SIDDH PATEL

Highly motivated and goal-driven financial analyst with a strong ability to collect, monitor, and study data in order to analyze financial status and recommend effective business strategies. Experienced in qualitative and quantitative analysis, contract management, and forecasting. Tech-savvy in the use of spreadsheets, accounting, and financial management software, ensuring accurate and efficient financial reporting.

Financial Management Association, Member

Rutgers University, 09/01/22

• Present and organized meetings with guest speakers from various financial services professions to gain insights about real-world issues with leaders on topics related to current events, trends, and personal experiences, attended the international Finance Leaders' Conference for finance leadership development; attended virtual sessions with thought leaders on topics such as ESG investing, Fintech, market trends, corporate ethics, and diversity

Rowan Student Investment Group , Secretary

Rowan University, 10/01/22 - 05/01/22

• Gained insight into investment management strategies and philosophies while networking with professionals, scheduled meetings to understand the basics of equities trading to complex, industry-wide investing strategies, led financial strategy discussions, provided technical training, and facilitated weekly stock pitches for the team

RECON Economics Group , Member

Rutgers University, 09/23 - Current

• Led strategic programs engaging alumni for student career guidance, industry insights, and networking opportunities, provided valuable insight, marketing materials, and orientation for new members at recruitment events, established and maintained strong relationships with real estate investors and professionals in the community

• Introduction to Corporate Finance by Wharton (Coursera)
• Financial Industry Regulatory Authority (FINRA): Securities Industry Essentials (SIE) Exam - In Progress