Vice President
Current
Nov 2023 - Present
AeroLeads people directory · profile
Jay Patel, Cfa Email & Phone Number
Vice President at Ahara Advisors
at
Ahara Advisors
1 work email found
@baml.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President at Ahara Advisors
Location
New York City Metropolitan Area, United States
Who is Jay Patel, Cfa? Overview
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Quick answer
Jay Patel, Cfa is listed as Vice President at Ahara Advisors at Ahara Advisors, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at baml.com and a matched LinkedIn profile for Jay Patel, Cfa.
Jay Patel, Cfa previously worked as Vice President at Ahara Advisors and Senior Investment Associate at Ahara Advisors. Jay Patel, Cfa holds Bachelor Of Science (B.S.), Business Administration from University Of North Carolina At Chapel Hill.
Company email context
Email format at Ahara Advisors
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*@baml.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jay Patel, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jay Patel, Cfa
Jay is an investment professional at Ahara Advisors, he is responsible for advising clients across the universe of investable assets. He also has attained the CFA designation.
Listed skills include Microsoft Office, Bloomberg Terminal, Business Analytics, Corporate Finance, and 17 others.
Current workplace
Jay Patel, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Jay Patel, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Investment Associate
Mar 2022 - Oct 2023
Dec 2020 - Feb 2022
Syndicated Finance Associate
Underwrote and structured debt capital issuances for M&A and IPO spin-off transactions, working capital needs, and liquidity preservation Consumer & Retail I Global Industrials Group
Jul 2017 - Nov 2020
Jul 2015 - Jun 2017
3 education records
Jay Patel, Cfa education
Bachelor Of Science (B.S.), Business Administration
University Of North Carolina At Chapel Hill
Education record
University Of North Carolina At Chapel Hill - Kenan-Flagler Business School: China/Taiwan Gie
Education record
Lorenzo De Medici - Florence, Italy
FAQ
Frequently asked questions about Jay Patel, Cfa
Quick answers generated from the profile data available on this page.
What company does Jay Patel, Cfa work for?
Jay Patel, Cfa works for Ahara Advisors.
What is Jay Patel, Cfa's role at Ahara Advisors?
Jay Patel, Cfa is listed as Vice President at Ahara Advisors at Ahara Advisors.
What is Jay Patel, Cfa's email address?
AeroLeads has found 1 work email signal at @baml.com for Jay Patel, Cfa at Ahara Advisors.
Where is Jay Patel, Cfa based?
Jay Patel, Cfa is based in New York City Metropolitan Area, United States while working with Ahara Advisors.
What companies has Jay Patel, Cfa worked for?
Jay Patel, Cfa has worked for Ahara Advisors and Bank Of America.
How can I contact Jay Patel, Cfa?
You can use AeroLeads to view verified contact signals for Jay Patel, Cfa at Ahara Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jay Patel, Cfa attend?
Jay Patel, Cfa holds Bachelor Of Science (B.S.), Business Administration from University Of North Carolina At Chapel Hill.
What skills is Jay Patel, Cfa known for?
Jay Patel, Cfa is listed with skills including Microsoft Office, Bloomberg Terminal, Business Analytics, Corporate Finance, Operations Management, Team Leadership, Community Outreach, and Powerpoint.
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