Jeel Patel
Florence
Summary
Dynamic High Net Worth Associate at Fidelity Investments with a proven track record in business reporting and operations management. Skilled in fostering client relationships and enhancing satisfaction through strategic insights. Recognized for analytical abilities and strong organizational skills, successfully resolving discrepancies and driving collaborative success in team projects.
Overview
6
6
years of professional experience
Work History
High Net Worth Associate
Fidelity Investments
11.2020 - Current
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
Associate
Good Spirits Wine & Tobacco
05.2019 - 11.2020
- Analyzed customer data to identify trends and anticipate customer needs.
- Listened to customer needs and desires to identify and recommend optimal products.
- Identified and resolved accounting discrepancies through collaboration with accounting, finance and operations personnel, troubleshooting incongruencies and achieving balanced ledgers.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Education
MBA - Finance And Data Analytics
Northern Kentucky University
Newport, KY12-2024
Bachelor of Science - Double Major: Accounting And Finance
University of Kentucky
Lexington, KY05-2020
Skills
- Business reporting
- Operations management
- Business growth strategies
Timeline
High Net Worth Associate
Fidelity Investments
11.2020 - Current
Associate
Good Spirits Wine & Tobacco
05.2019 - 11.2020
MBA - Finance And Data Analytics
Northern Kentucky University
Bachelor of Science - Double Major: Accounting And Finance
University of Kentucky
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