Managing Director, Equity Research Analyst (E-commerce, Global Brands, Softlines Retail) @ Raymond James
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Rick Patel Location
United States
Rick Patel Work
2022 -now Managing Director, Equity Research Analyst (E-commerce, Global Brands, Softlines Retail) @
2021 -2022 Director and Equity Research Analyst - Retail and E-Commerce and Global Brands and Luxury @
2017 -2021 Principal and Senior Equity Research Analyst - Retail and Global Brands and E-commerce and Consumer @
2016 -2017 Director and Senior Equity Research Analyst - Specialty Retail and Luxury and Apparel and Footwear @
2013 -2016 Senior Vice President - Senior Research Analyst and Retail and Apparel and Footwear and Luxury and Jewelry @
2007 -2013 Vice President - Senior Equity Research Analyst @
Rick Patel Education
NYU Stern School of Business
Rick Patel Skills
Portfolio Management
Financial Modeling
Capital Markets
Investment Banking
Valuation
Bloomberg
Asset Management
Equity Valuation
Fixed Income
Series 7
Equities
Hedge Funds
Equity Research
Public Speaking
Financial Forecasting
Business
Media Appearances
Sell Side
Microsoft PowerPoint
FactSet
Microsoft Office
Microsoft Word
Microsoft Excel
Financial Analysis
Analytical Skills
Research
Securities
Rick Patel Summary
Rick Patel, based in United States, is currently a Managing Director, Equity Research Analyst (E-commerce, Global Brands, Softlines Retail) at Raymond James. Rick Patel brings experience from previous roles at Credit Suisse, Needham & Company, CLSA and Stephens Inc.. Rick Patel holds a NYU Stern School of Business. With a robust skill set that includes Portfolio Management, Financial Modeling, Capital Markets, Investment Banking, Valuation and more. Rick Patel has 2 emails and 2 mobile phone numbers on RocketReach.
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