Advisory Board Member Profile 2018
Kalpesh H. Patel
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Morgan Stanley Wealth Management
Financial Advisor I The Burns Haurin Group Areas of Expertise
Big Data & Marketing; Implementation Issues with Big Data
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After working 17 plus years in the financial services industry in New York City, Kal moved to Montgomery County, PA and joined the Doylestown office of Morgan Stanley in 2017.
Professional Experience:
Community Involvement:
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