Overview
Work History
Education
Skills
Coursework
Timeline
Generic

Dylan Patel

Irvine,CA

Overview

5
5
years of professional experience

Work History

Shift Supervisor

CVS Pharmacy
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
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, CA
05.2021

Associate of Arts - Business Administration

Santiago Canyon College
Orange, CA
08.2019

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

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Dylan Patel