Neil Patel
Investment Consultant
United States
Atlanta
Investment Management
Financial Analysis, Portfolio Management, Asset Allocation, Financial Modeling, Commercial Real Estate Analysis, Microsoft Excel, PowerPoint, Asset management, Valuation, Investments, Bloomberg, Mutual Funds, Options Strategies, Equities, Finance, Data Analysis, Mergers & Acquisitions
Experience
Investment Consultant
Neilshivam Consultant LLC
Greater Atlanta Area
Acquisition Analyst
Simpson Housing LLLP / Simpson Property Group LLC
Greater Atlanta Area
Investment Analyst
Prudential plc
Intern
Morgan Stanley
Researched stocks and mutual funds based on risk metrics and key financial ratios Utilized Excel to create comparisons of returns on different securities Created Potential Clients List and helped market retirement plans to clients
Intern
Citigroup Smith Barney
Helped create asset allocations for clients Conducted cost averaging for stocks Created PowerPoint presentations for teams to present to clients
Education
Georgia Institute of Technology
Accounting and Finance
Neil Patel's Contact Information
Phone
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