Neel P. Patel
Neel P. Patel
Neel P. Patel
Patel
Email: [email protected] Objective To secure a job in the financial sector in order to contribute my skills and knowledge towards analysis, project management, and professional duties, as well as gain valuable business experience. Education: DePaul University, 2014 Bachelors in Finance and Accounting & Minor in Professional Writing Deans List 2011 Extracurricular Creator/Operator of Investment Research Guide Prime Time Capital Management www.realmajormoney.blogspot.com Leader of Youth Convention for Non-Profit Organization (YDS) (2006-Current) Organizer Atmiya Premier Cricket league (2011-Current) Member of Chicago T20 League Member Mens Bowling League (Algonquin, IL) - Scholar Member of Accounting Club Member FGE (Future Global Executives) Experience: September 2012 Current Merrill Lynch (Crystal Lake, IL) Wealth Management Intern Searched for and mailed designated research reports as required Research various mutual fund investments as required Learned about investment opportunities within the financial services industry. Helped Clients with asset allocation and investment selection. Helped develop client relationship by generating reports, preparing correspondence, and performing other relationship-oriented tasks. Created portfolio rebalancing assistance, running proprietary programs, and assembling reports for clients.
June 2008- January 2012 MOTEL 6 General Manager/Partner Analyzed & Improved Seasonal Occupancy Handled section of Public Relations Managed all Financial Accounts In charge of managing and developing financial records. Considered Employee management August 2011- February 2012 Northwestern Mutual
(Akron, OH)
Financial Representative Developed personal cliental Networked with external resources Worked with clients and created a blueprint for financial responsibility Received license in the state of Illinois for health and accident insurance. June 2011 August 2011 Aflac (Chicago, IL) Human Resource Intern Researching and collecting data for various HR initiatives Networking with external resources Preparing all new hire paperwork Advertising all open job positions