Jintal Patel
Vice President, Associate Market Manager at Morgan Stanley
- Role
- Vice President at Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jintal Patel
Client-focused and solution-driven leader, leveraging deep financial industry experience coupled with solid business and communication acumen to build client relationships, expand assets under management, generate revenue, and exceed client expectations while helping to minimize company risk exposure. Accomplished manager with proven success training and developing staff to provide excellent service and support while maintaining strict adherence to industry regulations and corporate policies/procedures. Effective in cultivating communication and collaboration across functions and with all levels of the organization, promoting seamless daily.
Experience
Vice President
Dec 2022 — Present · Houston, TX, US
Drive revenue growth through development and execution of strategic and tactical initiatives.© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Patel may only transact business in states where he/she is registered or excluded or exempted from registration.\"http://brokercheck.finra.org\" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Jintal Patel is not registered or excluded or exempt from registration.
Education
St. Francis De Sales, Nagpur University
Bachelor's Degree
1999 — 2002
Skills
- • Relationship Building and Management
- Series 63
- Team Building
- Management
- • Data Tracking, Analysis, and Reporting
- Banking
- Mutual Funds
- Analysis
- • New Business Development
- Mana
- Series 9 and 10
- Leadership
- • Client Education and Advising
- Series 7
- Sales
- Training
- Trading
- Financial Services
- Crm
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