Anita Patel

Anita Patel Email and Phone Number

19+ years in Financial Services • Non Profit Executive Leadership • Advocate for education, gender equity, and socioeconomic mobility • The Fresh Air Fund Mentor • Nanubhai EmpowHER Circle @ Morgan Stanley
new york, new york, united states
Anita Patel's Location
New York City Metropolitan Area, United States
Anita Patel's Contact Details

Anita Patel personal email

About Anita Patel

Dedicated Financial Services professional with significant operational and client facing experience in dynamic roles at Merrill Lynch and Morgan Stanley over the past 19 years.• Currently lead PWM Talent Acquisition Sourcing Team, managing requisitions, sourcing, and screening candidates for open roles, and engaging with various partners to train and onboard new hires.• Thriving in fast paced environments, often requested to work with teams on need based projects and share best practices.• Optimized client service for Ultra High Net Worth client relationships for The Bergman Continuum Group.• Appointed to Fifth Avenue Complex Coach role in Q3 of 2020 to coach Morgan Stanley Support Professionals in three New York City offices. • Selected to contribute to comparative analysis projects during the Morgan Stanley Smith Barney Joint Venture.• An energetic Project Manager, traveled throughout the USA to manage over $1 Billion AUM asset recovery annually for 50+ New Recruit teams onto the Morgan Stanley platform, including opening accounts and managing KYC requirements. • An informative presenter and public speaker, able to engage and enlist support of the branch management teams and Financial Advisors throughout transitions.• Detail oriented Non-Profit Executive leader with strong business acumen and effective leadership skills, able to identify and implement process improvements that have increased accuracy, efficiency, and consistency. Rising from volunteer to Board of Directors to Chairperson. • Elevated morale, voted on updates to the Delta Phi Omega Sorority, Inc. constitution, troubleshooted crisis and risk management issues, defused conflicts, and oversaw the progress and expansion of new Colonies.• Avid community volunteer, leading service projects in New York City for the local University of Florida Alumni and PWM Volunteer Club.• 20+ years of experience in hospitality operations, client service, sales, and management in family hotel business.

Anita Patel's Current Company Details
Morgan Stanley

Morgan Stanley

View
19+ years in Financial Services • Non Profit Executive Leadership • Advocate for education, gender equity, and socioeconomic mobility • The Fresh Air Fund Mentor • Nanubhai EmpowHER Circle
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Anita Patel Work Experience Details
  • Morgan Stanley
    Business Development Associate | Private Wealth Management
    Morgan Stanley Sep 2021 - Present
    Times Square Hq
    View
  • Morgan Stanley
    Portfolio Associate
    Morgan Stanley Jan 2017 - Sep 2021
    New York, New York, United States
    View
  • Morgan Stanley
    Senior Registered Associate
    Morgan Stanley Jan 2016 - Jan 2017
    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
    View
  • Morgan Stanley
    Registered Associate
    Morgan Stanley Jan 2014 - Jan 2016
    New York, United States
    View
  • Morgan Stanley
    Avp , Tms Field Specialist -- Global Wealth Management
    Morgan Stanley Sep 2008 - Jan 2014
    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 Transition Specialist2010-2012: Manager, Field Transition Specialist2008-2010: Associate, Field Transition Specialist
    View
  • Morgan Stanley
    Manager, Field Transition Specialist
    Morgan Stanley Jan 2010 - Jan 2012
    New York, New York, United States
    View
  • Morgan Stanley
    Associate, Field Transition Specialist
    Morgan Stanley Sep 2008 - Jan 2010
    View
  • Morgan Stanley
    Reg'D Client Associate
    Morgan Stanley Sep 2006 - Aug 2008
    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 requests for money movement transactions and ad hoc requests. Reconciled completed tasks. Knowledge of Managed Platform, incepting accounts, and oversight of SMAs Participated in weekly team strategy meetings, responsible for daily trading updates, and business development. Contributed to team’s annual goals and participated in team’s overall objectives. Nominated to attend CSA Southern Division Conference 2008 and World Class Service Conference 2008
    View
  • Gotham Gators
    Vice President Of Philanthropy & Volunteers
    Gotham Gators Jul 2016 - Present
    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 the year. This includes a monthly Meals on wHeels project delivering nutritious meals to our frail, elderly, homebound neighbors.
    View
  • The Nanubhai Education Foundation
    Chairman Of The Board Of Directors
    The Nanubhai Education Foundation Jan 2009 - Present
    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 of Directors Chair - Appointed to chairperson of the Board of Directors. 2014Board of Directors - Appointed to Board of Directors .2012Director of New York and Gala Co-Chair – Nomination from the Board of Directors. Role required fundraising and raising awareness in the local community. First director to host ticketed fundraisers. Recruited talented volunteers to plan annual gala. During the final weeks created the ‘Rainmaker Group’ for additional street marketing and brainstorming sessions for the final week of pre-sale ticket sales. The gala raised over $55,000.2010-2011PR Chair , Gala Team - overseeing the PR and Marketing efforts, serve as a liaison between media and the organization, manage incoming correspondence,send updates to the Gala Chair, participate on weekly calls, communicate effectively, manage the PR committee, organize the Media Hour at the gala, and followup with the media attendees.2009Director of Grassroots Development- Met with local team to organize a launch event in New York City, supported efforts of creating a New York chapter. Traveled to India to document Spoken English program, meet with the ground team, interview the Fellows, and conduct due diligence. Used the media from the trip in marketing efforts for the 2010 gala.
    View
  • Delta Phi Omega Sorority, Inc.
    National Vice President Of Expansion
    Delta Phi Omega Sorority, Inc. Jul 2005 - Oct 2006
    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 and community.April 2003 Founding Mother, University of Florida Colony • Chartered the first South Asian interest sorority at the University of Florida with philanthropic emphasis on Children’s Education and Literacy.• National beneficiaries include: Asha for Education, Pratham, and CARE. • Organized community service events, and fundraised effectively to become a financially stable organizationfor recognition into the Multicultural Greek council.
    View
  • Merrill Lynch & Co Corporate Headquarters
    Legal Analyst - Fds/Third Party Services
    Merrill Lynch & Co Corporate Headquarters Jul 2005 - Sep 2006
     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 with elevated cases. Organized strategies with Outside Counsel to obtain extensions,minimized production of financial information, and negotiated deposition appearance to benefit the firm and the client. Complied with legal documents, such as, subpoenas, garnishments, levies, restraining notices, and court orders under shortdeadlines in a fast paced environment. Liaison between Outside Counsel, internal operations, and branch representatives, specifically Branch Managers and FinancialAdvisors. Responsible for team inventory control, and submitted RFP for budget exceptions. Third Party Services relocated from New Jersey. As a new team, all procedures were enhanced and upgraded using six sigmamethodology, best practices evaluation, and statistical reporting. The significant changes included technological advances,procedural modifications, and Standard Level Agreement tracking. Grasped vast knowledge of Merrill Lynch Pierce systems, account types, asset interpretation, and securities industry knowledge. Implemented the Best Practices Evaluation to gather data from the team on specific procedures, for example, New YorkRestraining Orders and Execution Notice, Liquidating Securities, and more. Nominated for Responsible Citizenship Award, in recognition of contribution to the ML Principle. Third Party Services receivedthe Team Player Award, and numerous awards for campus participation. Participated in Leukemia Light the Night Walk, Junior Achievement volunteer, Six Sigma Awareness, and avid representative in the Jacksonville community.
    View

Anita Patel Skills

Wealth Management Risk Management Management Asset Management Equities Financial Services Fixed Income Investments Portfolio Management Securities Alternative Investments Series 7 Finra Uniform Combined State Law Project Management

Anita Patel Education Details

Frequently Asked Questions about Anita Patel

What company does Anita Patel work for?

Anita Patel works for Morgan Stanley

What is Anita Patel's role at the current company?

Anita Patel's current role is 19+ years in Financial Services • Non Profit Executive Leadership • Advocate for education, gender equity, and socioeconomic mobility • The Fresh Air Fund Mentor • Nanubhai EmpowHER Circle.

What is Anita Patel's email address?

Anita Patel's email address is an****@****ubs.com

What schools did Anita Patel attend?

Anita Patel attended University Of Florida - Warrington College Of Business.

What are some of Anita Patel's interests?

Anita Patel has interest in Florida Gator Football, Professional Networking, Community Service, Traveling, Education, South Asian Awareness.

What skills is Anita Patel known for?

Anita Patel has skills like Wealth Management, Risk Management, Management, Asset Management, Equities, Financial Services, Fixed Income, Investments, Portfolio Management, Securities, Alternative Investments, Series 7.

Who are Anita Patel's colleagues?

Anita Patel's colleagues are Rahul Aggarwal, Traci Bilas, Jack Martin-Dyer, Julie Farrington, Corey Fleisher, Lesley-Anne Mcglone, Antonio Musumeci.

Not the Anita Patel you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.