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Dhyay Patel

Dhyay patel

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location of Dhyay PatelEstados Unidos
Phone number of Dhyay Patel+91 xxxx xxxxx
Followers of Dhyay Patel829 followers

  • Timeline

    May 2017 - Sept 2017

    Kumon Tutor

    Kumon North America, Inc.
    Jun 2020 - Jan 2020

    Sales Associate

    CUTCO Cutlery
    May 2022 - Jan 2023

    Finance and Investment Analyst

    Innovation Partners, LLC
    Oct 2023 - Jan 2024

    Coporate Model Risk Analyst

    Wells Fargo
    Current Company
    Jun 2024 - now

    Independent Testing Specialist - Data Analyst

    Wells Fargo

  • About me

    Data Analyst @WellsFargo

  • Education

    • University of north carolina at charlotte

      2021 - 2023
      Bachelor of business administration - bba finance, general

      Actividades 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 - 2024
      Master of science - ms data science and business analytics

    • Ardrey kell high school

      2017 - 2021
      High school diploma

      Actividades y grupos:Activities: Deca, TSA, and Knights in Action

  • Experience

    • Kumon north america, inc.

      May 2017 - Sept 2017
      Kumon tutor

    • Cutco cutlery

      Jun 2020 - Jan 2020
      Sales associate

    • Innovation partners, llc

      May 2022 - Jan 2023
      Finance 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 2024
      Coporate model risk analyst

    • Wells fargo

      Jun 2024 - now
      Independent testing specialist - data analyst

  • Licenses & Certifications

  • Volunteer Experience

    • Child Care Specialist

      Issued by The Y (YMCA) on May 2017
      The Y (YMCA)Associated with Dhyay Patel

    • Packaging Manager

      Issued by Loaves and Fishes on Sept 2018
      Loaves and FishesAssociated with Dhyay Patel