Dhaval Patel Email & Phone Number
Treasurer @ Wikimedia Endowment
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Dhaval Patel Location
- California, United States
Dhaval Patel Work
- Treasurer @ (March 2023 - Present)
- Principal of Investments @ (March 2023 - Present)
- Director of Investments @ (January 2019 - March 2023)
- Investment Manager @ (January 2016 - January 2019)
- Treasury Manager @ (January 2014 - January 2016)
Dhaval Patel Education
- CFA Institute
Charterholder (Finance)
2012-2014 - University of Washington
MBA (Finance)
2008-2010 - University of South Florida
Bachelor of Science (B.Sc.) (Computer Engineering)
2002-2006
Dhaval Patel Skills
- Investments
- Portfolio Management
- Manager Selection
- Zephyr Style Advisor
- Bloomberg
- Cross-functional Team Leadership
- C#
- Impact Investing
- Investment Management
- Asset Allocation
- Due Diligence
- Mergers & Acquisitions (M&A)
- Project Management
- Project Planning
- Risk Management
- Financial Analysis
- Cross Functional Team Leadership
- Mergers and Acquisitions
Dhaval Patel Summary
- Dhaval Patel, based in California, United States, is currently a Treasurer at Wikimedia Endowment. Dhaval Patel brings experience from previous roles at Wikimedia Foundation, Tides and NORCAL Mutual Insurance Company. Dhaval Patel holds a 2012 - 2014 Charterholder in Finance @ CFA Institute. With a robust skill set that includes Investments, Portfolio Management, Manager Selection, Zephyr Style Advisor, Bloomberg and more. Dhaval Patel has 5 emails and 3 mobile phone numbers on RocketReach.
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