Jaanam Bhatt
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Jaanam Bhatt Email & Phone Number

3rd Year Finance Student at Emory University | Goizueta Business School at Vermilion Rock Advisors
Location: Alpharetta, Georgia, United States 2 work roles 4 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Vermilion Rock Advisors
Role
3rd Year Finance Student at Emory University | Goizueta Business School
Location
Alpharetta, Georgia, United States
Company size
23 employees

Who is Jaanam Bhatt? Overview

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Quick answer

Jaanam Bhatt is listed as 3rd Year Finance Student at Emory University | Goizueta Business School at Vermilion Rock Advisors, a with 23 employees, based in Alpharetta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Jaanam Bhatt.

Jaanam Bhatt previously worked as Investment Banking Summer Analyst at Vermilion Rock Advisors and Financial Services Consultant at Harine Financial. Jaanam Bhatt holds Bachelor Of Business Administration - Bba, Finance, General from Emory University - Goizueta Business School.

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Email format at Vermilion Rock Advisors

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Vermilion Rock Advisors

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Profile bio

About Jaanam Bhatt

Currently a third-year BBA student at the Goizueta Business School concentrating in Finance. I have prior experience as an investment banking summer analyst, financial services consultant, and finance analyst. Two universal skills that I have improved upon during all of my roles are problem-solving skills and client-facing skills. Always seeking to find the most optimal solutions and recommendations for individual and institutional clients.

Current workplace

Jaanam Bhatt's current company

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Vermilion Rock Advisors
Vermilion Rock Advisors
3rd Year Finance Student at Emory University | Goizueta Business School
Website
vermilionrock.com
Employees
23
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2 roles

Jaanam Bhatt work experience

A career timeline built from the work history available for this profile.

Investment Banking Summer Analyst

Current
Vermilion Rock Advisors

St George, Utah, United States

M&A

May 2024 - Present

Financial Services Consultant

Harine Financial

Atlanta Metropolitan Area

◦ Evaluated needs of 150+ clients by conducting initial financial need analyses and explaining offered products and services such as 401(k) rollovers, will & trust, indexed universal life insurance, term life insurance, annuities, and estate planning◦ Recommended the most optimal financial products by preparing detailed illustrations and generating quotes from insurance providers including AIG, Allianz, Athene, Corebridge, Lincoln Financial, Nationwide, and North American Company◦ Initiated policy and contract underwriting procedures with a focus on compliance and documentation and provided insights on products to clients; conducted and generated 401(k), IRA, and Roth IRA rollovers with a value of over $5M

Sep 2023 - Apr 2024
Team & coworkers

Colleagues at Vermilion Rock Advisors

Other employees you can reach at vermilionrock.com. View company contacts for 23 employees →

CP Christian Page Christian Page Colleague at Vermilion Rock AdvisorsSalt Lake City, Utah, United States View → AP Arav Patel Arav Patel Colleague at Vermilion Rock AdvisorsGreater Myrtle Beach Area, United States View → KG Karina Gladka Karina Gladka Colleague at Vermilion Rock AdvisorsPhiladelphia, Pennsylvania, United States View → RZ Rick Zhang Rick Zhang Colleague at Vermilion Rock AdvisorsNew York City Metropolitan Area, United States View → ZF Zachary Frame Zachary Frame Colleague at Vermilion Rock AdvisorsSt George, Utah, United States View → AQ Andy Qin Andy Qin Colleague at Vermilion Rock AdvisorsLos Angeles, California, United States View → NW Nicholas Wong Nicholas Wong Colleague at Vermilion Rock AdvisorsManhattan Beach, California, United States View → VD Victor De Lima Mourad Victor De Lima Mourad Colleague at Vermilion Rock AdvisorsSão Paulo, Brazil View → CC Cindy Chen Cindy Chen Colleague at Vermilion Rock AdvisorsGreater Seattle Area, United States View → NO Naomi O. Naomi O. Colleague at Vermilion Rock AdvisorsUnited States View →
4 education records

Jaanam Bhatt education

FAQ

Frequently asked questions about Jaanam Bhatt

Quick answers generated from the profile data available on this page.

What company does Jaanam Bhatt work for?

Jaanam Bhatt works for Vermilion Rock Advisors.

What is Jaanam Bhatt's role at Vermilion Rock Advisors?

Jaanam Bhatt is listed as 3rd Year Finance Student at Emory University | Goizueta Business School at Vermilion Rock Advisors.

Where is Jaanam Bhatt based?

Jaanam Bhatt is based in Alpharetta, Georgia, United States while working with Vermilion Rock Advisors.

What companies has Jaanam Bhatt worked for?

Jaanam Bhatt has worked for Vermilion Rock Advisors and Harine Financial.

Who are Jaanam Bhatt's colleagues at Vermilion Rock Advisors?

Jaanam Bhatt's colleagues at Vermilion Rock Advisors include Christian Page, Arav Patel, Karina Gladka, Rick Zhang, and Zachary Frame.

How can I contact Jaanam Bhatt?

You can use AeroLeads to view verified contact signals for Jaanam Bhatt at Vermilion Rock Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jaanam Bhatt attend?

Jaanam Bhatt holds Bachelor Of Business Administration - Bba, Finance, General from Emory University - Goizueta Business School.

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