Parth Mohan

Parth Mohan

Director of Finance and Publicity

Followers of Parth Mohan1000 followers
location of Parth MohanCary, North Carolina, United States

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  • Timeline

  • About me

    Finance and Data Science Student at UNC Chapel Hill | MetLife Foundation Pathways Scholar

  • Education

    • Wake Technical Community College

      2021 - 2023
      Associate of Arts - AA
    • University of North Carolina at Chapel Hill

      -
      Bachelor's degree

      Minors: Data Science and Conflict Management

    • UNC Kenan-Flagler Business School

      -
      Bachelor of Science in Business Administration
    • Green Hope High School

      -
      High School Diploma
  • Experience

    • Service Beakers Inc

      Aug 2020 - Jan 2022
      Director of Finance and Publicity

      • Authored 10 30-minute seminars on environmental impacts presented by 5-6 trained staff members across NC• Fundraised over $140,000 in laptops and donations from Lenovo and the Kramden Institute for the crowdfunded Honduras Project, which resulted in improved internet infrastructure in Nuestra Señora de Suyapa, Olancho, Honduras• Expanded student participant pool by 250% and supported the expansion of staff and curriculum to CA and NY

    • Block & Associates Realty

      Apr 2022 - Aug 2023
      Project Intern

      • Presented 2,000+ mortgage updates to the Block and Associates owners through data analysis on Microsoft Excel• Contacted 100+ clients by phone, and informed tenants of the impact of the CARES Act on their mortgage• Implemented a message system called AppFolio where property managers can communicate directly with the client

    • Tailored Brands, Inc.

      Jun 2022 - Aug 2023
      Sales Lead

      • Singlehandedly sold over $100,000 worth of product and coordinated $80,000 of weekly sales with a team of sales associates• Spearheaded retail sales for one of the busiest The Men’s Wearhouse stores on the East Coast (Store # 3201)• Organized meetings with Tailored Brands executives to discuss the introduction and placement of new products

    • Cisco

      Jun 2022 - Jul 2022
      Intern

      • Competed in a 2-week competitive summer program (12% acceptance rate nationally) which explored topics such as cloud computing, cyber security, and business analytics• Won 3rd place in the IoT Capstone Project Competition for our unique solution to supply chain problems. We pitched the use of Meraki cameras and LoRaWAN sensors to improve the transportation sector, by ensuring the safety and organization of rail and mass transit. Competition analysis was also done to identify who our competitors were and what challenges we would face (which we identified as cost and ability to obtain this bleeding-edge technology).• Communicated with 10 corporate Cisco executives and discussed how nonprofits can improve technology while also providing valuable community service.• Achieved the Extern of the Week award for extraordinary participation and depiction of leadership with the cohort Show less

    • Carolina Investment Group

      Sept 2023 - now
      Equity Analyst

      Technology Group | $500K Paper Funds

    • TAMID Group at UNC Chapel Hill

      Sept 2023 - Apr 2024
      Consultant

      • Developed 4-5 case studies for Manteca, Annica Wellness, and Clarifruit Market Strategy on our collaboration results• Created a fundraising site for the national TAMID chapter for peace in the Middle East and raised $500,000 in 12 weeks

    • 180 Degrees Consulting UNC-Chapel Hill

      Sept 2023 - now
      Business Consultant

      Technology Group

    • UNC Portfolio Management Team

      Sept 2023 - now
      Analyst

      Technology Group | $100K AUM

    • Next Haven Group

      Jan 2024 - May 2024
      Private Equity Analyst

      Healthcare Group

    • SAS

      May 2024 - Aug 2024
      Value Engineering Intern

      Healthcare and Life Sciences Advisory

  • Licenses & Certifications

    • Microsoft Certified: Azure AI Fundamentals

      Microsoft Azure
      Jan 2024
    • Introduction to Cybersecurity

      Cisco
      Jun 2022
      View certificate certificate
    • Microsoft Excel Expert

      Microsoft
      Dec 2021
    • Securities Industry Essentials (SIE)

      FINRA
      Aug 2024
    • Bloomberg Market Concepts

      Bloomberg
      Jan 2024
    • Microsoft Office Specialist - Associate

      Microsoft
      Nov 2021
    • Microsoft Excel 2019

      Microsoft
      Nov 2021
    • Microsoft PowerPoint 2019

      Microsoft
      Dec 2019
    • Microsoft Word 2019

      Microsoft
      Nov 2019
  • Honors & Awards

    • Awarded to Parth Mohan
      1st Place; UNC Kenan-Flagler Alpha Challenge UNC Kenan-Flagler School of Business Apr 2024 Won 1st place in the fixed-income division of the Alpha Challenge, pitching an AMGEN Senior Unsecured Bond; 3.350% Yield; Maturity at 2032.