Summary
Overview
Work History
Education
Skills
Timeline
Generic

LUV PATEL

Fords,NJ

Summary

Financial Planning Intern with expertise in financial analysis, budgeting, and strategic planning. Demonstrated strong analytical skills and ability to deliver effective solutions for complex financial challenges. Contributed to team projects by ensuring data accuracy and consistency. Knowledgeable in financial forecasting and risk management principles.

Overview

2
2
years of professional experience

Work History

Financial Planning Intern

Osaic
Collingswood, New Jersey
04.2025 - 08.2025
  • Partnered with advisors to design retirement and investment strategies, contributing to portfolio returns improving by ~15%
  • Prepared detailed financial reports and projections using eMoney and portfolio analysis tools to support client decision-making
  • Maintained and organized client records with 100% compliance, driving a 20% increase in client satisfaction scores
  • Participated in 10+ client meetings and internal development sessions, strengthening financial planning expertise
  • Collaborated with team members to deliver tailored, actionable advice that aligned with individual client goals
  • Simplified complex financial concepts into clear language, improving client understanding and trust

Tech Consultant

Target
Old Bridge, NJ
02.2024 - 07.2024
  • Delivered personalized tech demos and recommendations driving a 10-15% increase on sales
  • Oversaw 200+ tech product SKUs and ensured 100% accurate signage and availability
  • Enhanced customer experience through tailored interactions
  • Collaborated with cross-functional teams on 3+ system upgrades, contributing to smoother operations and reduced downtime
  • Supported data management initiatives to improve inventory tracking systems

Brand Representative

Hollister
Woodbridge, NJ
12.2023 - 07.2024
  • Fostered welcoming store environment through outgoing presence to enhance customer experience
  • Anticipated customer needs and responded articulately to ensure satisfaction
  • Consistently drove sales on the floor by closing 5-10 transactions per shift, helping the store exceed weekly revenue goals

Education

Bachelor of Science - Finance

Rutgers Business School
Newark, NJ
05.2027

Skills

  • Research and writing
  • Effective communication
  • Advanced mathematics
  • Microsoft Excel
  • Team collaboration
  • Time management
  • Adaptability
  • Financial planning
  • Client management
  • Data analysis
  • Investment strategies
  • Regulatory compliance

Timeline

Financial Planning Intern

Osaic
04.2025 - 08.2025

Tech Consultant

Target
02.2024 - 07.2024

Brand Representative

Hollister
12.2023 - 07.2024

Bachelor of Science - Finance

Rutgers Business School

Similar Profiles

CREATE PROFILE
LUV PATEL
Want your own profile? Create for free at Resume-Now.com