ANAND PATEL
Kernersville,NC
Summary
Experienced finance professional with proven track record of providing financial analysis, portfolio management, and research support to senior-level executives. Proficient in financial modeling, valuation techniques, corporate finance, and financial statement analysis. Driven by a passion for financial markets, seeking to apply expertise in developing and optimizing investment strategies.
Overview
10
10
years of professional experience
Work History
FAA Air Traffic Control Trainee Program
Federal Aviation Administration
09.2024 - 01.2025
- Basic aviation knowledge including the fundamentals of flight, weather navigation charts, the pilot's environment and Air Traffic procedures along with multiple knowledge checks, end-of-lesson test and block tests.
- Basic air traffic knowledge with academics and simulation.
- Basic air traffic separation and services including issuing clearances to pilots and providing separation between aircraft.
Hotel Contractor
DKP Renovations Inc
06.2016 - 01.2024
- Provide quick turnaround and manage resources according to urgency/deadlines of work and coordinates works accordingly.
- Successfully renovate and/or construct 20+ properties across the nation and supervise over 40 employees.
- Assisted clients in achieving goals using collaborative processes and expert industry knowledge.
Financial Analyst
MassMutual
09.2016 - 03.2017
- Developed professional relationships with nearly 100 clients while advising a total of $20 million in assets.
- Developed new and efficient processes to inputting and executing trading in client accounts and many tasks for the team.
- Utilized and maintained databases that tracked sales activity, pipeline, and other metrics.
Senior Financial Insurance Consultant
Amerilife & Health Services
05.2015 - 06.2016
- Developed and maintained long-term relationships with policyholders and small business entities.
- Conducted annual reviews of existing policies to update information.
- Developed custom financial strategies for clients to help them reach their long-term financial goals.
- Facilitated educational workshops on various insurance topics such as personal liability protection or group health plans for employee benefits programs.
Education
B.S - Philosophy, Mathematics
North Carolina State University
Raleigh, North Carolina05.2015
Skills
- Microsoft Office Proficient
- Policy Development
- Technical Analysis
- Investor Relations
- Cost Analysis
- Project Oversight
- Sales and Marketing
- Data Research and Analysis
- FAA Regulations
- High Stress Tolerance
Timeline
FAA Air Traffic Control Trainee Program
Federal Aviation Administration
09.2024 - 01.2025
Financial Analyst
MassMutual
09.2016 - 03.2017
Hotel Contractor
DKP Renovations Inc
06.2016 - 01.2024
Senior Financial Insurance Consultant
Amerilife & Health Services
05.2015 - 06.2016
B.S - Philosophy, Mathematics
North Carolina State University
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