Amit D. Patel is a Financial Representative with Northwestern Mutual. Amit strives to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He works with his clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality.
Amit truly loves giving back his time and energy by serving his community through volunteer efforts and charitable giving. Amit has been a member of the Indo-US Chamber of Commerce In Tampa Bay since moving to Tampa in 2012 and currently serves as the Vice-President of Social Media and Marketing. Amit is an Advisory Committee member for Brewster Technical College, which serves and educates adults with disability in employment skills training. Amit also serves on the Hillsborough County Sheriff’s Indian Advisory Council and is an active member in the Gujarati Samaj of Tampa Bay. Nationally, Amit serves on the Kachhia Patidar Samaj Board of Directors and is a member of AAHOA – Asian American Hotel Owners Association; and NAIFA – National Association of Insurance and Financial Advisors.
Amit is very passionate about charitable giving and raising awareness for his passion projects. Amit has been continuously impacted by the stories of family, friends, and members of the community that have directly been impacted by the horrific disease of blood cancer. Amit has been involved with LLS – The Leukemia and Lymphoma Society for the past 3 years and most recently fundraised for the Man and Woman of the Year Campaign in which he raised close to $22,000. Amit is also on the Executive Board for the Community Action Committee for the Northwestern Mutual – Greater Tampa Bay office in which their mission is to raise funds and awareness of childhood cancer causes, primarily in the areas of research into new treatments and cures, specifically in the Greater Tampa Bay Area.
Lakshmi holds a Master of Science degree in Chemistry from the University of Madras in Madras, India and a Master of Science degree in Business Administration from the University of Baltimore.
Kuleen D. Shah is born & raised in Tampa. He is working for Harbor Light Investment Advisors & doing Administration & Marketing for his company. Kuleen strives to develop enduring relationships with many clients by providing expert guidance for a lifetime. He works with building up his clients & to identify their needs and then focus on solutions that can help make those financial goals a reality to grow.
Kuleen truly loves giving back his time and energy by serving in his community through volunteer efforts and charitable giving. Kuleen has been a member of the Indo-US Chamber of Commerce In Tampa Bay since 2012 and currently serves as VP of Corporate Membership for the Chamber. Kuleen also serves on the Men Go Red For Women that is part of the American Heart Association, also an Associate member of the Hillsborough County Sheriff’s Indian Advisory Council and is an member in the Gujarati Samaj of Tampa Bay, on the India Festival Committee.
Anitha Kancharla is experienced IT Functional Consultant with strategic vision and pragmatic execution, 14 plus years of IT experience with strong knowledge of application design, development and integration techniques.
Principal, Goldtec, Inc leading software solutions and IT services company . Our goal is to help organizations achieve their financial and business objectives by using current technologies more effectively. She received Bachelor of Science in Management of Information Science from USF.