Talk to sales Try for Free
Laksh Patel

Laksh Patel

Finance Intern

Followers of Laksh Patel2000 followers
location of Laksh PatelCharlotte, North Carolina, United States

Connect with Laksh Patel to Send Message

Connect

Connect with Laksh Patel to Send Message

Connect

  • Timeline

  • About me

    Finance at Virginia Tech | Metals Analyst at COINS

  • Education

    • Landstown High School

      2016 - 2020
      High School Diploma Information Technology strand in Technology Academy

      Activities and Societies: Future Business Leaders of America (2016-2020), National Technical Honor Society (2017-2020), Rho Kappa Social Studies Honor Society (2018-2020), Varsity Wrestling (2017-2020), Varsity Wrestling Starter (2018-2020), Varsity Wrestling Captain (2019-2020) - Located in Virginia Beach, VA- Involved in 4 years of academic experience in SQL, database, coding and all Microsoft applications including Excel/Word/PowerPoint/Office

    • George Mason University

      2020 - 2022
      Bachelor's degree Finance

      - Located in Fairfax, VA

    • Virginia Tech

      2022 - 2024
      Bachelor's degree Finance, concentration in Investment Management and Chartered Financial Analyst (CFA®) Option

      Activities and Societies: Commodity Investing by Students (COINS) - Located in Blacksburg, VA

  • Experience

    • Airbus US Space & Defense, Inc.

      May 2022 - Aug 2022
      Finance Intern

      FP&A - Aerospace & Defense

    • Commodity Investing by Students (COINS)

      Oct 2022 - Mar 2023
      Junior Analyst

    • Commodity Investing by Students (COINS)

      May 2023 - now

      SLV Trader - $1.3M AUM

      • Metals Analyst

        Mar 2023 - now

      • Co-Head of Professional Development

        May 2023 - Feb 2024

    • Wells Fargo

      Jun 2023 - Aug 2023
      Investment Strategy & Research Intern

      Wells Fargo Investment Institute - Global Portfolio Management

    • Sigiriya Growth Advisors

      Feb 2024 - May 2024
      Investment Banking & Capital Raising Spring Analyst

      Venture Capital/Growth Equity - Deal experience: Real Estate, BioTech, Entertainment

    • Hilltop Securities Inc.

      May 2024 - now
      Sales & Trading Summer Analyst

      Generalist Fixed Income Sales

  • Licenses & Certifications

    • Series 7

      FINRA
      Apr 2025

    • Securities Industry Essentials (SIE)

      FINRA
      Jul 2024

    • Certificate of Course Completion - Intro to FX

      CME Group
      Jul 2023

    • Series 63

      NASAA
      Apr 2025

    • Microsoft Office Specialist: Microsoft Office PowerPoint 2016

      Microsoft
      Jan 2018

    • Financial Literacy

      Working in Support of Education (W!se)
      Jan 2020

    • Bloomberg Market Concepts (BMC)

      Bloomberg LP
      Jul 2022

    • Certificate of Course Completion - Intro to Precious Metals

      CME Group
      May 2023

  • Honors & Awards

    • Awarded to Laksh Patel
      CME Group FX Futures Trading Challenge CME Group Jul 2023 Top 250 placement while trading FX Products - G10, G7, and Emerging Market currency pairs
    • Awarded to Laksh Patel
      CME Group Precious Metals Futures Trading Challenge CME Group Jun 2023 Top 250 placement while trading precious metals futures contracts (Gold, Silver, Platinum, and Palladium)

  • Volunteer Experience

    • Alumni Advisory Member

      Issued by Catalyst on Feb 2025
      CatalystAssociated with Laksh Patel

    • Volunteer Assistant Coach

      Issued by Landstown High School on May 2021
      Landstown High SchoolAssociated with Laksh Patel

    • Teen Advisory Group member

      Issued by Tidewater Community College on Sept 2016
      Tidewater Community CollegeAssociated with Laksh Patel

    • Student Volunteer

      Issued by City of Virginia Beach on Apr 2018
      City of Virginia BeachAssociated with Laksh Patel