Anjeli Patel

About This Project

Anjeli joined Stratus in 2023 as a part-time investment administration staff member.

Her role includes supporting our Financial Advisors, who manage our client’s investment portfolios on WealthView and Consilium.

Anjeli’s role is part-time alongside studying – her email address is

Anjeli cannot give financial advice, please refer to Jude Drummond/ Stratus Advisor via this link