Mia Patel
Sophomore at Northeastern University.
- Role
- Financial Assistant at Pharus
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Mia Patel
Junior at Northeastern University studying Politics, Philosophy, and Economics & …
Experience
Financial Assistant
Jul 2023 — Present · Los Angeles, CA, US
Summer of 2023: Sat in on 10+ wholesale and product meetings for structured equities, ETFs, money market funds, annuities, and more. Discussed implications of interest rate hike in 2023.Summer of 2025: Use Morningstar for client hypos. In Avantax, use Marketing Central to format email drip campaign. Meet with internals to review mod. growth portfolio.
Education
Northeastern University
PPE & Business Administration: Finance
2024 — 2028
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