Neel Patel Email and Phone Number
I am a senior pursuing a B.S. in Finance and a minor in Accounting at the University of Alabama at Birmingham - Collat School of Business, where I have been involved in several finance-related clubs and competitions. I have an interest in the asset management, M&A, and private equity industry. As a Private Equity Intern at Naimad Capital, I supported the deal origination, due diligence, valuation, and execution of deals across various industries. I also conducted market research, financial modeling, and investment analysis using Bloomberg Terminal and other tools. As the Chief Investment Officer at TVA Investment Fund - UAB Chapter, I lead a team of student analysts and portfolio managers to manage a $600,000+ fund with a focus on the equities market. I oversee the fund's strategy, performance, and risk management, and present the results to the executives of Tennessee Valley Authority in Nashville, TN.
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Funds Transfer Pricing AnalystRegions BankBirmingham, Al, Us -
President & Chief Investment OfficerGreen And Gold Fund May 2024 - Present -
Portfolio ManagerGreen And Gold Fund Aug 2023 - May 2024Birmingham, Alabama, United StatesTechnology Industry -
Industry AnalystGreen And Gold Fund Aug 2021 - Jul 2023Birmingham, Alabama, United StatesTechnology, Telecommunications, Healthcare -
Corporate Development - Mergers & Acquisitions InternRegions Bank May 2024 - Aug 2024Birmingham, Alabama, United StatesFinancial Development Program -
President & Chief Investment OfficerTva Investment Fund Jun 2023 - Aug 2024Responsibilities and Achievements include: - Achieved a total return of ~25% since inception through a unique equally weighted, focused portfolio strategy- Manage expectations of program directors and executives by addressing monthly compliance reports- Lead a team of 10 portfolio managers in the execution of our sector allocation, security selection, and risk management goals- Present the returns of our portfolio in Nashville, TN, to program directors, executives, and leading firms such as Blackrock, PIMCO, Wellington Management, etc. -
Portfolio ManagerTva Investment Fund Aug 2022 - May 2023 -
Private Equity InternNaimad Capital Sep 2023 - Dec 2023Dallas, Texas, United States
Neel Patel Education Details
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4.0/4.0 -
4.4/4.0 -
Finance; Minor: Accounting
Frequently Asked Questions about Neel Patel
What company does Neel Patel work for?
Neel Patel works for Regions Bank
What is Neel Patel's role at the current company?
Neel Patel's current role is Funds Transfer Pricing Analyst.
What schools did Neel Patel attend?
Neel Patel attended University Of Alabama At Birmingham - Collat School Of Business, Troy University, Pike Liberal Arts School, University Of Alabama At Birmingham.
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1hsh.org
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Neel Patel
Philadelphia, Pa1slbcapitaladvisors.com -
Neel Patel
Ai Powered Gymtech - Founder @ Valeon | Connecting The World Through Interactive Fitness & Longevity | London & New YorkNew York, Ny -
Neel Patel
Columbus, Oh
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