Karan Patel

Student Equity Analyst

188 followers

Oshawa, Ontario, Canada

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Timeline
About me
Loan Solutions Consultant @ Fairstone Bank | Mortgage Brokers, Bankers And Agents
Education
- University of South Dakota
  2015 - 2017
  Bachelor of Business Administration - BBA Economics University: 3.76; Major: 3.5; Minor: 3.5
  Activities and Societies: Coyote Capital Management; Students Enhancing Resources for Vermillion Enrichment (S.E.R.V.E); USD Alternative Week of Off-Campus Learning (AWOL) Minor: Finance
- University of South Dakota
  2017 - 2018
  Master of Business Administration - MBA Business Administration and Management, General 3.75
- Trent University
  2022 -
  Postgraduate Degree Human Resources, Marketing and Entrepreneurship
Experience
- Coyote Capital Management
  Aug 2015 - Dec 2016
  Student Equity Analyst
  • Prepared, analyzed, and presented detailed reports to assist in managing over $1.5 million dollars. • Member of the financial sector overlooking financial securities particularly Berkshire Hathaway.International Economist • Provided international economic analysis to all members of the organization.• Researched economic trends and stock indices from around the world.• Presented on economic indicators (GDP, inflation, unemployment & debt), exchange rates, highlights of news economic news and a brief risk assessment of various countries and markets. Show less
- The University of South Dakota
  Sept 2015 - Feb 2017
  Athletics Department
  - Event Staff
    Sept 2015 - Feb 2017
  - Ground Crew - Facilities Maintenance
    Sept 2015 - Apr 2016
- SBM Hospitality LLC
  May 2016 - Aug 2016
  Hotel Management Intern
- Aramark Refreshment Services
  Nov 2016 - Apr 2017
  Line Cook
- SBM Hospitality LLC
  May 2017 - Aug 2017
  Hotel Management Intern
  Served as a Hotel Management Trainee under the supervision of the General Manager at TownePlace Suites.
- University of South Dakota Beacom School of Business
  Aug 2017 - May 2018
  Graduate Research Assistant
- The University of South Dakota
  Jan 2018 - May 2018
  Peer Tutor - Beacom School of Business
  • Tutored graduate and undergraduate students in accounting, finance, and economics courses.
- SBM Hospitality LLC
  Jan 2019 - Jan 2020
  Hotel Operations & Finance Associate
- Wells Fargo
  May 2019 - Jan 2020
  Loan Documentation Specialist
- Self-employed
  May 2020 - Aug 2022
  Owner
- Fairstone Bank
  Mar 2023 - Mar 2024
  Loan Solutions Consultant
Licenses & Certifications
- Mortgage Brokers, Bankers And Agents
  Financial Services Regulatory Authority of Ontario (FSRA)
  Jun 2023
  View certificate
Honors & Awards
- Awarded to Karan Patel
  Accounting and Finance Award Recognition Dinner Beacom School of Business Nov 2018 Top Performance Award in the Accounting and Finance Division
- Awarded to Karan Patel
  Dean's List Beacom School of Business Aug 2018 Fall 2018 academic term
- Awarded to Karan Patel
  Top 100 Students for Academic Achievement Beacom School of Business Oct 2017 Fall 2017 academic term
- Awarded to Karan Patel
  Dean's List Beacom School of Business Aug 2017 Fall 2017 academic term
- Awarded to Karan Patel
  Top 100 for Academic Achievement Beacom School of Business Apr 2017 Spring 2017 academic term
- Awarded to Karan Patel
  Dean's List Beacom School of Business Jan 2017 Spring 2017 academic term
- Awarded to Karan Patel
  Top 100 for Academic Achievement Beacom School Of Business Oct 2016 Fall 2016 academic term
- Awarded to Karan Patel
  Dean's List University of South Dakota - Beacom School of Business Aug 2016 Fall 2016 academic term
- Awarded to Karan Patel
  Dean's List University of South Dakota - Beacom School of Business Aug 2015 Fall 2015 academic term
Volunteer Experience
- Patient Escort Service
  Issued by Avera Health on Dec 2018
  Associated with Karan Patel
- Cultural Representative
  Issued by Students Enhancing Resources for Vermillion Enrichment on Aug 2015
  Associated with Karan Patel
- Student Volunteer
  Issued by Students Enhancing Resources for Vermillion Enrichment on Aug 2016
  Associated with Karan Patel
- Student Volunteer
  Issued by Alternative Week of Off-Campus Learning on Sept 2015
  Associated with Karan Patel
- Student Volunteer
  Issued by Alternative Week of Off-Campus Learning on Jan 2017
  Associated with Karan Patel