Kruti Patel

Account Administrator: Transfer Agency at Continental Stock

Kruti Patel is a Client-focused Relationship Manager with expertise in Transfer Agency and financial services. At Continental Stock Transfer & Trust Company, Kruti effectively communicates with business clients to address their financial needs. Previously at Broadridge, Kruti managed a portfolio of 26 clients across various industries. At BNY Mellon, Kruti served as a Team Leader and Vice President, overseeing a team of Trust Associates and providing top-tier client service in ABS/Resecuritizations. With a Bachelor's degree in Management Science from Kean University, Kruti excels in cultivating relationships and driving success in the financial services industry.

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Timeline

  • Account Administrator: Transfer Agency

    July, 2020 - present

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