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Shreeda Patel
Client Service Representative

Shreeda joined The Bensman Group in June 2016 as a Client Service Representative. This position allows Shreeda to use her service skills and positive personality to help clients in our Individual Insurance Department. Shreeda makes it a priority to learn and understand each client’s request so as to fully meet their expectations.

“My job is to assist clients with policy services, such as premium reminders, and cancellation notices, to process any policy changes and keep our clients’ information updated accordingly, as well as to provide our advisors with policy summaries to ensure clients’ needs are met.”

Education, Designations, Licenses, and Organizations
Shreeda graduated from North Park University in 2013, earning a B.A. in Business Administration. Currently, she is pursuing her M.B.A. at North Park University.

Shreeda holds the Illinois Life Producer License.

Shreeda lives in Lake Villa, IL with her parents, grandparents, and brother. Her interests include spending time with family and friends, watching Netflix and Hulu, traveling, cooking new recipes, and most importantly, always smiling. 

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc., or Schemata, LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-2582.

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.

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