Ishan Patel
Location
Dallas, TX
Gulf Shores, AL
Education
S
Southern Methodist University
August 2020 - May 2021
degree
Master's
major
Finance
A
Auburn University, Raymond J. Harbert College of Business
Work Experience
A
Anne Rife Cox and Nancy Chambers Underwood Investment Fund
Member
Dallas, TX, US
August 2020 - December 2020
company
Anne Rife Cox and Nancy Chambers Underwood Investment Fund
title
Member
overview
- Hands-on money management of the information technology sector of the Ann Rife Cox and Nancy Chambers Underwood
- Investment Fund worth about $10.5 million
- Performed analysis of the information technology sector using different financial software, Bloomberg and FactSet, in order to make sound investment decisions for the investment fund
- Learned about the examination and analysis of portfolio asset selection, allocation, risk management, and performance
P
Paradigm Hotel Group
Analyst
Foley, AL, US
January 2020 - July 2020
S
Synovus Financial Corporation
Summer Strategy Office Intern
Atlanta, GA, US
June 2019 - August 2019
Skills
Languages
EnglishGujarati