Kevin Patel

Kevin Patel Email and Phone Number

MBA Candidate at Duke University, Class of 2025
Kevin Patel's Location
Durham, North Carolina, United States, United States
Kevin Patel's Contact Details

Kevin Patel personal email

About Kevin Patel

Currently pursuing an MBA at Duke University’s Fuqua School of Business in the Class of 2025. I have professional experience in the financial services industry with investment trading, quality control, projects, and system testing. Moving forward, I’d like to present innovative ideas in projects using core competencies and skills in teamwork, leadership, communication, data analysis and problem solving as a business professional.

Kevin Patel's Current Company Details

MBA Candidate at Duke University, Class of 2025
Kevin Patel Work Experience Details
  • Mobalytics
    Summer Intern
    Mobalytics Jul 2024 - Aug 2024
    United States
    • Conducted market research and competitive analysis on multiplayer free-to-play games; analyzing game mechanics, consumer behavior, KPIs, revenue models, and player psychology. Performed primary research with gamers, esports and gaming directors to identify pain points, market gaps, and inform of strategic recommendations in a presentation.• Researched and analyzed esports industry trends, translating findings into actionable recommendations that influence product development and strategic decision-making. Effectively managed dynamic project timelines in a remote work environment.• Successfully managed multiple research projects and provided analysis reports on a weekly basis. Recognized for exceptional performance by being selected as 1 of 4 externs out of over 100 to present research findings to Mobalytics founder and executives.
  • International Financial Data Services
    Technical Specialist, Hybrid Operations
    International Financial Data Services Feb 2022 - Jul 2023
    Toronto, Ontario, Canada
    •Act as Subject Matter Expert with regards to processing trades for offshore trading counterpart.•Lead virtual training sessions for new hires to transition from a third-party outsourcing vendor to an internal vendor. •Conduct system testing sessions for proprietary software updates to comply with the mutual fund industry protocols.•Process wire and manual payments for estate settlements, trade corrections, cash dividends and redemptions.
  • International Financial Data Services
    Senior Account Coordinator, Hybrid Operations
    International Financial Data Services Nov 2019 - Feb 2022
    Toronto, Ontario, Canada
    • Executed mutual fund trade instructions for over 500 trades monthly from standard to complex high dollar mutual fund trades.• Maintain strict confidentiality for both client and institution to protect information and to ensure compliancy with industry procedures.• Mitigate risk, safeguard data and operate with diligence to prevent loss due to fraud or illegal monetary activities by following company protocols.• Continually identify issues with systems and procedures that hamper ongoing work and liaise with internal teams and management on amending them or escalating accordingly.• Monitor trade and documentation deficiencies and reporting them back to investment dealers or representatives to have them amended as per business operation protocols. • Perform ad hoc projects as per management requests and completing them in the allotted timeframe.• Ensure timely delivery of resolutions processed within SLA and National Instrument protocol.• Build relationships with business partners on a daily basis to ensure processing and settlement activities are executed in a timely and quality manner.
  • Bmo Financial Group
    Account Coordinator
    Bmo Financial Group Apr 2017 - Oct 2019
    Toronto, Canada Area
    • Interacted with team leads, processing teams and the quality control teams to process applications • Administration of non-financial and financial transactions of investment products from Advisor Channel clients with Livelink software• Inputting, accepting or rejecting financial and non-financial transactions across all lines of business and advising procedures to correct applications to Client Services• Performed reconciliations, trade corrections and QC functions within the department• Worked with Client Services to resolve client inquiries• Utilized Unitrax (Larson & Toubro Infotech) to manage client and fund accounts• Inputted maturity codes for maturing funds through Unitrax• Performed administrative tasks and projects as required from team management
  • Td
    Compliance Officer
    Td Feb 2016 - Feb 2017
    Mississauga
    •Compiling, sorting and verifying the accuracy of RESP application data before processing applications.•Utilizing proprietary databases of C3, RPM and Quality Control (QC) Tracker to manage customer accounts and applications. •Auditing, verifying, comparing and inspecting source documents to ensure compliancy in accordance to the company’s policies and standards. •Inputting data in a verification format to detect errors and deficiencies.•Recording and maintaining logs of activities and completed work through Real Time Management (RTM) software.    •Comparing RESP applications with compliance checklists to check for completeness or deficiencies; and reporting deficiencies in QC Tracker.•Communicating with investment representatives across Canada and advising procedures required to complete and process RESP applications correctly.
  • Canadian National Exhibition
    Internal Auditor
    Canadian National Exhibition Aug 2015 - Sep 2015
    Toronto, Canada Area
    •Collected sales data from various exhibits such as games, concessions, rides, and food trucks to ensure accurate reporting and provided suggestions for long-term improvement and internal control.•Observation of internal controls of the concessions and gate functions.•Monitored daily operations and also enhanced patron experience by answering questions from guests while performing audit duties.•Communicated improvements to supervisors and upper management for potential future implementation to improve operational efficiency and effectiveness that can benefit the audit and event procedures.
  • Mcmaster University
    Mcmaster Team Representative
    Mcmaster University Oct 2014 - Feb 2015
    Montreal, Canada Area
    John Molson Undergraduate Case Competition (JMUCC), Montreal, QC•Analyzed live cases of startups and established companies in a stringent 3 hour time limit from a variety of business disciplines such as marketing, operations, strategy, statistics and finance.•Presented solutions to problems outlined in the case to a panel of judges in a client presentation format through Microsoft PowerPoint.•Placed 4th in ranking of the designated division.
  • Cricket Development Club
    Co Founder And Marketing Media Manager
    Cricket Development Club Sep 2013 - Apr 2014
    Mcmaster University
    •Conducted informational sessions and events hosted by CDC, including the social media and advertisement aspect.•Hosted live cricket match screenings, general club meetings, and charity fund raising initiatives to develop cricketing culture at McMaster.
  • Ymca Of Greater Toronto
    Resource Centre Assistant
    Ymca Of Greater Toronto Mar 2010 - Jul 2010
    Mississauga
    •Assisted members with editing resumes and cover letters; uploaded them to online job portals through YMCA’s network and other job websites.•Conducted onsite duties of member registration, faxing, printing, copying, filing, and other administrative work of the YMCA Resource Center.•Help members with the use of computers, fax machines, photocopiers, and other facilities.•Assisted members in researching employment opportunities.•Researched and print job openings and maintain job posting boards in the centre. •Organized and research new resources for job seekers. •Conducted tours and explain services to new members. •Created bulletin boards to promote workshops, services, resources, topics, etc. •Made referrals to other community services based on member’s needs.

Kevin Patel Skills

Teamwork Time Management Team Management Interpersonal Skills Interpersonal Communication Financial Analysis Corporate Finance Financial Modeling Public Speaking Microsoft Office Customer Service Customer Relations Leadership Microsoft Word Microsoft Excel Team Leadership Management Powerpoint Project Management Research Data Entry Data Analysis Microsoft Powerpoint

Kevin Patel Education Details

Frequently Asked Questions about Kevin Patel

What is Kevin Patel's role at the current company?

Kevin Patel's current role is MBA Candidate at Duke University, Class of 2025.

What is Kevin Patel's email address?

Kevin Patel's email address is pa****@****ster.ca

What schools did Kevin Patel attend?

Kevin Patel attended Duke University - The Fuqua School Of Business, Mcmaster University, Investment Banking Institute - Toronto, Mississauga Secondary School.

What are some of Kevin Patel's interests?

Kevin Patel has interest in Economic Empowerment, Education, Environment, Science And Technology, Health.

What skills is Kevin Patel known for?

Kevin Patel has skills like Teamwork, Time Management, Team Management, Interpersonal Skills, Interpersonal Communication, Financial Analysis, Corporate Finance, Financial Modeling, Public Speaking, Microsoft Office, Customer Service, Customer Relations.

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