Raj Patel
Finance & Management Double Major at the University of South Carolina\'s Darla Moore School of Business
- Role
- Wealth Management Intern at Delta Epsilon Psi Fraternity, Inc
- Location
- Columbia, SC, US
- LinkedIn followers
- 500 followers
About Raj Patel
Hello! I am a senior first-generation student at the University of South Carolina…
Experience
Wealth Management Intern
Delta Epsilon Psi Fraternity, Inc
Jul 2025 — Present · Irmo, SC, US
Utilize Morningstar platform to enhance financial planning, portfolio analysis, and investment research• Develop investment plans for clients, while considering their risk tolerance, time horizon, and financial goals• Design and implement diversified portfolios for 5 theoretical clients with distinct risk tolerance using modern portfolio theory to maximize expected returns
Education
Darla Moore School of Business at the University of South Carolina
Bachelor of Business Administration - BBA, Finance and Management
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