Aadi Patel Email & Phone Number

Wakefield, MA, US

Bedford, New Hampshire, United States

Medford, Massachusetts, United States

• Developed and maintained 5+ Excel spreadsheets to highlight, analyze, and present key information from asset managers, hedge funds, wealth managers, asset owners, and custodians.
• Conducted research using GDP, inflation rates, and other economic indicators from over 150+ countries and various regions to update and refine existing policies in collaboration with the finance team.
• Facilitated communication across 2+ teams daily to ensure seamless collaboration and project success.
• Extracted and consolidated data from multiple custodian banks, streamlining workflows and improving accuracy.
• Rapidly adapted to and utilized over 3+ new systems and software, including client portals and Jira, to improve operational efficiency and productivity.

Saugus, Massachusetts, United States

• Maintained a balanced cash drawer with 100% accuracy rate, reducing discrepancies and ensuring financial integrity.
• Managed and handled 25+ transactions and $5000+ on a shift-to-shift basis in an accurate and time efficient manner.
• Delivered exceptional customer service by assisting customers from both in-store and drive-thru in account related issues and other transactions with precision and attention to detail.

San Francisco, California, United States

• Performed in-depth research in the renewable energy sector, identifying key drivers, macro-trends, challenges, risks, and emerging companies for investment opportunities.
• Analyzed financial data within the renewable energy sector to support informed decision-making for portfolio managers and venture capital investors.
• Developed and presented a pitch deck on the hydrogen energy market, outlining key trends for venture capital investment.
• Conducted due diligence on 4+ renewable energy startups, analyzing their strengths, weaknesses, and providing comprehensive reasoning and analysis for potential investment opportunities

Wakefield, Massachusetts, United States

• Assisted 100+ customers on each shift with inquiries and concerns, product recommendations, anticipating needs to retrieve or direct customers to desired goods, and aiding older customers with groceries to their vehicles
• Ensure all product on the floor is organized and stocked and the store cleanliness is maintained at a high standard
• Effectively communicated with colleagues in completing tasks in a timely and efficient manner

Wakefield, Massachusetts, United States

• Collaborated amongst league coordinators, scoring officials, coaches, players, and other referees to make 2-3 games run on time and according to schedule
• Taught and explained various rules and actions players from ages 6-8 could implement to further knowledge in future games
• Resolved numerous conflicts among coaches, players, and referees with different foul calls
• Performed decisively under pressure while managing objections of parents, coaches and players regarding controversial decisions

M.S., Finance

Bachelor Of Science - Bs, Corporate Finance And Accounting, Junior

Activities and Societies: Bentley Investment Group, South Asian Student Association, Bentley Intramural Flag Football and Bentley.

High School Diploma