NP

Nipa Patel

Advisor Platform Adoption at Northwestern Mutual

Nipa Patel, MBA, AFC®, currently serves as Advisor Platform Adoption at Northwestern Mutual and is actively involved as a board member of the Financial Therapy Association and a founding member of the Unreasonable Collective, which focuses on impactful investments in underrepresented entrepreneurs. As an EO Chicago member, Nipa connects with a global network of over 14,000 entrepreneurs to leverage shared experiences for growth. Previous roles include Chief Operating Officer and EOS Integrator at CrossPoint Wealth Partners and various leadership positions at Sath Inc., specializing in cyber security compliance and SaaS product ownership. Nipa's educational background includes an MBA in Operations Management from DePaul University, a Bachelor's in Computer Science from the University of Illinois Chicago, and a certification in Financial Therapy from Kansas State University.

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Northwestern Mutual

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The Northwestern Mutual is an American financial services mutual organization based in Milwaukee.


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10,000+

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