Arnav Patel Email & Phone Number

Washington, DC, US

New York City Metropolitan Area

• Shadowed brokers from 5 different financial markets by refamiliarizing myself with financial terms and arbitrage strategies which furthered my knowledge of the connection between financial markets and brokering.
• Contracted 8-10 bulge-bracket financial institutions by creating customized brokerage data packages which led to an additional $25,000+ in new client revenue per month.
• Assisted in cleaning and verifying broker trading data from over the last 20+ years by cross-referencing historical data amongst competing data solutions companies which resulted in a 98% error-free data rate.

Washington, District Of Columbia, United States

• Calendarized office hours for all 17 finance professors by strategically scheduling 10-15 daily meetings with students which enhanced efficiency and fostered an organized and productive environment.
• Created 10+ digital flyers tailored to both undergraduate and graduate students, effectively conveying all upcoming GWSB events which resulted in a surge in attendance.
• Introduced an RTF (registration transaction form) tracking system using filter-based Excel sheets, which streamlined and reduced the processing time per document by more than 50%.

Dallas, Texas, United States

• Compiled 25 excel sheets containing research of 200+ prospective companies to outreach, which resulted in 20 initial partnership meetings as well as 5 new bank-client relationships.
• Discussed financial distress with teachers across North Texas school districts which allowed for the creation of customized pitch decks for education workers and led to a $118,000 increase in projected revenue for 2023.
• Expedited internal operations through creating a 5-page visualized flow chart for retail bankers to utilize which generated an increase in partnership opportunities and deal revenues.

Washington, District Of Columbia, United States

• Executed two profit shares and a joint organization event, raising close to $1,000, which resulted in reduced dues and ensured more affordable events for future semesters.
• Restructured the bylaws to implement an incentive-based payment system for fines related to missed events and event payments, resulting in a 20% reduction in member suspension rates for the semester.
• Developed a 10-Page transition guide outlining all fundraising contacts and essential accounting materials, which ensured a smooth financial transition for the fraternity and facilitated seamless handovers for future.

Washington, District Of Columbia, United States

Washington, District Of Columbia, United States

• Analyzed over 150 graduate students weekly by using salesforce to ensure incoming applicants had correct documentation to meet decision deadlines.
• Coordinated bi-weekly group projects within the Asana software to streamline and digitalize over 8,000 documents leading to an efficient workplace.
• Answered 100-200 phone calls and emails weekly relating to admissions questions and concerns to effectively communicate imperative admissions information.

Scott, Pennsylvania, United States

• Accomplished department objectives by managing a diverse 15 person staff; included planning and evaluating over 5 different department activities, in order to operate as a team.
• Maintained quality service by enforcing customer service standards and communicating job expectations, resulting in a third consecutive year without customer complaints.
• Planned financial objectives by forecasting requirements, preparing an annual budget, scheduling expenditures, analyzing variances, all helping in contributing to a 15% profit increase over the past year.

Washington, District Of Columbia, United States

• Utilized company contacts to outreach over 500 different politicians and media companies which resulted in 8 verified company partnerships.
• Provided daily feedback on partnership research for business development initiatives which resulted in a 15% increase in social media engagement.
• Provided our content team with marketing insight regarding articles and infographics which led to a revenue increase of over 10% and a follower increase of over 20%.

Dickson City, Pennsylvania, United States

• Aided in preparing information and research materials for over 5 different presentations; typed over 15 financial reports while managing files regarding natural gas mining and its prices.
• Collaborated with fellow company accountants to create a new company budget, which ended up reducing company cost by 10% in comparison to the previous year.
• Ensured organization of information through answering phone inquiries, directing calls, and providing basic company information; oversaw mail delivery, packages, and couriers.

Dickson City, Pennsylvania, United States

• Applied extensive salesmanship skills, which helped me in breaking the location revenue record by accounting for over 27% of the products sold.
• Specialized in finding customer needs, establishing rapport with over 10,000 customers, allowing me to cater to their needs and preferences.
• Communicated and established 3 different events where customers could come and take advantage of sales and discounts, allowing sales to be increased by 22% for those event weeks.