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Pooja Patel is listed as Finance Intern & Office Manager at Princeton Wealth Management Alliance at Nisivoccia CPAs, a with 80 employees, based in North Brunswick, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Pooja Patel.
Pooja Patel previously worked as Commercial Audit Intern at Nisivoccia Cpas and Finance Intern/Office Manager at Princeton Wealth Management Alliance. Pooja Patel holds Finance And Accounting, Finance, General, 3.62 from Rutgers Business School.
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I am a Finance and Accounting student at Rutgers Business School - New Brunswick interested in the investment banking sector. I am involved in Rutgers Corporate Finance Society as an Academic Committee member and am a general member of Rutgers Gujrati Student Association . Apart from that, I am currently interning at an investment management company, where I work closely with the Charles Schwabs platform to make money movement transactions and create applications(e.g. SEP-IRA agreements). I also have knowledge in creating advisory fee invoices and discovering new leads. In order to get a greater grasp on the information learned in class, I also actively monitor the stock market and my portfolio.Apart from that, I am currently preparing to take my Series 65 Exam, in order to be a certified Investment Advisor Representative. Contrary to the popular belief of favoring savings, I have always thought that investing is the better option because of the time value of money. Due to this reason, I have an interest in advising individuals as to where they should allocate their funds and hence am pursuing the Series 65 license. In my free time, I enjoy writing poetry, listening to music, and rollerblading.
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Bridgewater, New Jersey, United States
Conducted DOE related testing, which consisted of revenue testing, cash disbursement testing, and Maximum Salary and Certification TestingCreated Balance Sheet Lead SheetsInteracted with Clients
Princeton, New Jersey, United States
Generated over 30 applications through the Charles Schwab's platform regarding SEP-IRAs, Journal and Check Request Forms, and new account applicationsDiscovered over 1000 leads through SalesFlower and FreeErisa to help increase assets under management for company. Learned how to analyze FreeErisa documents and what to look forConstructed over 250 advisory fee invoices for over 50 clients
Virtual
Educated four high school students in various subjects including Algebra, and ACT Math PrepLed over twenty one-on-one virtual tutoring sessions and was able to build communication skills andproblem-solving techniques by solving the inquiries students had on the spot
New Brunswick, New Jersey, United States
As a Junior Program volunteer at Saint Peters University Hospital, I was in charge of delivering water pitchers and equipment to patients rooms.
North Brunswick, New Jersey, United States
As a volunteer at Health First Rehab, I was in charge of setting up the rooms for the patients, delivering heating and cooling pads to the patients, and actively conversing with the patients and motivating them to do their exercises.
Other employees you can reach at nisivoccia.com. View company contacts for 80 employees →
Victoria Kosuda, Cpa, Citp
Colleague at Nisivoccia CpasMountainside, New Jersey, United States
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AP
Albert Passanante
Colleague at Nisivoccia CpasLanding, New Jersey, United States
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MJ
Mark Jensen
Colleague at Nisivoccia CpasWashington, New Jersey, United States
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KB
Kathleen Bishop
Colleague at Nisivoccia CpasMorristown, New Jersey, United States
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KF
Kristin F. Anderson, Cpa, Psa
Colleague at Nisivoccia CpasBridgewater, New Jersey, United States
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DE
David Evans
Colleague at Nisivoccia CpasMount Arlington, New Jersey, United States
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AE
Alyssa Elliott
Colleague at Nisivoccia CpasUnited States
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AF
Alyson Fitzgerald Council
Colleague at Nisivoccia CpasBedminster, New Jersey, United States
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JM
Jennifer Mckinnon
Colleague at Nisivoccia CpasMount Arlington, New Jersey, United States
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MD
Miguel Dajer
Colleague at Nisivoccia CpasSuccasunna, New Jersey, United States
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Activities and Societies: Deans List, Rutgers Future Business Leaders of America, Rutgers Hindu Student Council, Rutgers Shark Tank Project
Activities and Societies: Future Business Leaders of America, DECA, Honors Society, High Honor Roll
Quick answers generated from the profile data available on this page.
Pooja Patel works for Nisivoccia CPAs.
Pooja Patel is listed as Finance Intern & Office Manager at Princeton Wealth Management Alliance at Nisivoccia CPAs.
Pooja Patel is based in North Brunswick, New Jersey, United States while working with Nisivoccia CPAs.
Pooja Patel has worked for Nisivoccia Cpas, Princeton Wealth Management Alliance, Arbor Tutors, Saint Peters University Hospital, and Health First Rehab, Inc.
Pooja Patel's colleagues at Nisivoccia CPAs include Victoria Kosuda, Cpa, Citp, Albert Passanante, Mark Jensen, Kathleen Bishop, and Kristin F. Anderson, Cpa, Psa.
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Pooja Patel holds Finance And Accounting, Finance, General, 3.62 from Rutgers Business School.
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