Hannali Patidar Email & Phone Number

Philadelphia, Pa, Us

Wayne, Pennsylvania, United States

• Play a pivotal role in the integration of Tamarac and Orion platforms by collaborating with C-suite executives to develop and execute a comprehensive roadmap. Serve as a key decision-maker in critical discussions, ensuring seamless transition and optimization of processes. • Successfully manage a portfolio of 200+ households, providing exceptional client service and support. Develope and maintain strong client relationships through proactive communication and problem-solving.• Mentor and trained a new client associate, fostering a collaborative and supportive work environment.• Streamline office operations as the Office Manager, optimizing workflows and enhancing overall efficiency.

Wayne, Pennsylvania, United States

Served as a key client relationship manager, ensuring seamless account management and operational efficiency through process improvement, regulatory compliance, and successful project execution.

Newark, Delaware, United States

Newark, Delaware, United States

Delivered exceptional client service and operational excellence in Alternative Investments by driving digital transformation initiatives, including DocuSign implementation and process automation, leading to increased efficiency and revenue generation.

Greater Philadelphia Area

Demonstrated strong project management and marketing skills through successful execution of large-scale events and digital campaigns, including social media management, email marketing, and vendor coordination.

Greater Philadelphia Area

Served as a Campus Philly brand ambassador, engaging with over 100 students and promoting Philadelphia resources through targeted outreach and digital platforms.

Rome Area, Italy

Contributed to a safe and welcoming environment for over 200 refugees by providing essential computer literacy training and organizing successful fundraising events. This experience was incredibly rewarding and provided invaluable insights into the challenges faced by refugee communities.

Bachelor Of Business Administration - Bba, International Business/Marketing & Minor In Media Communication Studies

Activities and Societies:Alpha Xi Delta Fraternity • Continuous Open Bidding Chair No Limits Leadership Seminar - March 31, 2017 • Attendee

Coding Bootcamp: Certification, Full Stack Flex Program

Skills Learned: HTML, CSS, Javascript, NodeJS, Firebase, SQL, MongoDB, Bootstrap, Express, React