Danny K. Patel

Danny K. Patel Email and Phone Number

Investment Analyst | CFA level III Candidate @ DFE Capital Management
Danny K. Patel's Location
Scottsdale, Arizona, United States, United States
Danny K. Patel's Contact Details

Danny K. Patel work email

Danny K. Patel personal email

n/a
About Danny K. Patel

Investment Analyst for DF Enterprises (Single Family Office based in Scottsdale, Arizona);CFA Level III Candidate

Danny K. Patel's Current Company Details
DFE Capital Management

Dfe Capital Management

View
Investment Analyst | CFA level III Candidate
Danny K. Patel Work Experience Details
  • Dfe Capital Management
    Investment Analyst
    Dfe Capital Management Aug 2021 - Present
    Phoenix, Us
    ➥ Provide fundamental and qualitative analysis on current and potential investments, managers, and accounts across equity, fixed income, and cash markets.➥ Source, diligence, actively monitor and evaluate external investment managers and cohere with key stakeholders on investment guidelines, performance assessments, and tax planning.➥ Lead the investment performance reporting process to produce investment presentations, manager research reports, asset allocation studies, manager due diligence, economic and market reviews to present to company leadership and stakeholders.➥ Provide analytical contribution for portfolio management functions; including asset allocation, strategy implementation, performance measurement, tax management, and risk mitigation.
  • Fitch Ratings
    Associate Director
    Fitch Ratings Jan 2020 - Aug 2021
    New York, New York, Us
    • Perform detailed analysis of key quantitative and qualitative factors influencing credit quality of companies in the Latin American Telecom and Real Estate sectors;• Develop and maintain comprehensive and accurate financial models and forecasts;• Conduct in-depth meetings with industry management teams;• Present comprehensive analysis of companies to internal credit rating committees;• Involved in communicating rating rationale to external audiences (primarily institutional investors, sell-side analysts and media) in meetings, conference calls, press releases and written research reports;• Participate in the evaluation of other Latin American credits within Corporates, as well as other related credit groups;• Write and publish press releases and research reports;• Support the development of junior analysts by providing analytical guidance and mentorship.
  • Fitch Ratings
    Senior Analyst
    Fitch Ratings Jan 2019 - Dec 2019
    New York, New York, Us
    Primary Credit Analyst - Latin America Corporate Credit Ratings. Responsible for:• Assigning/monitoring Fitch's credit ratings for over 15 companies mainly within the telecommunications, real estate, and auto supplier sectors;• Applying financial modeling skills to capture and accurately forecast performance and credit risk;• Regularly publishing various in-depth analytical research reports;• Remaining highly versed in covered industries through research, news, and regular meetings with C-level executives of Fitch-rated entities.• Supporting the development of junior analysts by providing analytical guidance and mentorship
  • Fitch Ratings
    Analyst
    Fitch Ratings Sep 2016 - Dec 2018
    New York, New York, Us
    Latin America Corporate Credit Ratings• Performed analysis of key quantitative and qualitative factors influencing credit quality of companies in various sectors including telecommunications, real estate, airlines, and auto suppliers.
  • Fitch Ratings
    Associate Analyst
    Fitch Ratings Jul 2015 - Aug 2016
    New York, New York, Us
    Latin America Corporate Ratings• Assisted primary credit analysts with the preparation and presentation of credit rating committees;

Danny K. Patel Skills

Microsoft Excel Financial Analysis Teamwork Microsoft Office Customer Service Team Leadership Sales Operations Time Management Customer Oriented Data Analysis Leadership Powerpoint Microsoft Word Customer Satisfaction Social Networking Fixed Income Analysis

Danny K. Patel Education Details

  • Depaul University
    Depaul University
    Accounting

Frequently Asked Questions about Danny K. Patel

What company does Danny K. Patel work for?

Danny K. Patel works for Dfe Capital Management

What is Danny K. Patel's role at the current company?

Danny K. Patel's current role is Investment Analyst | CFA level III Candidate.

What is Danny K. Patel's email address?

Danny K. Patel's email address is da****@****ngs.com

What schools did Danny K. Patel attend?

Danny K. Patel attended Depaul University.

What skills is Danny K. Patel known for?

Danny K. Patel has skills like Microsoft Excel, Financial Analysis, Teamwork, Microsoft Office, Customer Service, Team Leadership, Sales Operations, Time Management, Customer Oriented, Data Analysis, Leadership, Powerpoint.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.