Jay Patel, Cfa

Jay Patel, Cfa Email and Phone Number

Vice President at Ahara Advisors @ Ahara Advisors
Jay Patel, Cfa's Location
New York City Metropolitan Area, United States, United States
Jay Patel, Cfa's Contact Details

Jay Patel, Cfa work email

Jay Patel, Cfa personal email

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.

Jay Patel, Cfa's Current Company Details
Ahara Advisors

Ahara Advisors

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Vice President at Ahara Advisors
Jay Patel, Cfa Work Experience Details
  • Ahara Advisors
    Vice President
    Ahara Advisors Nov 2023 - Present
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  • Ahara Advisors
    Senior Investment Associate
    Ahara Advisors Mar 2022 - Oct 2023
    View
  • Bank Of America
    Equity Research
    Bank Of America Dec 2020 - Feb 2022
    Charlotte, Nc, Us
    Gaming, Lodging & Leisure (II ranked #2, 2021)
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  • Bank Of America
    Syndicated Finance Associate
    Bank Of America Jul 2017 - Nov 2020
    Charlotte, Nc, Us
    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
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  • Bank Of America
    Investment Banking Analyst
    Bank Of America Jul 2015 - Jun 2017
    Charlotte, Nc, Us
    Leveraged Finance
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Jay Patel, Cfa Skills

Microsoft Office Bloomberg Terminal Business Analytics Corporate Finance Operations Management Team Leadership Community Outreach Powerpoint Microsoft Excel Microsoft Word Valuation Teamwork Research Public Speaking Leadership Investments Finance Data Analysis Analysis Customer Service Social Media

Jay Patel, Cfa Education Details

  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Business Administration
  • University Of North Carolina At Chapel Hill - Kenan-Flagler Business School: China/Taiwan Gie
    University Of North Carolina At Chapel Hill - Kenan-Flagler Business School: China/Taiwan Gie
  • Lorenzo De Medici - Florence, Italy
    Lorenzo De Medici - Florence, Italy

Frequently Asked Questions about Jay Patel, Cfa

What company does Jay Patel, Cfa work for?

Jay Patel, Cfa works for Ahara Advisors

What is Jay Patel, Cfa's role at the current company?

Jay Patel, Cfa's current role is Vice President at Ahara Advisors.

What is Jay Patel, Cfa's email address?

Jay Patel, Cfa's email address is ja****@****aml.com

What schools did Jay Patel, Cfa attend?

Jay Patel, Cfa attended University Of North Carolina At Chapel Hill, University Of North Carolina At Chapel Hill - Kenan-Flagler Business School: China/taiwan Gie, Lorenzo De Medici - Florence, Italy.

What are some of Jay Patel, Cfa's interests?

Jay Patel, Cfa has interest in Social Services, Cfa Candidate, Cooking, Investing, Traveling, Economic Empowerment, Micro Finance Projects, Environment, Fitness And Health, Reading.

What skills is Jay Patel, Cfa known for?

Jay Patel, Cfa has skills like Microsoft Office, Bloomberg Terminal, Business Analytics, Corporate Finance, Operations Management, Team Leadership, Community Outreach, Powerpoint, Microsoft Excel, Microsoft Word, Valuation, Teamwork.

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