Anita Patel Email & Phone Number

Times Square HQ

New York, New York, United States

New York, New York, United States

 Promoted to Senior Registered Associate for The Bergman Group. Independently improved and streamlined the service model and operational procedures for the team. Identifies practice management opportunities through various firm channels Established and cultivated relationships with clients and proactively resolved issues and concerns

New York, United States

Project Manager overseeing the transfer of assets for recently on-boarded Wealth Advisor’s book of business from protocol and non-protocol investment firms onto MSWM platform using a structured operations process and milestone tracking. Extensive travel throughout the United States to manage transitions throughout the firm. 2012-2014: AVP, Field.

New York, New York, United States

Fort Lauderdale, Florida

Served as the primary service liaison for The Friedlander Group, a team of Wealth Advisors specializing in financial services forhigh net worth clients. Solid understanding of Morgan Stanley platforms with successful implementation of new client accounts and ongoing servicing ofexisting clients with strict attention to detail eliminating errors. Managed.

New York, United States

The Gotham Gator Club® is the official University of Florida Alumni club for New York City and the Tri-State region. All profits award scholarships to students in the tri-state area. As VP of Philanthropy & Volunteers, I annually host the International Gator Day of service in New York City and provide volunteer opportunities to local NYC Gators throughout.

Avid volunteer based in New York City supporting the organization's outreach and awareness efforts by coordinating local events, assisting with the annual gala, and attending local charity events to market the organization. Visited the organization in Gujarat, India in December 2009 and September 2010. Currently sit on Board of Directors. 2018-PresentBoard.

• Delta Phi Omega Sorority, Incorporated 2005 – 2006 National Vice President of Expansion, National Council
• Responsible for the following: Charter Requests, Interest Groups, Expansion Committee, lead the expansion process, and managed recruitment and New Member Education process for all Chapters and Colonies nationwide.
• Served as a liaison between National Council and Greek Advisors at numerous prospective universities: UNC-Chapel Hill, Texas A&M, University of California- San Diego,
• Elevated morale, voted on updates to constitution, troubleshot crisis and risk management issues, defused conflicts, andoversaw the progress of new Colonies.2003 – 2005 President, University of Florida Colony
• The responsibilities included: overseeing the completions of community service hours, events and dates, being a spokesperson, mediator, a disciplinarian, public relations/marketing, and a positive role model to members.
• Chartered the first South Asian interest sorority at the University of Florida with philanthropic emphasis on Children’s Education and Literacy.

 Analyzed Merrill Lynch client investment accounts to determine appropriate legal action for confidential third party legaldocuments. Objectives included: verification of assets, restrained accounts held by debtor in a timely manner, initiatedliquidation of securities, and instructed payout of funds to lien holders. Hired Outside Counsel to represent ML.