Senior Client Service Manager @ (February 2023 - March 2024)
Investment Services @ (July 2021 - February 2023)
Institutional Client Service Manager @ (April 2019 - June 2021)
Event Coordinator @ Events by Kinjal (April 2014 - August 2015)
Financial Specialist @ (September 2013 - January 2014)
Internal Regional Business Consultant @ (November 2012 - August 2013)
Financial Advisor @ (June 2011 - October 2012)
Priya Patel Education
Kean University
Bachelor's degree (Political Science and Government)
SUNY Westchester Community College
Excel 1 & 2 classes
2018
Priya Patel Skills
Banking
Business Analysis
Business Strategy
CRM
Customer Service
Financial Analysis
Investments
Management
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Project Management
Risk Management
Strategic Planning
Priya Patel Summary
Priya Patel, based in United Arab Emirates, is currently a Senior Executive Officer (SEO) | VP, Client Solutions - Middle East at iCapital. Priya Patel brings experience from previous roles at Man Group and Schroders. Priya Patel holds a Bachelor's degree in Political Science and Government @ Kean University. With a robust skill set that includes Banking, Business Analysis, Business Strategy, CRM, Customer Service and more. Priya Patel has 2 emails and 2 mobile phone numbers on RocketReach.
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