Mia Patel
Financial Assistant @Pharus
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2023 — Present
Financial Assistant @Pharus
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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
2024 — 2028
Northeastern University
PPE & Business Administration: Finance
ABOUT MIA PATEL
Junior at Northeastern University studying Politics, Philosophy, and Economics & …
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