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Shayan Patel Email & Phone Number
Securities Specialist
at
UBS
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Securities Specialist
Location
Farragut, Tennessee, United States
Company size
Who is Shayan Patel? Overview
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Quick answer
Shayan Patel is listed as Securities Specialist at UBS, a with 118049 employees, based in Farragut, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Shayan Patel.
Shayan Patel previously worked as Financial Analyst Intern at Schneider Electric and Finance/Accounting Intern at Freedom Investment Group Inc. Shayan Patel holds Bsba, Finance from Haslam College Of Business At The University Of Tennessee.
Company email context
Email format at UBS
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UBS
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Profile bio
About Shayan Patel
As a dedicated Finance major with a collateral in Information Management at The University of Tennessee's Haslam College of Business, I am on track to graduate in December 2025. My academic journey is complemented by practical experience and leadership roles. I recently completed a Finance/Accounting internship at Freedom Investment Group, where I conducted internal audits, ensured compliance with policies and regulatory requirements, and prepared detailed reports. My role involves identifying discrepancies and recommending corrective actions to streamline processes. I also recently completed the FINRA Securities Industry Essentials certification and hold a Microsoft Excel Skills Proficiency Certification. Bilingual in English and Gujarati, I also have basic knowledge of C++ and Java and possess strong financial analysis and document preparation skills.Passionate about finance and committed to continuous learning, I am eager to leverage my education, skills, and experiences to make meaningful contributions to the finance industry.
Current workplace
Shayan Patel's current company
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Ubs
6 roles
Shayan Patel work experience
A career timeline built from the work history available for this profile.
Financial Analyst Intern
Finance/Accounting Intern
• Conducted internal audits of escrow accounts, verifying accuracy and completeness of escrow account records• Ensured compliance with company policies and regulatory requirements, while identifying discrepancies andrecommending corrective actions• Prepared detailed audit reports and presented findings to management
Jul 2024 - Oct 2024
Financial Assistant
• Accurately entered financial data into QuickBooks/Excel ensuring up-to-date and organized financial records• Processed vendor invoices, monitored payments, and ensured accurate record-keeping of transactions, contributing to the company’s financial health
Apr 2023 - Jul 2024
Cashier
• Reconciled daily transactions, ensuring consistency and accuracy in balancing cash registers and reporting financial data to management• Leveraged knowledge of products and promotions to upsell and cross-sell effectively, contributing to an increase in overall store revenue
May 2023 - Aug 2023
Volunteer
• Oversaw over 20 religious’ events, dances, and speeches increasing outreach of the Hindu faith• Developed experience in Microsoft PowerPoint and Excel through member tracking and event budgeting, leading to an increased proficiency
Feb 2016 - Dec 2021
Team & coworkers
Colleagues at UBS
Other employees you can reach at ubs.com. View company contacts for 118049 employees →
VL
Vera Luz Bargetzi
Colleague at UbsBiel, Berne, Switzerland
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PH
Paul Hsu
Colleague at UbsTaipei, Taipei City, Taiwan, Province Of China
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ID
Ipsita Deb
Colleague at UbsBengaluru, Karnataka, India
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HB
Hadrien Bullot
Colleague at UbsZurich, Switzerland
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DS
Dr Senam Daniel
Colleague at UbsLondon, England, United Kingdom
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TS
Thomas Schaefer
Colleague at UbsZurich, Switzerland
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PJ
Pankaj Jajodia
Colleague at UbsIndia
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AM
Ana Mercedes Díaz Ascencio
Colleague at UbsMexico City, Mexico
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RS
Romolo Sabatino
Colleague at UbsVésenaz, Geneva, Switzerland
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BM
Bianca Maria Martellini Bianchi
Colleague at UbsMendrisio, Ticino, Switzerland
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Vera Luz Bargetzi
Colleague at UbsBiel, Berne, Switzerland
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PH
Paul Hsu
Colleague at UbsTaipei, Taipei City, Taiwan, Province Of China
View →
ID
Ipsita Deb
Colleague at UbsBengaluru, Karnataka, India
View →
HB
Hadrien Bullot
Colleague at UbsZurich, Switzerland
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DS
Dr Senam Daniel
Colleague at UbsLondon, England, United Kingdom
View →
TS
Thomas Schaefer
Colleague at UbsZurich, Switzerland
View →
PJ
Pankaj Jajodia
Colleague at UbsIndia
View →
AM
Ana Mercedes Díaz Ascencio
Colleague at UbsMexico City, Mexico
View →
RS
Romolo Sabatino
Colleague at UbsVésenaz, Geneva, Switzerland
View →
BM
Bianca Maria Martellini Bianchi
Colleague at UbsMendrisio, Ticino, Switzerland
View →
2 education records
Shayan Patel education
High School Diploma
Farragut High School
FAQ
Frequently asked questions about Shayan Patel
Quick answers generated from the profile data available on this page.
What company does Shayan Patel work for?
Shayan Patel works for UBS.
What is Shayan Patel's role at UBS?
Shayan Patel is listed as Securities Specialist at UBS.
Where is Shayan Patel based?
Shayan Patel is based in Farragut, Tennessee, United States while working with UBS.
What companies has Shayan Patel worked for?
Shayan Patel has worked for Ubs, Schneider Electric, Freedom Investment Group Inc, Comfort Inn, and Going Going Gone.
Who are Shayan Patel's colleagues at UBS?
Shayan Patel's colleagues at UBS include Vera Luz Bargetzi, Paul Hsu, Ipsita Deb, Hadrien Bullot, and Dr Senam Daniel.
How can I contact Shayan Patel?
You can use AeroLeads to view verified contact signals for Shayan Patel at UBS, including work email, phone, and LinkedIn data when available.
What schools did Shayan Patel attend?
Shayan Patel holds Bsba, Finance from Haslam College Of Business At The University Of Tennessee.
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