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Parth Patel Email & Phone Number
Analyst and Family Office Client Associate
at
Rockefeller Capital Management
1 work email found
@rockco.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Analyst and Family Office Client Associate
Location
Philadelphia, Pennsylvania, United States
Who is Parth Patel? Overview
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Quick answer
Parth Patel is listed as Analyst and Family Office Client Associate at Rockefeller Capital Management, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at rockco.com and a matched LinkedIn profile for Parth Patel.
Parth Patel previously worked as Senior Client Associate at Rockefeller Capital Management and Analyst & Family Office Client Associate at Rockefeller Capital Management. Parth Patel holds Bachelor Of Science In Business Administration, Finance And Business Analytics from Drexel University.
Company email context
Email format at Rockefeller Capital Management
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{first_initial}{last}@rockco.com
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Profile bio
About Parth Patel
A drive and curiosity to learn and build on my interests in analytics and finance led me to Drexel University where I study finance and business analytics in the Lebow College of Business and Pennoni Honors College. Drexel’s esteemed co-op program has given me the opportunity to not only learn more about my majors through high level academia but be able to use what I learn in the classroom in practice through three different co-op experiences. I have been in analyst roles at Arkema Inc, FS Investments, and Goldman Sachs which has given me invaluable experience as a full time professional.These college experiences have built me into someone who is driven to lead by example and continue to think critically and creatively to create better results. Because of my sports background, I was team oriented early and found competition fun. I was able to translate this into the workplace and became self-sufficient while still contributing to a common goal with several teams over the years. By working in different work environments and with different personalities, I found that I thrive in a fast-pace environment where my co-workers challenge me and have the same desire to exceed standards. I am passionate about financial reporting and using/learning software to create meaningful analysis that can produce solutions. I believe that learning should be a life-time commitment, and I want to use what I’ve learned thus far to help others continue to learn and grow with me.
Listed skills include Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Teamwork, and 9 others.
Current workplace
Parth Patel's current company
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8 roles
Parth Patel work experience
A career timeline built from the work history available for this profile.
Senior Client Associate
Current
Jan 2024 - Present
Analyst & Family Office Client Associate
Jun 2021 - Jan 2024
Investments And Derivate Cohort Member
- Selected amongst a competitive and international applicant pool to participate in IvyLine Capital’s Investments & Derivatives Cohort- Actively participate in education surrounding the fundamentals of security analysis, portfolio construction, portfolio modeling, advanced technical analysis, and the applications of derivatives- Participate in weekly lectures and speaker events with industry professionals- Collaborate and engage with over 300 students across over 100 universities and 20 different countries through investment challenges- Effectively completing assignments, experiences, and education in a virtual setting
Jan 2021 - May 2021
Private Wealth Management Analyst
▪ Constructed weekly and monthly portfolio performance reports for financial advisors tracking several financial metrics including returns, asset allocation, and volatility of portfolios ranging from $10M to $100M+ in underlying securities preparing advisors for client and prospect meetings▪ Consulted with advisors and their clients or prospects to identify investment goals & risk preferences and create more than 15 portfolio scenarios providing sample portfolio asset allocation bundles, wealth illustrations, and economy-based performance predictions informing clients or prospects of potential investment strategies and associated risks▪ Headed over 20 unique business development plans by researching and scouting potential prospects for 15 financial advisors generating new networking opportunities and introducing new potential clients▪ Aided clients with questions and various ad-hoc requests in a timely and proper manner by tracking and studying financial markets & news along with internal investment research upholding client satisfaction and GS reputation
Sep 2019 - Mar 2020
Fund Management Analyst
▪ Optimized alternative investment fund reports tracking $80M+ funds through Excel tools such as PivotTables, Index-Match functions, VLOOKUP, and VBA macros rolling out yearly reports with 50% more efficiency▪ Validated proper reporting and valuation of underlying securities with over $90M NAV within the FS Multi-Strategy Fund using Bloomberg and Bloomberg-Excel integration for portfolio managers on daily basis identifying potential anomalies in case of NAV fluctuations▪ Revamped stagnant expenses accounting model for FS Energy & Power Fund using VBA macros optimizing accounting and expense analysis by 25% and served as foundation for other fund accounting models▪ Produced new dividend accrual tracking log for over 15 index swaps with investment banks such as Deutsche Bank and Goldman Sachs providing easier dividend tally for State Street display on a daily and monthly basis
Sep 2018 - Mar 2019
Financial Data & Supply Chain Analyst
▪ Executed 18 spend, warehousing, and inventory reports measuring key procurement metrics against monthly benchmarks and thresholds identifying inefficiencies and providing a baseline for improvements in business operations by the procurement & finance management team▪ Developed new customized dashboards, charts, graphs, and tables using Excel to allow better visual analysis for spending patterns based on different parameters such as business units or vendors jump starting potential saving initiatives to reduce costs by up to 20%▪ Implemented transaction audit report of over 700 purchase orders for buyers by using SAP to track transaction history and call over 100 vendors discussing reasons for faulty transactions and create solutions ensuring proper delivery of materials or products▪ Designed market proposals for national tradeshows showcasing over 10 different product lines and presenting key information and data in a professional and concise manner leading to increased customer attention
Sep 2017 - Mar 2018
Student Tutor/ Grader
- Assisted students of varying ages in levels of math and reading based on Kumon Curriculum. - Taught students problem solving skills along with fundamental math and reading concepts allowing these students to excel at their work.- Graded their work and provided feedback and organized results of students in a excel type record sheet to keep track of improvement over time.
Aug 2013 - Sep 2015
2 education records
Parth Patel education
Bachelor Of Science In Business Administration, Finance And Business Analytics
Drexel University
High School Degree, Regular/General High School
North Penn High School
FAQ
Frequently asked questions about Parth Patel
Quick answers generated from the profile data available on this page.
What company does Parth Patel work for?
Parth Patel works for Rockefeller Capital Management.
What is Parth Patel's role at Rockefeller Capital Management?
Parth Patel is listed as Analyst and Family Office Client Associate at Rockefeller Capital Management.
What is Parth Patel's email address?
AeroLeads has found 1 work email signal at @rockco.com for Parth Patel at Rockefeller Capital Management.
Where is Parth Patel based?
Parth Patel is based in Philadelphia, Pennsylvania, United States while working with Rockefeller Capital Management.
What companies has Parth Patel worked for?
Parth Patel has worked for Rockefeller Capital Management, Ivyline Capital Group, Goldman Sachs, Fs Investments, and Arkema.
How can I contact Parth Patel?
You can use AeroLeads to view verified contact signals for Parth Patel at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Parth Patel attend?
Parth Patel holds Bachelor Of Science In Business Administration, Finance And Business Analytics from Drexel University.
What skills is Parth Patel known for?
Parth Patel is listed with skills including Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Teamwork, Social Media, Microsoft Office, Marketing, and Team Leadership.
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