Alan Patel Email & Phone Number
Investment Analyst @ PMB Capital Investments
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Alan Patel Location
- Dallas, TX, US
Alan Patel Work
- Investment Analyst @ (January 2026 - Present)
- Investment Banking Analyst @ (July 2024 - December 2025)
- Investment Banking Summer Analyst @ (June 2023 - August 2023)
- Real Estate Investment Summer Analyst @ (May 2022 - August 2022)
- Student Intern @ (May 2019 - May 2020)
- Corporate Intern @ (August 2019 - December 2019)
Alan Patel Education
- The University of Georgia
Bachelor's degree (Management Information Systems, Finance)
2020-2024 - Sprayberry High School
High School Diploma (High School/Secondary Diploma Programs)
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 Management Information Systems, Finance @ 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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