Shreyas Patil, CFA

Shreyas patil, cfa

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location of Shreyas Patil, CFANew York, New York, United States
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  • Timeline

  • About me

    Vice President Equity Research at Wolfe Research

  • Education

    • Georgetown university mcdonough school of business

      2005 - 2009
      Bachelor of science (b.s.) finance, operations management
  • Experience

    • Credit suisse

      Jul 2009 - Apr 2017

      - Worked as the senior associate on financial models, initiation reports, and ongoing coverage of 11 companies across the US automotive sector. - Extensively researched US automakers, including building financial models, analyzing product cycles to determine mkt share / pricing opportunities, and projecting LV production trends across global markets.

      • Vice President Equity Research

        Jan 2016 - Apr 2017
      • Equity Research Associate , Auto & Automotive Components

        Jul 2009 - Dec 2015
    • Deutsche bank

      Aug 2017 - Jul 2018
      Vice president equity research
    • Wolfe research, llc

      Aug 2018 - now
      Vice president equity research

      Senior analyst on the #1 Automotive Equity Research franchise, focusing on Auto 2.0 and Shared Mobility stocks (includes Uber, Lyft, Chargepoint, Fisker, Tesla, NIO, Aptiv, Visteon, and more). Tasks involve developing and articulating investment recommendations, based on detailed strategic, industry, and financial analysis. Have deep expertise in the most important megatrends impacting global Autos, including Electrification, Electric Infrastructure, Autonomy/Shared Mobility, and Vehicle Connectivity. Regularly interact with automotive & technology investors to convey our investment recommendations and gauge sentiment. Show less

  • Licenses & Certifications

    • Series 7, 63, 86, 87 licenses

      Financial industry regulatory authority (finra)
      Sept 2009
    • Cfa

      Cfa institute
      Aug 2016