Neil Patel

CPA, Senior Analyst

Insignia Mortgage

Office: (424) 488-3566

Neil Patel is a licensed California CPA with extensive background in tax accounting for high net worth individuals. He attended the University of California San Diego and attained a degree in Economics with an Accounting minor. Neil’s professional experience with complex financials is an enormous benefit to clients when structuring loans for high net worth individuals looking for the right loan for their unique situation.

· Specialize in underwriting loans for self-employed borrowers and real estate investors

· Create unique loan solutions for borrowers with complex financials and tax returns

· Understanding of complex vesting structures: Irrevocable trust, revocable trust, LLC’s and Limited Partnerships

· Ability to read foreign tax returns and knowledge on how various countries tax systems operate

150 EL CAMINO DRIVE, LOS ANGELES,CA. 310-595-3888 © 2017 DOUGLAS ELLIMAN REAL ESTATE. ALL MATERIAL PRESENTED HEREIN IS INTENDED FOR INFORMATION PURPOSES ONLY. WHILE, THIS INFORMATION IS BELIEVED TO BE CORRECT, IT IS REPRESENTED SUBJECT TO ERRORS, OMISSIONS, CHANGES OR WITHDRAWAL WITHOUT NOTICE. ALL PROPERTY INFORMATION, INCLUDING, BUT NOT LIMITED TO SQUARE FOOTAGE, ROOM COUNT, NUMBER OF BEDROOMS AND THE SCHOOL DISTRICT IN PROPERTY LISTINGS SHOULD BE VERIFIED BY YOUR OWN ATTORNEY, ARCHITECT OR ZONING EXPERT. EQUAL HOUSING OPPORTUNITY.

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