Raj Patel
BBA Finance & Entrepreneurship Graduate | Seeking Entry into Investment Banking & Wealth Management
- Role
- Summer Intern at Sunbelt Securties, Inc.
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Raj Patel
I’m a finance professional with hands-on experience in investment analysis, valuation…
Experience
Summer Intern
Jun 2023 — Present
Conducted in-depth market research, analyzed trends, and contributed to thedevelopment of successful investment strategies.Provided crucial support in portfolio management, optimizing asset allocations,and ensuring compliance with regulatory standards.Played an integral role in financial data analysis, optimizing accountingprocesses, and contributing to accurate financial reporting.Assisted in client communication, addressing inquiries, and providingcomprehensive updates on investment performance, fostering positive clientrelationships.
Education
University of Houston, C.T. Bauer College of Business
Entrepreneurship
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration - BBA, Finance, General
2019
University of Houston
Bachelor of Business Administration - BBA, Finance, General
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