Harsh Patel
CogSci Machine Learning | Finance | @ UC San Diego
- Role
- Wealth Management Intern at Torrey Wealth
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Harsh Patel
I graduated from the University of California, San Diego, with a degree in Cognitive…
Experience
Wealth Management Intern
May 2024 — Present · San Diego, CA, US
Shadowed financial advisors in client meetings to observe portfolio review discussions, relationship management, and communication of investment performance- Assisted in preparing internal financial reports and models (NPV, IRR, Monte Carlo simulations) to support advisor presentations and client education- Researched market trends and retirement strategies (IRAs, annuities, portfolio allocation, tax strategies) and summarized findings for advisor use- Gained hands-on exposure to client service, investment planning, and financial analysis tools within a professional wealth management environment.
Education
UC San Diego
Bachelor of Science - BS
2023 — 2025
UC San Diego
Minor: Finance
2023 — 2025
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