Caden Patel
Vanderbilt MS Finance Candidate ‘26 | Wealth Management Intern @ LWM
- Role
- Wealth Management Intern at Lashkari Wealth Management
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Caden Patel
Vanderbilt MS Finance candidate (26’) at the Owen Graduate School of Management. I\'m…
Experience
Wealth Management Intern
May 2025 — Present · Costa Mesa, CA, US
Supported high-net-worth clients from private companies in aerospace, defense, and AI with tailored financial planning strategies- Assisted in the analysis of equity compensation, including RSUs, ISOs, and NSOs, to optimize tax outcomes and liquidity events- Contributed to the development of comprehensive wealth management plans integrating investment strategy, retirement planning, and estate considerations- Participated in risk mitigation reviews and helped design diversification strategies for concentrated equity positions- Collaborated with advisors in preparing client-ready materials and scenario models to support personalized financial decision-making.
Education
Vanderbilt University Owen Graduate School of Management
Master of Science - MS, Financial Mathematics
2025 — 2026
California State University, Fullerton
Bachelor of Business Administration - BBA, Finance, General
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