Amy Patel Email & Phone Number
Operations Team Member @ Marcus & Millichap
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Amy Patel Location
- New York, NY, US
Amy Patel Work
- 2025 -now Operations Team Member @
- 2025 -2026 Executive Assistant to Managing Director and Director @
- 2023 -2025 Executive Assistant to C-Suite Executive @ Narrow Way Advisors
- 2018 -2022 Vice President @ Barclays
- 2018 -2018 Strategic Initiatives Consultant @
- 2016 -2018 Risk Manager @
- 2013 -2016 AVP, Chief Controls: Governance and Control @
- 2012 -2012 Senior Advisory Consultant: Fraud Investigations and Dispute Services @
- 2011 -2013 Senior Auditor @
- 2018 -2022 VP of Global Supplier Management @
- 2006 -2008 Tax Accountant @
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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