Panna Patel
About Panna Patel
Panna Patel is a Client Manager specializing in KYC as a Service at Thomson Reuters, with over seven years of experience in managing client relationships in the financial services sector. She has a diverse background that includes roles at HSBC and Lloyds Banking Group, and she holds a Bachelor's degree in Business Administration from The University of Salford.
Work at Thomson Reuters
Panna Patel has been serving as a Client Manager for KYC as a Service at Thomson Reuters since 2017. In this role, she manages client relationships within the financial services sector, focusing on compliance and risk management. Her position in Toronto, Ontario, Canada, involves ensuring that clients meet regulatory requirements and maintain high standards in their operations.
Professional Experience in Financial Services
Panna Patel has extensive experience in the financial services industry, having held various roles primarily at HSBC and Lloyds Banking Group. She worked as a Commercial Manager at HSBC Commercial Banking from 2009 to 2013 and as a Business Banking Specialist at HSBC Retail Banking and Wealth Management from 2007 to 2008. Her roles have included managing client relationships, business banking, and compliance as a KYC/AML Specialist.
Education and Expertise
Panna Patel graduated from The University of Salford with a Bachelor of Arts in Business Administration and Business Finance, which she completed from 1997 to 1999. She also studied Business Administration and Business Studies at North Area College, Stockport, from 1995 to 1997. Her educational background provides a solid foundation for her work in financial services and client management.
Background in Customer Service
Panna Patel has a strong background in customer service, having worked in multiple roles within customer service centers and retail banking at Lloyds Banking Group from 2000 to 2004. Her experience in these roles has contributed to her skills in business relationship management and effective client interactions, which are critical in her current position.
International Experience
Panna Patel has a proven track record of working in both the UK and Canada, showcasing her adaptability in the financial services sector. Her experience spans various roles and responsibilities, allowing her to develop a comprehensive understanding of the industry's requirements and client needs across different markets.