Alan Patel Email & Phone Number
Investment Analyst @ PMB Capital Investments
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Alan Patel Location
- Dallas, TX, US
Alan Patel Work
- 2026 -now Investment Analyst @
- 2024 -2025 Investment Banking Analyst @
- 2023 -2023 Investment Banking Summer Analyst @
- 2022 -2022 Real Estate Investment Summer Analyst @
- 2019 -2020 Student Intern @
- 2019 -2019 Corporate Intern @
Alan Patel Education
- The University of Georgia
Bachelor's degree (Alpha Kappa Psi Business Fraternity, Dean’s List, Alpha Lambda Delta Honor Society, Athens Student Investors Club, Apollo Society, Terry Fintech Society, Value Investing Club (VIC))
2020-2024 - Sprayberry High School
High School Diploma (Varsity Tennis, DECA (Distributive Education Clubs of America), HOSA (Health Occupations Students of America), Chick-fil-A Leadership Academy, Principal's Advisory Board, Senior Elite, Student Government Association, Northeast Cobb Business Association Intern, Cobb EMC Corporate Security Intern)
2017-2020
Alan Patel Skills
- Equity Research
- Microsoft PowerPoint
- U.S. SEC Filings
- Strategic Planning
- Office Administration
- Time Management
- Data Analysis
- Networking
- Event Management
- Organizational Development
- Underwriting
- Microsoft Office
- Financial Modeling
- Market Research
- Commercial Real Estate Analysis
- Marketing
- Community Service
- Relationship Building
- Public Speaking
- Tennis
Alan Patel Summary
- Alan Patel, based in Dallas, TX, US, is currently a Investment Analyst at PMB Capital Investments. Alan Patel brings experience from previous roles at Truist Securities, Regions Bank and Northeast Cobb Business Association. Alan Patel holds a 2020 - 2024 Bachelor's degree in Alpha Kappa Psi Business Fraternity, Dean’s List, Alpha Lambda Delta Honor Society, Athens Student Investors Club, Apollo Society, Terry Fintech Society, Value Investing Club (VIC) @ The University of Georgia. With a robust skill set that includes Equity Research, Microsoft PowerPoint, U.S. SEC Filings, Strategic Planning, Office Administration and more. Alan Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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