Panthini Patel

Panthini is an experienced financial services professional with over 19 years of combined experience in the financial industry and retail management. She specializes in business operations, financial account servicing, client relationship management, and process improvement. Panthini is also known for her attention to detail and dedication to delivering exceptional client experiences. She holds a bachelor’s degree in Human Resources from the University of Phoenix and is currently preparing for the Series 7 license to broaden her capabilities and better serve clients. Outside of work, Panthini enjoys shopping, playing badminton, spending quality time with her family, relaxing at the beach, and traveling with her husband.