Carli Patel

Carli Patel is an experienced insurance and financial services professional with a strong background in client management and analysis. Currently serving as a PL Account Manager at Marshall & Sterling since January 2022, Carli previously held the position of Personal Lines Account Executive at Kay Dina Insurance Agency, Inc. from April 2017 to January 2022, providing clients with comprehensive coverage analysis and claims support. Prior experience includes working as a Registered Representative at Foresters Financial, specializing in financial products and client assessments, and as a Sales and Pricing Analyst at Craft Beer Guild of NY, where Carli produced reports and managed pricing applications. Carli's career began with an internship at SPECTRUM PENSION AND COMPENSATION, INC., focusing on client pension audits and annual plan reporting. Carli holds a Bachelor's degree in Mathematics from the University at Albany.