Amy Patel Email & Phone Number
Operations Team Member @ Marcus & Millichap
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Amy Patel Location
- New York, NY, US
Amy Patel Work
- Operations Team Member @ (June 2025 - Present)
- Executive Assistant to Managing Director and Director @ (June 2025 - January 2026)
- Executive Assistant to C-Suite Executive @ Narrow Way Advisors (June 2023 - June 2025)
- Vice President @ Barclays (December 2018 - April 2022)
- Strategic Initiatives Consultant @ (May 2018 - August 2018)
- Risk Manager @ (April 2016 - January 2018)
- AVP, Chief Controls: Governance and Control @ (June 2013 - April 2016)
- Senior Advisory Consultant: Fraud Investigations and Dispute Services @ (January 2012 - December 2012)
- Senior Auditor @ (September 2011 - May 2013)
- VP of Global Supplier Management @ (December 2018 - April 2022)
- Tax Accountant @ (January 2006 - January 2008)
Amy Patel Education
- Charis Bible College
Associate's Degree (Theology/Theological Studies)
2023-2026 - The Ohio State University Fisher College of Business
BSBA (Accounting)
2002-2005
Amy Patel Skills
- Auditing
- Accounting
- Hedge Funds
- Internal Audit
- Asset Managment
- Financial Reporting
- Finance
- Internal Controls
- Financial Analysis
- Financial Accounting
- Analysis
- Portfolio Management
- Asset Management
- Microsoft Excel
- Financial Statements
- Valuation
- Tax
- Strategy Implementation
- Operations Management
- Risk Assessment
- Risk Management
- Interviews
- Project Implementation
- Analytical Skills
- Recruiting
- Project Delivery
- Agile
- Certified Scrum Master CSM
- Business Analysis
- Scrum
- SQL
- Requirements Analysis
- Derivatives
- Bloomberg
- Options
- Fixed Income
- Equities
- Project Management
- Back Office
- SDLC
- Testing
- Vendor Management
- FX Options
- Agile Methodologies
Amy Patel Summary
- Amy Patel, based in New York, NY, US, is currently a Operations Team Member at Marcus & Millichap. Amy Patel brings experience from previous roles at Marcus & Millichap, Narrow Way Advisors, Barclays and BNP Paribas. Amy Patel holds a 2023 - 2026 Associate's Degree in Theology/Theological Studies @ Charis Bible College. With a robust skill set that includes Auditing, Accounting, Hedge Funds, Internal Audit, Asset Managment and more. Amy Patel has 2 emails and 4 mobile phone numbers on RocketReach.
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