Akshay Patel

Experience

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  WWHO (Where is it, What is it, and How much)

  Jan 2016 - Sept 2019

  College Startup- Cofounder

  Our company focused on providing a local mobile platform that enabled peer to peer sharing of occasionally needed big-ticket items. My role in this consumer service startup focused on engaging larges of audience across the eastern coast of the United States and increasing productivity numbers by engaging the public and encouraging user sign-ups via University campus presentations and online advertising

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  24 Hour Fitness

  Aug 2017 - May 2019

  Sales Service Representative

  Being the front face of 24 Hour Fitness, I was tasked with the responsibility to provide a seemingly pleasant and efficient interaction to gym clients and guests within the building and via phone or email. An average workday included interacting with about two-hundred clients and guests, offering solutions and understanding to any concerns or questions, and maintaining the fitness and wellness standard of 24 Hour Fitness in their flagship location on the east coast.

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  Lucid Hedge

  Aug 2019 - Nov 2020

  Research Analyst

  • Built from scratch this paid investment research service growing it to over 75 members. Used AI to scan the markets for investment information that investors can use to make better investment decisions. This service was created while still a student.• Provided members with weekly email updates with crucial information such as company insider buying and selling, analyst upgrades and downgrades, and earnings reports. • Maintained high approval rating standing at 96 percent on investment opinions. Returned 10-15% ROI on investments Show less

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  Bank of America Merrill Lynch

  Dec 2019 - Sept 2024

  Managed Account Advisors serves as the central resource for implementation and management of managed and custom managed strategies within IAP and SPS. The team works closely with the Chief Investment Office and Global Research to provide support and delivery of consistent implementation, objective insights, and guidance. Financial health is important. That’s why I find it important to keep consumers and businesses financially healthy, and give them the power to control how they grow successfully ,thus being able to support every opportunity in their life stages

  • MSG Trade Specialist I, Managed Account Advisors

    Jun 2022 - Sept 2024

  • MSG Trade Specialist, Managed Account Advisors

    Dec 2020 - Jun 2022

  • Relationship Banker, Consumer and small business

    Dec 2019 - Nov 2020
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  Magna Global Partners

  Sept 2024 - now

  Managing Partner

  Magna Global Partners is a midsize private equity fund with exposure to energy and asset backed investments within energy and holsters the mission of delivering superior returns through strategic and diversified placements while focusing on what matters most, our shareholders and their value.