Dylan Patel
Irvine,CA
Overview
5
5
years of professional experience
Work History
Shift Supervisor
CVS Pharmacy
Anaheim, CA
05.2019 - Current
- Completed store opening and closing procedures and balanced tills.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction
- Trained new employees and delegated daily tasks and responsibilities.
- Helped store management meet standards of service and quality in daily operations.
- Built performance-oriented culture with satisfied, hardworking employees by clearly highlighting employee success and communicating feedback
- Oversaw inventory and product stock to develop and maintain inventory controls resulting in cost savings and reduced overages.
Investment Analyst
Titan Capital Management
Fullerton, CA
06.2020 - 06.2021
- Actively managed multiple equity and fixed income portfolios to ensure outperformance
- Generated comprehensive reports on portfolio performance and risk assessment.
- Developed numerous financial models to assess potential investments and identify potential risks.
- Monitored market trends and news to identify emerging opportunities.
- Frequently communicated with over 20 team members across different sectors.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Developed financial projections and forecasts to guide investment decisions.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Conducted detailed investment analysis, calculations and reports.
Education
Bachelor of Arts - Finance
California State University, Fullerton
Fullerton, CA05.2021
Associate of Arts - Business Administration
Santiago Canyon College
Orange, CA08.2019
Skills
- Capital Markets
- Financial Modeling
- Asset Allocation
- Industry Analysis
- Equity Research
- Data Analysis and Review
- Technical Writing Knowledge
- Attention to Detail
- Problem Solving
- Financial Literacy
- Customer-Oriented
- Operations Management
- Ability to grasp new concepts quickly and adapt to challenges
Coursework
- Advanced Business Communication
- Financial Management
- Information Systems and Decision Sciences
- Organizational Behavior
- Intro to Investments
- Financial and Managerial Accounting
- SMIF
Timeline
Investment Analyst
Titan Capital Management
06.2020 - 06.2021
Shift Supervisor
CVS Pharmacy
05.2019 - Current
Bachelor of Arts - Finance
California State University, Fullerton
Associate of Arts - Business Administration
Santiago Canyon College