Aashvi Patel, CFA

Senior Valuation Associate at Redwood Valuation Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex

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5.0

/5.0
/ Based on 4 ratings
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Sandeep Shroff

Aashvi is a brilliant analyst, having completed CFA program in one go. Her conceptual clarity and keen sense of learning new concepts is commendable. She can be a great asset to any organization she works with.

Adrian Eddleman, MBA, CSM

Aashvi was an intern for us during the summer of 2020 and I really cannot say enough to emphasize how highly I think of her. From her humble demeanor to her ability to pick up on almost anything quickly, she will be a strong addition to any team. She displays a keen understanding of financial analytics and is a strong self-starter, yet also works very effectively with others. There was no task below her willingness to undertake nor too challenging for her to attempt.

Charles Andrews, E.A., MBA

I worked with Aashvi when she was an intern at Eddleman & Eddleman LLC. On all projects that were assigned to her, she was always hands on, enthusiastic and committed to them completely. She is a people person; as we saw by how much our clients loved conversing with her. There were several occasions when clients asked her for her opinion on investment decisions. It was then that she showcased her current knowledge and deep understanding of capital market. She also developed a solid and trustworthy relationship with those clients in a short time frame. She will be successful wherever she goes and I wish her nothing but the best.

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Credentials

  • Chartered Financial Analyst
    CFA Institute
    Sep, 2023
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Valuation Associate
      • Jul 2022 - Present

    • Valuation Associate
      • May 2021 - Jun 2022

    • Valuation Intern
      • Jan 2021 - Apr 2021

  • NCB Consulting Corp.
    • Jackson, Tennessee, United States
    • Assistant Accountant
      • Sep 2020 - Jan 2021

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment and Venture Capital Intern
      • Jun 2020 - Aug 2020

      Monitored and analyzed portfolio performance. Researched and evaluated firms by gathering qualitative and quantitative data. Participated in client meetings involving financial planning. Monitored and analyzed capital market trends. Conducted extensive research on the commodities market Portfolio rebalancing. Supported the company with transferring client accounts from one custodian to another. Developed earnings multiple valuation for clients seeking investment in specific companies. Assisted in developing an Investment Policy Statement (IPS). Executed Trades for clients. Show less

Education

  • CFA Institute
    CFA Level III Pass, Finance and Investment
    2018 - 2019
  • CFA Institute
    CFA level 2 pass
    2017 - 2018
  • CFA Institute
    CFA Level 1 Pass
    2017 - 2017
  • AURO UNIVERSITY OF HOSPITALITY AND MANAGEMENT
    Bachelor of Science - BS, Hospitality Management
    2013 - 2017

Community

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