Shivam S. Patel
Student at The University of Chicago
- Role
- Junior Investment Research Analyst at Sc Wealth Advisors
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Shivam S. Patel
Motivated student with a strong passion for trading and financial markets, seeking an…
Experience
Junior Investment Research Analyst
Jun 2024 — Present · Oakbrook Terrace, IL, US
Optimized client portfolios by automating quarterly rebalancing with weighting bands and recommended strategic ETF investments through comprehensive analysis using Morningstar to enhance risk-return profiles. Integrated CRM workflows to improve client communication, boosting client retention and prospect conversion rates through consistent outreach and tailored financial recommendations.
Education
Glenbard North High School
High School Diploma
University of Chicago
Bachelor of Arts - BA, Economics
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