Roshan Patel

Financial Advisor at Equitable Advisors

Role
Financial Advisor at Equitable Advisors
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Roshan Patel

I am a full-time student at Marquette University. I enjoy being in the outdoors, spending time with friends and family, working out, playing sports, and doing car-related projects. I consider myself a very extroverted person and enjoy trying new things to gain new experiences. I am a hard-working student with the main goal of becoming successful and succeeding in my education. Below is some information about my years of work experience, skills, and achievements.Work Experience 1: Worked at Dream Occasions for 5 years as a full-time employee. I worked here during the summer months when I was not in school. This job taught me more about team building, leadership, strategic planning, organization, and time management.Work Experience 2: At Marquette University in the class Business Day 1, I am the Chief Financial Officer of an online coffee shop simulation. Some skills I have learned from this experience was, how to analyze balance sheets and income statements, how to budget money and revenue made, and how to work with other team members so that we all succeed together.Clubs: Spanish National Honors Society, Real Estate Club, Indian Student Association, Cricket, Recreational SportsAchievements: Highest Honor Roll (High School)

Experience

  1. Financial Advisor

    Equitable Advisors

    May 2025 — Present · Oak Brook, IL, US

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Roshan Patel — Financial Advisor at Equitable Advisors in Chicago, IL, US | Unifers