Patel has served on the Board of Directors for Delta Dental of California since 2007 and CEO of LISI since 2010.
As CEO, Patel has guided the development of new solutions for brokers, ranging from products and services, special events, and educational opportunities, to customized sales support. Patel has been with LISI for nearly three decades.
In other industry news:
The companies of OneAmerica have selected Duane Jeffers to be regional sales director for retirement business in Michigan and Northwest Ohio. Working from OneAmerica’s regional office in Detroit, Jeffers will lead sales, marketing and service functions for the retirement services division of American United Life Insurance Company, a OneAmerica company.
Jeffers spent the past six years in managing director and sales vice president roles at Prudential Retirement. He has also held various management positions with Great West Retirement Services and Nationwide Retirement Solutions.
Jeffers has Bachelor of Science and Master of Business Administration degrees from Franklin University in Ohio.
Finance & Commerce named Vicki Bailey, head of investment law and securities compliance at Advantus Capital Management, to its annual list of Top Women in Finance in the Twin Cities. She is the fourth Advantus executive to be named to the list.
Bailey joined Advantus in 1985. The legal department is responsible for legal due diligence for every nonpublic Advantus transaction. “When someone in her job does it well, there are no negative headlines and lawsuits,” said Advantus Executive Vice President Dave Kuplic, and Bailey’s manager. “We have a great compliance record.” Bailey received her bachelor’s degree from St. Olaf College, her JD, magna cum laude, from William Mitchell College of Law in St. Paul, MN and earned an MBA from the University of St. Thomas. She holds the Certified Investment Advisor and Compliance Specialist designations.
Scott A. Edelstein, a partner at Squire Sanders, a global legal firm, received the 2012 Justitia Award given by the Medical Tourism Association (MTA).