Patricia Crystal Kalish Email and Phone Number

I joined Merrill in 2019 as a Wealth Management Client Associate for the Vasel/ Bowman & Associates team. My primary role is to assist with processing account openings, banking needs, money transfer requests and generally to provide reliable and convenient client service that is in line with our team's Mission Statement of providing the most trusted financial experience.As of 2023, I was most recently ranked #101/500 out of over 6,000 for being one of the top performing Wealth Management Client Associates through Merrill Lynch’s Responsible Service Growth Award (RSGA) Program.

I was responsible for routing phone calls to agents throughout our office and other administrative tasks from processing clearing checks to setting up appointments and assisting the office staff with marketing projects to bring in more clients.