Anita Patel

Anita Patel

Morgan Stanley Private Wealth Management - The Royal Banyan WM Group• Non Profit Executive Leadership• Advocate for education, gender equity, and socioeconomic mobility• The Fresh Air Fund Mentor•Nanubhai EmpowHER Circle

Role
Business Develpment Director Private Wealth Management at Morgan Stanley
Location
New York, NY, US
LinkedIn followers
500 followers

About Anita Patel

Dedicated Financial Services professional with significant operational and client facing…

Experience

  1. Business Develpment Director Private Wealth Management

    Morgan Stanley

    Apr 2025 — Present · Palm Beach, FL, US

Education

  • University of Florida College of Journalism and Communications

    Bachelor of Business Administration - BBA, Mass Communication

  • University of Florida - Warrington College of Business

    Business Administration, Specialization in Mass Communication

    2001 — 2005

Skills

  • Finra
  • Project Management
  • Series 7
  • Uniform Combined State Law

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