
Mina Patel was introduced to the securities industry in 1988. Most of her experience comes from her working in offices where she managed various financial advisors’ practices. Currently, as VP of Client Relations Manager for Robert Taylor, one of the things she enjoys is overseeing the service department and ensuring that every request is appropriately completed. Mina helps keep the office in compliance with various policies and regulations. Mina is also responsible for scheduling and preparing for any portfolio review appointments.