Neel Patel

Neel Patel Email and Phone Number

Funds Transfer Pricing Analyst @ Regions Bank
Birmingham, AL, US
Neel Patel's Location
Birmingham, Alabama, United States, United States
About Neel Patel

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.

Neel Patel's Current Company Details
Regions Bank

Regions Bank

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Funds Transfer Pricing Analyst
Birmingham, AL, US
Neel Patel Work Experience Details
  • Regions Bank
    Funds Transfer Pricing Analyst
    Regions Bank
    Birmingham, Al, Us
  • Green And Gold Fund
    President & Chief Investment Officer
    Green And Gold Fund May 2024 - Present
  • Green And Gold Fund
    Portfolio Manager
    Green And Gold Fund Aug 2023 - May 2024
    Birmingham, Alabama, United States
    Technology Industry
  • Green And Gold Fund
    Industry Analyst
    Green And Gold Fund Aug 2021 - Jul 2023
    Birmingham, Alabama, United States
    Technology, Telecommunications, Healthcare
  • Regions Bank
    Corporate Development - Mergers & Acquisitions Intern
    Regions Bank May 2024 - Aug 2024
    Birmingham, Alabama, United States
    Financial Development Program
  • Tva Investment Fund
    President & Chief Investment Officer
    Tva Investment Fund Jun 2023 - Aug 2024
    Responsibilities 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.
  • Tva Investment Fund
    Portfolio Manager
    Tva Investment Fund Aug 2022 - May 2023
  • Naimad Capital
    Private Equity Intern
    Naimad Capital Sep 2023 - Dec 2023
    Dallas, Texas, United States

Neel Patel Education Details

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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