Happyen Patel has been a Investments Specialist at New York Life Insurance Company since 2004. Additionally, this professional has on-the-job experience at more than two companies in the relevant field. Happyen Patel studied at the Chartered Alternative Investment Analyst (CAIA) Association from 2011. Now the professional lives in Chicago, Illinois region. Find this person's current e-mail and phone with our search.
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Happyen Patel
Last updated Aug 22, 2024
Contact Information
Workplace
Colleagues
Work History
Investments Specialist
ÃÂâÃÂÃÂÃÂâ Analyze financial information obtained from clients and develop financial plans to meet specific goals.
ÃÂâÃÂÃÂÃÂâ Apply knowledge of financial and ins...
from Oct 2004
Financial Analyst Intern
ÃÂâÃÂÃÂÃÂâ Analyze companies and their respective industry factors that affect the future performance of the company and its value in the market.
ÃÂâÃÂÃÂÃÂâ Apply...
Jun 2007 — Mar 2008
Education
from 2010
2004 — 2008
Occupations
Executive
Chairperson
Accountant
Financial Analyst
Apprentice
Managers
Chief Executive
Student Worker
Skills
mergers & acquisitions
leveraged buyouts
financial modeling
Bloomberg
analytical skills
corporate finance
customer relations
economics
financial statements
forecasting
investment analysis
microsoft office
and valuation
FAQs about Happyen Patel
What is the main profession of Happyen Patel?
This professional's job is Financial Professional
What jobs is Happyen Patel proficient at at?
Happyen Patel is proficient at Executive and Chairperson jobs.
Where is Happyen Patel located?
The professional is located in Chicago, Illinois.
Where did Happyen Patel work?
Happyen Patel worked at New York Life Insurance Company, HDJ Financial.
Where has Happyen Patel studied?
Happyen studied at the Chartered Alternative Investment Analyst (CAIA) Association from 2011.
Are there any special industries Happyen Patel works in?
Happyen works in Investment Management industry.
What are professional skills of Happyen Patel?
This professional has such skills as mergers & acquisitions, leveraged buyouts, financial modeling, Bloomberg, analytical skills, corporate finance, customer relations, and economics.