Arth Patel
UNC Chapel Hill 2028 | B.S. in Business Administration and Computer Science
- Role
- Wealth Management Intern at Emerald Financial Group Charlotte
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Intern
Emerald Financial Group Charlotte
Jun 2025 — Present · Charlotte, NC, US
Segmented 500 clients by demographics to target marketing, cutting email volume by 25% while enhancing engagement- Automated personalized quarterly emails in Excel using TypeScript, VBA, and HTML + CSS, saving 5 hours per quarter- Engaged in 3–5 client meetings weekly, summarizing key takeaways and delivering actionable insights
Education
The University of North Carolina at Chapel Hill
Bachelor of Business Administration - BBA
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