Karan Patel
AeroLeads people directory · profile

Karan Patel Email & Phone Number

Investment Banking Fall Analyst at Two Roads Advisors | CFA level 3 Passed | MS in finance(STEM) at Brandeis International Business School at Two Roads Advisors
Location: Greater Boston, United States, United States 6 work roles 5 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Investment Banking Fall Analyst at Two Roads Advisors | CFA level 3 Passed | MS in finance(STEM) at Brandeis International Business School
Location
Greater Boston, United States, United States
Company size

Who is Karan Patel? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Karan Patel is listed as Investment Banking Fall Analyst at Two Roads Advisors | CFA level 3 Passed | MS in finance(STEM) at Brandeis International Business School at Two Roads Advisors, a company with 9 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Karan Patel.

Karan Patel previously worked as Investment Banking Fall Analyst at Two Roads Advisors and Member at Brandeis Global Markets Investment Club. Karan Patel holds Ms Of Science In Finance from Brandeis International Business School.

Company email context

Email format at Two Roads Advisors

This section adds company-level context without repeating Karan Patel's masked contact details.

Two Roads Advisors

Review company-level records connected to Karan Patel before choosing the right outreach path.

Profile bio

About Karan Patel

Karan Patel is a Investment Banking Fall Analyst at Two Roads Advisors | CFA level 3 Passed | MS in finance(STEM) at Brandeis International Business School at Two Roads Advisors. Colleagues describe them as "Karan is a curious student. He loves to deep dive into concepts and apply them in practice. He is always looking at alternatives to established sequences to find smarter ways to achieve an answer. Wish him success."

Current workplace

Karan Patel's current company

Company context helps verify the profile and gives searchers a useful next step.

Two Roads Advisors
Two Roads Advisors
Investment Banking Fall Analyst at Two Roads Advisors | CFA level 3 Passed | MS in finance(STEM) at Brandeis International Business School
new york, united states
Employees
9
AeroLeads page
6 roles

Karan Patel work experience

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

Investment Banking Fall Analyst

Current

New York, New York, United States

Sep 2024 - Present

Investment Banking Summer Analyst

San Francisco Bay Area

May 2024 - Aug 2024

Director

Array Wealth Pvt Ltd

Mumbai Area, India

Apr 2019 - Jun 2023

Financial Planning Analyst

Zinc Clothing Pvt Ltd

Mumbai Area, India

Jun 2018 - May 2019

Sales Associate

Teen Clothing Company

Mumbai Area, India

Mar 2016 - May 2017
Team & coworkers

Colleagues at Two Roads Advisors

Other employees you can reach at tworoadsadvisors.com. View company contacts for 9 employees →

5 education records

Karan Patel education

National Stock Exchange Certified Capital Market Professional (Nccmp), Financial Planning And Services, 87%

National Stock Exchange Of India Limited
FAQ

Frequently asked questions about Karan Patel

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

What company does Karan Patel work for?

Karan Patel works for Two Roads Advisors.

What is Karan Patel's role at Two Roads Advisors?

Karan Patel is listed as Investment Banking Fall Analyst at Two Roads Advisors | CFA level 3 Passed | MS in finance(STEM) at Brandeis International Business School at Two Roads Advisors.

Where is Karan Patel based?

Karan Patel is based in Greater Boston, United States, United States while working with Two Roads Advisors.

What companies has Karan Patel worked for?

Karan Patel has worked for Two Roads Advisors, Brandeis Global Markets Investment Club, Comcap, Array Wealth Pvt Ltd, and Zinc Clothing Pvt Ltd.

Who are Karan Patel's colleagues at Two Roads Advisors?

Karan Patel's colleagues at Two Roads Advisors include Devin Bostick, Karan Carumbaya, Marco Schuurman, Joseph Yuan, and Richard Y..

How can I contact Karan Patel?

You can use AeroLeads to view verified contact signals for Karan Patel at Two Roads Advisors, including work email, phone, and LinkedIn data when available.

What schools did Karan Patel attend?

Karan Patel holds Ms Of Science In Finance from Brandeis International Business School.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Karan Patel you were looking for.

View similar profiles