Mayur Patel
Youth Activities Coordinator/Volunteer at Baps Swaminarayan Sanstha- Claim this Profile
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Bio
Experience
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BAPS Swaminarayan Sanstha
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United States
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Non-profit Organizations
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200 - 300 Employee
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Youth Activities Coordinator/Volunteer
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Sep 2011 - Present
Lowell, MA The BAPS Swaminarayan Sanstha (BAPS), a worldwide socio-spiritual organization in Consultative Status with the Economic and Social Council of the United Nations, is dedicated to community service, peace and harmony. Motivated by Hindu principles, BAPS strives to care for the world by caring for societies, families, and individuals. Through a number of social and spiritual activities, BAPS endeavors to produce better citizens of tomorrow who have a high esteem for their roots - their rich… Show more The BAPS Swaminarayan Sanstha (BAPS), a worldwide socio-spiritual organization in Consultative Status with the Economic and Social Council of the United Nations, is dedicated to community service, peace and harmony. Motivated by Hindu principles, BAPS strives to care for the world by caring for societies, families, and individuals. Through a number of social and spiritual activities, BAPS endeavors to produce better citizens of tomorrow who have a high esteem for their roots - their rich Hindu culture. Its 9,000 international centers, including more than 5,000 youth centers, support these activities of character-building. Under the previous guidance and leadership of His Holiness Pramukh Swami Maharaj, and under the existing guidance and leadership of His Holiness Mahant Swami Maharaj, BAPS aspires to build a community that is morally, ethically and spiritually pure, and free of addictions. Show less
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Putnam Investments
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United States
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Financial Services
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700 & Above Employee
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Portfolio Accounting Analyst
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Feb 2021 - Oct 2023
Boston, Massachusetts, United States • Was responsible for managing team of 4 in completing daily/weekly/monthly reporting of portfolio and general ledger accounts, and resolving/answering questions from various groups within Putnam including: investment teams, trading desks, brokers, State Street Bank, other accounting teams, and external auditors • Implemented and documented daily procedures, including tracking sheet(s) of completed, outstanding items within Putnam's derivatives engine (DE) ranging from pricing checks… Show more • Was responsible for managing team of 4 in completing daily/weekly/monthly reporting of portfolio and general ledger accounts, and resolving/answering questions from various groups within Putnam including: investment teams, trading desks, brokers, State Street Bank, other accounting teams, and external auditors • Implemented and documented daily procedures, including tracking sheet(s) of completed, outstanding items within Putnam's derivatives engine (DE) ranging from pricing checks, settlements, and corporate action dividends to increase overall productivity • Collaborated closely with multiple brokers to ensure timely settlements on any close/reset transactions, utilizing Putnam's in-house Derivatives Engine
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Senior Investor Services Associate
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Dec 2018 - Jan 2021
Andover, Massachusetts, United States -Specialized in various retirement, non-retirement, and education savings plans, taking anywhere from 50-100 inbound calls per day -Aided Putnam's preferred clients and advisors, while maintaining professionalism in ensuring compliance of Putnam's procedures -Established reputation as hard-working, diligent individual who will go above and beyond in efforts to increase customer satisfaction -Participated in 2019 CSC Putnam Fund Pitch Competition and presented investment… Show more -Specialized in various retirement, non-retirement, and education savings plans, taking anywhere from 50-100 inbound calls per day -Aided Putnam's preferred clients and advisors, while maintaining professionalism in ensuring compliance of Putnam's procedures -Established reputation as hard-working, diligent individual who will go above and beyond in efforts to increase customer satisfaction -Participated in 2019 CSC Putnam Fund Pitch Competition and presented investment opportunity for Putnam Large Cap Growth Fund (PGOYX) -Trained and on-boarded new hires through supervising inbound and outbound calls and giving feedback -Provided World-Class Service on all client and advisor interactions, while applying strong knowledge of Putnam's products, procedures, and services -Used critical thinking to break down problems, evaluate solutions and make decisions
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Kumon North America, Inc.
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United States
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Education Administration Programs
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700 & Above Employee
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Assistant Instructor
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Sep 2011 - Jun 2014
Nashua, NH Interacted with children in the program and tutored them to aid in improving their mathematical skills and reading comprehension Graded childrens' papers and imputed their scores into an excel database that included algorithms to determine improvement or regression
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Education
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Manning School of Business, UMass Lowell
Bachelor of Science - BS, Finance, General -
Bentley University
Bachelor of Science - BS, Finance, General