I am an aspiring Finance major at the University of Tennessee with a collateral in business analytics. My passion for volunteering has taught me many valuable lessons and has instilled in me a desire to make a positive impact in the world. As a result, I am eager to explore opportunities where I can leverage my skills to contribute to the success of an organization. Through my initial professional experiences, I have gained valuable knowledge in financial reporting and managing a business, and I am committed to using these skills and knowledge in these areas to further contribute to the workplace. I am excited about the prospect of connecting with like-minded professionals and exploring opportunities to grow and learn within the finance, consulting, or data industry.
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Financial AnalystThe Vincit GroupChattanooga, Tn, Us -
Carroll Torch Fund Portfolio ManagerHaslam College Of Business At The University Of Tennessee Aug 2024 - PresentKnoxville, Tennessee, United States• Manage a portfolio exceeding $840,000 AUM, practicing a top-down wealth management investing style with a team of nine other students• Monitor current holdings and pitch the sale of existing securities or purchase of new securities within the Communication Services sector• Propose new investments and liquidations through formal presentations, monitored existing holdings, and authored periodic performance reports & presentations for donor clients• Utilize Bloomberg Terminal technology to research equities and analyze market data -
Wealth Management InternRaymond James & Associates, Inc. May 2024 - Aug 2024Chattanooga, Tennessee, United States• Researched 5 firm-specific asset allocation models• Conducted Equity research through case studies• Met with wholesalers to learn about evolving mutual funds• Studied different types of investment instruments to further grow a portfolio -
Assistant ManagerDoc Market May 2021 - Aug 2023Soddy-Daisy, Tennessee, United States• Managed 5 monthly staff meetings to improve sales and customer experience• Oversaw daily transactions of $5000+ recorded sales and transactions• Utilized FIFO to perform inventory analysis to determine profitability and product management.• Communicated with 150 customers daily to cultivate customer relations’ and sales• Streamlined business operations through effective financial reporting
Jeet Patel Education Details
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High School Diploma
Frequently Asked Questions about Jeet Patel
What company does Jeet Patel work for?
Jeet Patel works for The Vincit Group
What is Jeet Patel's role at the current company?
Jeet Patel's current role is Financial Analyst.
What schools did Jeet Patel attend?
Jeet Patel attended University Of Tennessee, Knoxville, Hixson High School.
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Jeet Patel
Actively Seeking Software Developer Role | C++ | Typescript | Python | Mern Stack | C# | .Net Core | Microsoft Azure | Sql | XmlLong Beach, Ca -
Jeet Patel
Business Intelligence & Development Specialist | Tech Consultant | Business AnalyticsUnited States
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