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Himanshu Patel
CEO and Chief Investment OfficerLakshmi Wealth Management, LLC
Naperville, United States
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General
About
Extensive and diverse experience in the insurance industry. Track record of outstanding profitable growth of a large business in a mature market, a successful start up within a large corporation, and acquisition and divestiture. Recognized for strategic thinking, creating a break through marketing strategy, judicious risk taking, and creating strategic partnerships,
Extensive experience in investment management with a track record of outperforming the S&P index with less volatility.
Interested in start ups, turn arounds and advising on strategy and marketing.
Extensive experience in investment management with a track record of outperforming the S&P index with less volatility.
Interested in start ups, turn arounds and advising on strategy and marketing.
Haves
Investment management, financial planning, strategy, marketing, sales and customer experience management, pricing,
Professional Experience
Nov 2009 - Present
CEO and Chief Investment Officer
Lakshmi Wealth Management, LLC
Investment Management
Lakshmi Wealth Management, LLC
Investment Management
Provides customized investment services and comprehensive financial planning service for high net worth individuals
Oct 1984 - Oct 1994
(10 years)
(10 years)
Vice President- Marketing Services
CNA
Insurance
CNA
Insurance
Started as a leader for strategic planning, marketing research and planning, statistical consulting functions and over time was promoted to include leadership of marketing communications, corporate communications, agency automation, and public policy for all of the businesses of this multi line public company with more than $10 billion revenue.
Oct 1995 - May 2002
(7 years)
(7 years)
Senior Vice President- Direct Response & Affinity Marketing
Liberty Mutual Group
Insurance
Liberty Mutual Group
Insurance
Proposed and executed a new marketing strategy—Affinity Marketing, and a new distribution channel—Direct Response Marketing. Built an organization, management processes and partnerships resulting in $1 billion in new business.
1995 - 2008
(13 years)
(13 years)
Senior Vice President
Liberty Mutual
Insurance
Liberty Mutual
Insurance
Jun 2002 - Jun 2008
(6 years)
(6 years)
Senior Vice President- Regional Operations
Liberty Mutual Group
Insurance
Liberty Mutual Group
Insurance
Leader for the field operations of personal lines business with $5.6 billion revenue of this Fortune 100 mutual company with $26 billion revenue. Leader for seven regional management teams responsible for sales, customer service, pricing and underwriting through 350 offices, 2000 employee sales representatives, 2000 customer service representatives and 15 State Managers.
Education
1965
B.Tech, Indian Institute of Technology, Bombay (High School)
Mechanical Engineering
Mechanical Engineering
1970
Ph.D, Case Western Reserve University - Weatherhead School of Management (High School)
Operations Research
Operations Research
More about Himanshu Patel
First Name
Himanshu
Last Name
Patel
My Affiliations
BOARD MEMBERSHIPS
Insurance.com (formerly known as ComparisonMarket)
MATHCOUNTS Foundation, Washington, D.C.
Insurance Research Council, Chicago, Illinois
Industry Affiliation
Health Insurance Association of America, Washington, D.C.
LIMRA Marketing Services Committee
ISO Personal Lines Committee
Specialities
Investment management, financial planning, strategy, marketing, sales and customer experience management, pricing,
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