Senior Analyst
Current
Jun 2024 - Present
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Mehul Patel Email & Phone Number
Passed CFA Exam Level 2 | Financial Modeling
at
Lean Research
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Passed CFA Exam Level 2 | Financial Modeling
Location
Bhilwara, Rajasthan, India
Who is Mehul Patel? Overview
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Quick answer
Mehul Patel is listed as Passed CFA Exam Level 2 | Financial Modeling at Lean Research, based in Bhilwara, Rajasthan, India. AeroLeads shows a matched LinkedIn profile for Mehul Patel.
Mehul Patel previously worked as Senior Analyst at Lean Research and Equity Research Analyst at Lean Research. Mehul Patel holds Bachelor Of Business Administration - Bba, Foreign Trade, 8.39 from Prestige Institute Of Management & Research, Ring Road, Indore.
Company email context
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Lean Research
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Profile bio
About Mehul Patel
An analyst passionate about finance and committed to continuous learning. Currently pursuing CFA charter holder status and expanding my knowledge in data analytics and AI for finance. I stay up to date with industry trends and am always eager for new challenges. With 2+ years of experience in financial modeling and valuations, I aim to provide strategic insights and effective solutions.
Current workplace
Mehul Patel's current company
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3 roles
Mehul Patel work experience
A career timeline built from the work history available for this profile.
Equity Research Analyst
Current1. Preparing US Equity, Credit & REIT Financial Models.2. Forecasting and Performing Valuations.3. Improved client decision making by producing Insightful Research Reports.4. Updating Models & Reports to stay current.5. Analyze News and Stock price movement for strategic insights.6. Prompt Solution to Client queries
Jan 2023 - Present
Finance Trainee
Feb 2020 - Aug 2020
2 education records
Mehul Patel education
Bachelor Of Business Administration - Bba, Foreign Trade, 8.39
12, Commerce, 85%
New Look Central School , Bhilwara
FAQ
Frequently asked questions about Mehul Patel
Quick answers generated from the profile data available on this page.
What company does Mehul Patel work for?
Mehul Patel works for Lean Research.
What is Mehul Patel's role at Lean Research?
Mehul Patel is listed as Passed CFA Exam Level 2 | Financial Modeling at Lean Research.
Where is Mehul Patel based?
Mehul Patel is based in Bhilwara, Rajasthan, India while working with Lean Research.
What companies has Mehul Patel worked for?
Mehul Patel has worked for Lean Research and Finoptions Institute Of Financial Studies Pvt Ltd.
How can I contact Mehul Patel?
You can use AeroLeads to view verified contact signals for Mehul Patel at Lean Research, including work email, phone, and LinkedIn data when available.
What schools did Mehul Patel attend?
Mehul Patel holds Bachelor Of Business Administration - Bba, Foreign Trade, 8.39 from Prestige Institute Of Management & Research, Ring Road, Indore.
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