Dhilan Patel
Houston,USA
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Rethink Wealth
09.2022 - Current
- Acted as the primary point of contact for clients, providing investment guidance and addressing their financial needs
- Conducted comprehensive financial assessments to understand clients' goals, risk tolerance, and investment preferences
- Developed tailored investment strategies, managed portfolios, and provided regular performance updates
- Collaborated with cross-functional teams to ensure seamless client experiences and effective problem resolution
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
Portfolio Management (Family Office)
Shreeji Hospitality
03.2020 - 09.2022
- Assisted with recommendations on maintaining portfolio of small to large cap stocks at reasonable valuation and areas that were seeing growth or mean reversion
- Staying current with incoming economic data, Federal Reserve Meetings and developments that could affect market trends
- Developed financial models and maintained spreadsheets on small to medium cap growth companies believed to be undervalued to assess investment strategies
- Developed detailed financial models to evaluate potential investments, contributing to risk management efforts.
- Demonstrated strong analytical skills in assessing investment opportunities, leading to sound recommendations for portfolio adjustments.
- Assisted in managing client portfolios by monitoring asset allocation and rebalancing when necessary.
- Participated in regular meetings with senior team members to discuss market trends and industry developments.
Daily Operations Manager
Shreeji Hospitality
04.2016 - 09.2022
- Managed client inquiries, account inquiries, and problem resolution
- Facilitated the marketing process for new clients, assisting with account setup and paperwork
- Maintained accurate client records, updated account information, and filing
- Analyzed performance metrics to make data-driven decisions that improved overall operations efficiency.
- Managed team performance by setting clear objectives and providing constructive feedback.
- Implemented inventory management systems to maintain optimal stock levels and reduce waste.
- Improved daily operations efficiency by streamlining processes and implementing time-saving strategies.
Education
Bachelor of Science - Economics, Business Administration
University of Houston
05.2021
Skills
- Microsoft Office- Excel
- Microsoft Office- Word
- Microsoft Office- PowerPoint
- Investment Advisory
- Financial Analysis
- Client Relationship Management
- Market Research
- Asset Allocation
- Portfolio Management
- Financial Modeling
- Communication and Presentation
- Relationship building and management
- Investment Management
- Financial Goal Planning
Certification
- Life Insurance
- Series 7
Languages
English
Native or Bilingual
Gujarati
Native or Bilingual
Spanish
Limited Working
Timeline
Financial Advisor
Rethink Wealth
09.2022 - Current
Portfolio Management (Family Office)
Shreeji Hospitality
03.2020 - 09.2022
Daily Operations Manager
Shreeji Hospitality
04.2016 - 09.2022
Bachelor of Science - Economics, Business Administration
University of Houston
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