Investment Banking Fall Analyst
Current
Sep 2024 - Present
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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
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✓ Verified May 2026
3 data sources
Profile completeness 86%
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
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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
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Two Roads Advisors
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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
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Two Roads Advisors
6 roles
Karan Patel work experience
A career timeline built from the work history available for this profile.
Member
Current
Oct 2023 - Present
Investment Banking Summer Analyst
May 2024 - Aug 2024
Director
Array Wealth Pvt Ltd
Apr 2019 - Jun 2023
Financial Planning Analyst
Zinc Clothing Pvt Ltd
Jun 2018 - May 2019
Sales Associate
Teen Clothing Company
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 →
DB
Devin Bostick
Colleague at Two Roads Advisors
New York City Metropolitan Area, United States
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KC
Karan Carumbaya
Colleague at Two Roads Advisors
United States, United States
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MS
Marco Schuurman
Colleague at Two Roads Advisors
Cincinnati Metropolitan Area, United States
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JY
Joseph Yuan
Colleague at Two Roads Advisors
New York, New York, United States, United States
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RY
Richard Y.
Colleague at Two Roads Advisors
New York, New York, United States, United States
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IA
Isak Akervall
Colleague at Two Roads Advisors
Detroit, Michigan, United States, United States
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WB
Walker Blackwell
Colleague at Two Roads Advisors
Los Angeles, California, United States, United States
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WJ
Walter Jing
Colleague at Two Roads Advisors
Ann Arbor, Michigan, United States, United States
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CM
Cullen Mccarthy
Colleague at Two Roads Advisors
New York, New York, United States, United States
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BZ
Brian Zeldin
Colleague at Two Roads Advisors
Marietta, Georgia, United States, United States
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Devin Bostick
Colleague at Two Roads Advisors
New York City Metropolitan Area, United States
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KC
Karan Carumbaya
Colleague at Two Roads Advisors
United States, United States
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MS
Marco Schuurman
Colleague at Two Roads Advisors
Cincinnati Metropolitan Area, United States
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JY
Joseph Yuan
Colleague at Two Roads Advisors
New York, New York, United States, United States
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RY
Richard Y.
Colleague at Two Roads Advisors
New York, New York, United States, United States
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IA
Isak Akervall
Colleague at Two Roads Advisors
Detroit, Michigan, United States, United States
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WB
Walker Blackwell
Colleague at Two Roads Advisors
Los Angeles, California, United States, United States
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WJ
Walter Jing
Colleague at Two Roads Advisors
Ann Arbor, Michigan, United States, United States
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CM
Cullen Mccarthy
Colleague at Two Roads Advisors
New York, New York, United States, United States
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BZ
Brian Zeldin
Colleague at Two Roads Advisors
Marietta, Georgia, United States, United States
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5 education records
Karan Patel education
Ms Of Science In Finance
National Stock Exchange Certified Capital Market Professional (Nccmp), Financial Planning And Services, 87%
National Stock Exchange Of India Limited
Diploma In Export Import Management, Export & Import, Foreign Trade Policy, Fema, A+
Bachelor Of Commerce - Bcom, Business/Commerce, General, A Grade
Icse,Commerce, 81%
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.
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