources to provide clients with direct access to top-rated carriers.
Previous Experience in Financial Services
Prior to his current position, Gohil worked at National Financial Partners as a Senior Brokerage Specialist from 2006 to 2008 in the Austin, Texas area. After this role, he joined HD Vest Financial Services, where he held two positions: General Support Representative from 2008 to 2009 and Compliance Consultant III from 2008 to 2016. His extensive experience in financial services has equipped him with a comprehensive understanding of brokerage operations and compliance requirements.
Education and Academic Background
Digvijay Gohil studied at The University of Texas at Austin, where he earned a degree in Economics from 1999 to 2004. He furthered his education at Texas State University-San Marcos, where he completed a Master of Business Administration (MBA) with a focus on Finance, General, from 2005 to 2006. His academic background has provided him with a solid foundation in economic principles and financial management.
Industry Network and Specialization
Gohil is part of a network of 120 firms that specialize in Wealth Transfer, Wealth Management, and Executive Benefits. This affiliation allows him to collaborate with various industry specialists, enhancing his ability to serve clients effectively. His role within this network underscores his commitment to providing comprehensive financial solutions tailored to individual client needs.