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Ashwini Patil Email & Phone Number
Head of Trading and Portfolio Analysis
at
GoalVest Advisory
1 work email found
@goalvestadvisory.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Trading and Portfolio Analysis
Location
New York City Metropolitan Area, United States
Company size
Who is Ashwini Patil? Overview
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Quick answer
Ashwini Patil is listed as Head of Trading and Portfolio Analysis at GoalVest Advisory, a with 11 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at goalvestadvisory.com and a matched LinkedIn profile for Ashwini Patil.
Ashwini Patil previously worked as Head of Trading & Portfolio Analysis at Goalvest Advisory and Portfolio Analyst at Goalvest Advisory. Ashwini Patil holds Master’S Degree, Financial Engineering from Stevens Institute Of Technology.
Company email context
Email format at GoalVest Advisory
This section adds company-level context without repeating Ashwini Patil's masked contact details.
{first}@goalvestadvisory.com
89% confidence
AeroLeads found 1 current-domain work email signal for Ashwini Patil. Compare company email patterns before reaching out.
Profile bio
About Ashwini Patil
Ashwini Patil is a Head of Trading and Portfolio Analysis at GoalVest Advisory. She possess expertise in powerpoint, data analysis, financial analysis, portfolio management, microsoft office and 44 more skills. She is proficient in Marathi.
Listed skills include Powerpoint, Data Analysis, Financial Analysis, Portfolio Management, and 45 others.
Current workplace
Ashwini Patil's current company
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Goalvest Advisory
5 roles
Ashwini Patil work experience
A career timeline built from the work history available for this profile.
Head Of Trading & Portfolio Analysis
Portfolio Analyst
Sales & Trading Associate
Bullion Assets Management
• Developed a technical indicator (CCI Ratio) for MetaTrader 4 (MT4) platform to determine the short-term market outlook using the Commodity Channel Index (CCI) as a model.• Back-tested the CCI Ratio to achieve an accuracy of 70%• Analyzed the precious metals market using fundamental and technical skills to prepare weekly outlook report for High Networth Clients and Industry partners• Expanded structured finance and derivatives knowledge by completing the CMFAS exam and working with the product development team to create exotic yield-generating products• Created and managed the firm’s weekly Sentiment Index for the Gold industry • Streamlined the operations processes by building an Excel CRM system to track customer trades
May 2015 - Apr 2016
Research Analyst Intern
• Simplified and enhanced sales process by consolidating the customer’s data to analyze their buying patterns• Created detailed reports of different precious metals firms such as pawnshops and online trading platforms for business expansion ideas
Jun 2014 - Apr 2015
Team & coworkers
Colleagues at GoalVest Advisory
Other employees you can reach at goalvestadvisory.com. View company contacts for 11 employees →
DA
David Abella
Colleague at Goalvest AdvisoryNew York, United States
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HJ
Harry J. Martin
Colleague at Goalvest AdvisoryDallas, Texas, United States
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CL
Chen Li, Cfa
Colleague at Goalvest AdvisoryNew York City Metropolitan Area, United States
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KP
Katharine Pritsos
Colleague at Goalvest AdvisoryNew York, United States
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SV
Sedrak V.
Colleague at Goalvest AdvisoryBrooklyn, New York, United States
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David Abella
Colleague at Goalvest AdvisoryNew York, United States
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HJ
Harry J. Martin
Colleague at Goalvest AdvisoryDallas, Texas, United States
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CL
Chen Li, Cfa
Colleague at Goalvest AdvisoryNew York City Metropolitan Area, United States
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KP
Katharine Pritsos
Colleague at Goalvest AdvisoryNew York, United States
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SV
Sedrak V.
Colleague at Goalvest AdvisoryBrooklyn, New York, United States
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2 education records
Ashwini Patil education
Master’S Degree, Financial Engineering
Bachelor Of Business Administration (Bba), Finance (International Trading) And Operations Management
FAQ
Frequently asked questions about Ashwini Patil
Quick answers generated from the profile data available on this page.
What company does Ashwini Patil work for?
Ashwini Patil works for GoalVest Advisory.
What is Ashwini Patil's role at GoalVest Advisory?
Ashwini Patil is listed as Head of Trading and Portfolio Analysis at GoalVest Advisory.
What is Ashwini Patil's email address?
AeroLeads has found 1 work email signal at @goalvestadvisory.com for Ashwini Patil at GoalVest Advisory.
Where is Ashwini Patil based?
Ashwini Patil is based in New York City Metropolitan Area, United States while working with GoalVest Advisory.
What companies has Ashwini Patil worked for?
Ashwini Patil has worked for Goalvest Advisory, Bullion Assets Management, and Goldsilver Central Pte Ltd.
Who are Ashwini Patil's colleagues at GoalVest Advisory?
Ashwini Patil's colleagues at GoalVest Advisory include David Abella, Harry J. Martin, Chen Li, Cfa, Katharine Pritsos, and Sedrak V..
How can I contact Ashwini Patil?
You can use AeroLeads to view verified contact signals for Ashwini Patil at GoalVest Advisory, including work email, phone, and LinkedIn data when available.
What schools did Ashwini Patil attend?
Ashwini Patil holds Master’S Degree, Financial Engineering from Stevens Institute Of Technology.
What skills is Ashwini Patil known for?
Ashwini Patil is listed with skills including Powerpoint, Data Analysis, Financial Analysis, Portfolio Management, Microsoft Office, Data Visualization, Fixed Income, and Equities.
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