Shrey Patel
Finance & Public Policy and Management @ NYU Stern
- Role
- Wealth Management Intern at Equitable Advisors
- Location
- New Hyde Park, NY, US
- LinkedIn followers
- 500 followers
About Shrey Patel
Junior at NYU Stern School of Business studying Finance with a minor in Public Policy and…
Experience
Wealth Management Intern
Apr 2025 — Present · Melville, NY, US
Utilized Asset-Map software to visually organize and assess client assets and liabilities, supporting comprehensive strategic financial planning- Made weekly phone calls to clients to schedule follow-up meetings, strengthening relationship management and communication skills- Participated in numerous prospective client meetings to gain exposure to effective client relationship management- Acquired expertise in 401(k) and Roth IRA structures to enhance client retirement planning strategies
Education
NYU Stern School of Business
BS in Finance, Public Policy and Management
Herricks High School
High School Diploma
New York University Florence
B.S. in Finance, Public Policy and Management
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