Atul S. Email & Phone Number

Chennai, Tamil Nadu, India

Houston, Texas, United States

- Performed the due diligence process with a team on various startups presenting our recommendations to a panel of angel investors with the NEOSVF group. - This included regularly speaking with business owners, discussing their products and performance as well as studying their finances to get a full picture of their businesses and potential before making recommendations to the board.

Student managed endowment fund currently valued at over 5,000,000$ - As a trustee was responsible for regularly keeping up with the portfolio and introducing new investments.

Atlanta, Georgia

- Generated data driven solutions to identify and combat client churn. My model was 95% accurate and supported the client management teams in reducing attrition. - Built dashboards for sales teams to efficiently understand clients needs by summarizing their businesses into simple analytics, thereby boosting sales. *Used Python, Rstudio, Power BI, Tableau, Microsoft Office and SQL

Mumbai Area, India

-Developed an acquisition strategy for the company specifically relating to a significant merger in the industry. - Conducted extensive market research by using platforms like Bloomberg terminal and CapIQ

- Separated client portfolios based on risk appetite and matched them with respective investment opportunities.- Conducted extensive market research and generated reports on competitor performance.

Bachelor Of Arts (B.A.)

Education record