Deep Enrich
Dhyay Patel, MS
Kumon Tutor
853 followers
United States
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About me
Data Analyst @WellsFargo
Education
University of North Carolina at Charlotte
2021 - 2023Bachelor of Business Administration - BBA Finance, GeneralActividades y grupos:Finance & Business Analytics Double Major Activities: Charlotte Business Club, Investment Club, Sports Equipment Manager for UNCC football team, and PWH-UNCC.
University of North Carolina at Charlotte
2023 - 2024Master of Science - MS Data Science and Business Analytics
Ardrey Kell High School
2017 - 2021High School DiplomaActividades y grupos:Activities: Deca, TSA, and Knights in Action
Experience
Kumon North America, Inc.
May 2017 - Sept 2017Kumon Tutor
CUTCO Cutlery
Jun 2020 - Jan 2020Sales Associate
Innovation Partners, LLC
May 2022 - Jan 2023Finance and Investment Analyst• Built various financial models using the latest financial modeling techniques such as Microsoft Excel. • Generated product illustrations and investment proposals for over 100 reps. • Generated weekly representative payout and transaction reports for over 100 reps and thousands of clients. Also, helped create quarterly AUM reports for the accounting department. • Provided business administrations, financial, compliance, and investment support to the broker dealer, investment advisory, actuarial, and insurance divisions. • Helped team members with Trade Surveillance models to detect any market manipulation, fraud or money laundering. Mostrar menos
Wells Fargo
Oct 2023 - Jan 2024Coporate Model Risk AnalystWells Fargo
Jun 2024 - nowIndependent Testing Specialist - Data Analyst
Licenses & Certifications
- View certificate
Joining Data in SQL
DataCampJun 2023
- View certificate
M100: MongoDB for SQL Pros
MongoDBJul 2023
Volunteer Experience
Child Care Specialist
Issued by The Y (YMCA) on May 2017
Associated with Dhyay Patel, MSPackaging Manager
Issued by Loaves and Fishes on Sept 2018Associated with Dhyay Patel, MS
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