Mitva Patel Email & Phone Number
Who is Mitva Patel? Overview
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Mitva Patel is listed as Internal Auditor at Truist, a with 27245 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Mitva Patel.
Mitva Patel previously worked as Audit Associate at Cbiz Marks Paneth and Audit Professional at Elliott Davis. Mitva Patel holds Bachelors In Management, Business Administration And Management, General from University Of North Carolina At Chapel Hill.
Email format at Truist
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About Mitva Patel
Aspiring CPA with an interest in financial analysis and investment management. Looking to build upon my experiences and eager to increase my knowledge in accounting and Fintech industry.
Mitva Patel's current company
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Mitva Patel work experience
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Role listed
Internal Auditor
Audit Associate
Audit Professional
Advisor Development Summer Analyst
• Digital Ambassador: Worked with over 100 clients a day, for adoption and promotion of digital banking methods such as Zelle, ACT deposits, and Digital Debit cards• Shadowed an experienced Financial advisor for providing wealth management advice to over 100 clients with portfolios of over $250k dollars• Actively participate in training sessions, mentorships, and job shadowing presented by VPs, C-level executives and Market leaders to gain further knowledge of the wealth management industry • Conducted product, market, and client research for financial analysis of "Lifestages Project", created presentations based on my results
Project Intern
• Fundraised 74,000 rupees ($1000) to conduct workshops in rural and urban India for imparting menstrual health awareness amongst over five hundred young girls and mothers• Initiated a sustainable menstrual practices project to minimize waste by distribution of two thousand biodegradable sanitary napkins• Analyzed and improvised workshop methods to increase effectiveness of material taught to young girls through videos in local languages• Collaborated with 10 NGOs, Donors and Companies for CSR to mitigate gaps in menstrual hygiene awareness
Project Management Trainee
• Trained on Oracle Flex cube software for account, loan and fixed deposit creation • Achieved target of opening saving, checking and fixed deposit accounts; overlooked loans approval process• Managed the front desk of the branch: operated safe locker, distributed forms, and answered phone calls • Filed global tax regulation forms, such as FATCA and CRS, for non-resident Indian customers
Member
• Wrote and received a grant of $1500 from Walmart• Utilized to assist twenty women from Robeson county to secure jobs, continue education or start their own businesses• Organized and participated in 3 speed networking events and 2 professionalism events; involving 35 people on campus• Volunteered at a local church at the time of hurricane; collected 50 boxes of food and sanitary items for donation• Certified Tax Counselor for Benefit Bank of North Carolina; under faculty supervision filed taxes for 4 businesses
Colleagues at Truist
Other employees you can reach at truist.com. View company contacts for 27245 employees →
Lori Kramer
Colleague at TruistBonaire, Georgia, United States
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Ashley Pennino
Colleague at TruistRichmond, Virginia, United States
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Brian Johnson
Colleague at TruistFort Myers, Florida, United States
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Pramila R
Colleague at TruistMaryville, Missouri, United States
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Stephen Kleindienst
Colleague at TruistRockville, Maryland, United States
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KM
Kelly Miller
Colleague at TruistAtlanta, Georgia, United States
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LE
Leticia Edmonds
Colleague at TruistChesterfield, Virginia, United States
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DL
Dian Leach
Colleague at TruistLumberton, North Carolina, United States
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Jonathan Strommen
Colleague at TruistCumming, Georgia, United States
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DK
Devanni Kitchen
Colleague at TruistMurray, Kentucky, United States
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Mitva Patel education
Bachelors In Management, Business Administration And Management, General
Master'S Degree, Accounting And Finance
Frequently asked questions about Mitva Patel
Quick answers generated from the profile data available on this page.
What company does Mitva Patel work for?
Mitva Patel works for Truist.
What is Mitva Patel's role at Truist?
Mitva Patel is listed as Internal Auditor at Truist.
Where is Mitva Patel based?
Mitva Patel is based in Raleigh, North Carolina, United States while working with Truist.
What companies has Mitva Patel worked for?
Mitva Patel has worked for Truist, Cbiz Marks Paneth, Elliott Davis, Bank Of America, and Karmakonnect.
Who are Mitva Patel's colleagues at Truist?
Mitva Patel's colleagues at Truist include Lori Kramer, Ashley Pennino, Brian Johnson, Pramila R, and Stephen Kleindienst.
How can I contact Mitva Patel?
You can use AeroLeads to view verified contact signals for Mitva Patel at Truist, including work email, phone, and LinkedIn data when available.
What schools did Mitva Patel attend?
Mitva Patel holds Bachelors In Management, Business Administration And Management, General from University Of North Carolina At Chapel Hill.
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