Romil Patel
Madison,AL
Summary
Versatile and results-oriented Investment Analyst with 1.5 years of experience at a $2B wealth management firm. Developed a diversified skill set by actively participating in a wide range of responsibilities, including diligencing potential investment opportunities, conducting high-volume trading, and supporting clients with insights to help them achieve their investment objectives. Gained hands-on experience in market analysis and portfolio optimization, while effectively collaborating with internal teams to drive operational efficiency. Known for a strong technical problem-solving ability and commitment to delivering data-driven solutions that support firmwide success.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Investment Analyst
Twickenham Advisors - Hightower
Huntsville, AL
05.2023 - Current
- Conducted Due Diligence on potential public/private market opportunities
- Monitored and reported the performance of public/private market holdings to advisors and teams
- Constructed and Managed client portfolios
- Executed high-volume trades via trading platforms for client accounts
- Aided in projects designed to increase firmwide operational efficiency
- Collaborated with an institutional client to design a high school investment club. Taught basic financial principles to members
Research Assistant
Univ of Alabama in Huntsville-College of Business
Huntsville, AL
12.2022 - 06.2023
- Analyzed 1000+ public & private companies and identified their M&A activities
Education
Bachelor of Science - Finance
University of Alabama At Huntsville
Huntsville, AL05.2023
Skills
- Intermediate experience with Excel
- Proficient in Envestnet & Tamarac trading platforms
- Proficient with Morningstar & Value Line
- Fluent in English, Hindi, and Gujarati
- Portfolio management
- Problem Solving
Projects
Founder of Momentos (Social Media App)
- Designed the user interface (UI) structure of the application
- Built user community by leveraging Beta Testing
- Implemented Marketing Strategies to increase Brand Awareness
- Designed a sustainable & operational business structure by mapping out operational processes
- Capital Management Group (Jan 2023-May 2023)
- Acted as Fund Manager for UAH's TVA & Durkee Funds with a combined AUM of $1,000,000
- Acted as an Analyst for the Industrials sector
- Authored the Macroeconomic view of 2023 and the Industrials sector outlook for CMG's Annual Report
- Chan Fund (Jan 2022-May 2022)
- Acted as the senior analyst for Financials sector of a portfolio with AUM of $600,000
- Promoted to Fund Manager in Jan of 2023
Certification
- Series 7 & 66
- CFA Program participant
Timeline
Investment Analyst
Twickenham Advisors - Hightower
05.2023 - Current
Research Assistant
Univ of Alabama in Huntsville-College of Business
12.2022 - 06.2023
Bachelor of Science - Finance
University of Alabama At Huntsville
- Series 7 & 66
- CFA Program participant
Similar Profiles
Delia AyerDelia Ayer
Client Services Coordinator at HighTower AdvisorsClient Services Coordinator at HighTower Advisors
Lisa Stojak LynchLisa Stojak Lynch
Executive Director, Content Programming at Hightower AdvisorsExecutive Director, Content Programming at Hightower Advisors
Viviana DidakheViviana Didakhe
Client Service Associate at LourdMurray / Hightower Advisors LLCClient Service Associate at LourdMurray / Hightower Advisors LLC