Mitul Patel Email & Phone Number
Director - Senior Portfolio Manager @ U.S. Bancorp Asset Management
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Mitul Patel Location
- Philadelphia, PA, US
Mitul Patel Work
- Director - Senior Portfolio Manager @ (June 2022 - Present)
- VP, Portfolio Manager and Trader @ (September 2013 - May 2022)
- Mortgage Allocator @ (August 2010 - September 2013)
- Adjunct Instructor- Mathematics @ (August 2009 - December 2009)
- Finance Intern @ (June 2009 - August 2009)
Mitul Patel Education
- Investment Banking Institute
Finance Modeling Course (Investment Banking- Valuation Modeling)
2011-2011 - Temple University
Masters of Science (Accounting and Financial Management; Scholastic)
2008-2009 - Temple University
Bachelor (Business Administration; Finance; Risk Management and Insurance; Real Estate; Risk Management)
2003-2007
Mitul Patel Skills
- Fixed Income
- Portfolio Management
- Investments
- Financial Statement Analysis
- Bloomberg
- Valuation
- Analytical Skills
- Risk Management
- Quantitative Analytics
- Microsoft Office
- Financial Modeling
- LBO
- Finance
- Management
- Investment Strategies
- Client Services
- Client Relations
- Client Development
- Financial Analysis
- Analysis
- Asset Management
- Equities
- Derivatives
- Hedge Funds
- Capital Markets
- Alternative Investments
- Trading Systems
- Financial Services
Mitul Patel Summary
- Mitul Patel, based in Philadelphia, PA, US, is currently a Director - Senior Portfolio Manager at U.S. Bancorp Asset Management. Mitul Patel brings experience from previous roles at BlackRock, Temple University and UBS Financial Services. Mitul Patel holds a 2011 - 2011 Finance Modeling Course in Investment Banking- Valuation Modeling @ Investment Banking Institute. With a robust skill set that includes Fixed Income, Portfolio Management, Investments, Financial Statement Analysis, Bloomberg and more. Mitul Patel has 1 emails and 3 mobile phone numbers on RocketReach.
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