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Dev Patel Email & Phone Number
FP and A Analyst
at
Excel Fitness
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
FP and A Analyst
Location
New York, New York, United States
Company size
Who is Dev Patel? Overview
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Quick answer
Dev Patel is listed as FP and A Analyst at Excel Fitness, a company with 240 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Dev Patel.
Dev Patel previously worked as Investment Banking Analyst Intern at Castle Placement and Graduate Teaching Assistant at Brandeis International Business School. Dev Patel holds Master Of Science - Ms, Finance, General, 3.65 from Brandeis International Business School.
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Excel Fitness
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Profile bio
About Dev Patel
I am currently an Investment Banking Intern at Castle Placement in New York City, where I conduct comprehensive company and industry research, craft compelling deal marketing materials, and perform valuation analyses using various financial models. Previously, as a Senior Analyst Intern at Sakira LLC, I developed client presentations, built detailed financial models, and conducted in-depth market research. My role at Atul Investment involved managing a portfolio for high-net-worth clients, demonstrating my ability to conduct thorough analysis, assess risks, and provide tailored financial advice.Throughout my career, I have developed integrated financial models, including 3-statement, precedent transactions, DCF, and merger models. I am proficient in using tools such as Excel, Bloomberg, and FactSet. My strong communication, attention to detail, and collaborative skills complement my technical expertise, making me well-suited for roles in financial services.I hold a Master of Science in Finance from Brandeis International Business School, with a concentration in Corporate Finance and Valuation, and a Bachelor of Financial Markets from Mithibai College, Mumbai. Both my academic and professional experiences have cultivated a passion for financial modeling and valuation analysis within me. Moving forward, I'm looking for Full-Time opportunities in investment banking and financial services, that will help me get closer to my goal.If you have similar interests, I'd love to connect with you to hear your side of the story. Reach me at devpatel@brandeis.edu.
Current workplace
Dev Patel's current company
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Excel Fitness
9 roles
Dev Patel work experience
A career timeline built from the work history available for this profile.
Investment Banking Analyst Intern
Aug 2023 - Dec 2023
Student Office Assistant (Office Of Academic Affairs And Student Experience)
Jan 2023 - Dec 2023
2023 Orientation Leader
- Lead a group of incoming students, providing prompt responses to concerns and inquiries, while serving as a positive social and academic role model
- Educate new students about various resources and student services available at the Business School
Jun 2023 - Sep 2023
Senior Analyst Private Equity Intern
- Crafted 10+ client presentations for prospective acquisition across industries by conducting financial analysis, valuation modeling (LBO, precedent transactions using CapIQ), and market research to facilitate.
- Researched and identified micro-niches within information technology sector to pitch founder for targeted investment opportunities, developed and presented investment theses for promising companies and business models
- Assessed 6 CIMs for… Show more
- Assessed 6 CIMs for potential acquisitions and interacted with business brokers representing sell-side advisory clients to gather critical information, ensuring thorough due diligence and informed decision-making.
May 2023 - Aug 2023
Member
-Worked as an analyst for a $200,000 student-managed fund with the goal of providing hands-on experience in fundamental equity research and portfolio management which belongs to Brandeis Endowment fund-Pitch securities via PowerPoint after conducting due diligence-Analyze economic news and company earnings through Bloomberg Terminal and FactSet
Sep 2022 - Jan 2023
Financial Relationship Manager
Atul Investment (Franchise Of Motilal Oswal Securities Ltd)
- Developed customized financial plans for High-Net-Worth clients by reviewing individual requirements, risk tolerance, and financial goals, resulting in a 20% increase in assets under management
- Conducted in depth informational calls with clients to determine investor behavior leading to manage portfolio of $2 million; performed stock valuation process for 10 clients in collaboration with 3 market valuation.
- Created investment presentations by performing fundamental analysis:… Show more
- Created investment presentations by performing fundamental analysis: studied 10K and 10Q reports of companies under coverage, to provided client relationship support to secure small business clients and reduced client.
Nov 2021 - Jun 2022
Junior Research Associate
- Analyzed financial models in information technology industry to identify revenue drivers, KPIs, growth drivers and making detailed consensus data of forecasted periods for buy side and corporate clients to support.
- Implemented innovative techniques to streamline extraction process of financial data for consensus reports, resulting in 30% reduction in time spent on model allocation, ensuring timely delivery of information to.
- … Show more
- Accomplished more than 8 quarterly revisions on regular basis by updating financial models received by investment banks; presented updated reports to senior management of various companies according to clients need.
Jul 2021 - Oct 2021
4 education records
Dev Patel education
Master Of Science - Ms, Finance, General, 3.65
Bachelor Of Commerce - Bcom, Finance, General, 3.51
Hsc, Business/Commerce, General, 82.6%
Cbse, 88.2%
Birla School, Kalyan
FAQ
Frequently asked questions about Dev Patel
Quick answers generated from the profile data available on this page.
What company does Dev Patel work for?
Dev Patel works for Excel Fitness.
What is Dev Patel's role at Excel Fitness?
Dev Patel is listed as FP and A Analyst at Excel Fitness.
Where is Dev Patel based?
Dev Patel is based in New York, New York, United States while working with Excel Fitness.
What companies has Dev Patel worked for?
Dev Patel has worked for Excel Fitness, Castle Placement, Brandeis International Business School, Sakira Llc, and Brandeis Global Markets Investment Club.
How can I contact Dev Patel?
You can use AeroLeads to view verified contact signals for Dev Patel at Excel Fitness, including work email, phone, and LinkedIn data when available.
What schools did Dev Patel attend?
Dev Patel holds Master Of Science - Ms, Finance, General, 3.65 from Brandeis International Business School.
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