Aashvi Patel
Senior Valuation Associate at Redwood Valuation Partners- Claim this Profile
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Bio
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.
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.
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.
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.
Credentials
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Chartered Financial Analyst
CFA InstituteJun, 2019- Sep, 2024
Experience
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Redwood Valuation Partners
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United States
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Financial Services
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1 - 100 Employee
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Senior Valuation Associate
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Jul 2022 - Present
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Valuation Associate
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May 2021 - Jun 2022
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Valuation Intern
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Jan 2021 - Apr 2021
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Assistant Accountant
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Sep 2020 - Jan 2021
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Eddleman & Eddleman
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United States
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Investment Management
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1 - 100 Employee
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Investment and Venture Capital Intern
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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
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Residence Inn
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United States
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Hospitality
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1 - 100 Employee
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Front Office Attendant and Food & Beverage Service Attendant
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Feb 2016 - Jul 2016
Responsible for greeting the incoming visitors and guests, addressing their concerns, directing them in the right direction, solving queries, if any. Creating and maintaining records, answering phone calls, routing to appropriate personal. Providing required information to the guests, handling customer complaints, and solving them promptly. Stocking and maintaining restaurant inventory. Setting up a breakfast buffet as per the hotel standards, cleaning tables, and restaurant area. Shadowed Assistant GM for a week and was given a week’s training in each of these departments; Finance, Sales and Human Resource. Show less
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Houskeeping Attendant and Food & Beverage Service Attendant
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Aug 2015 - Jan 2016
Cleaning and servicing rooms and hotel areas as per the hotel standards and procedures. Managing restaurant for breakfast; checking restaurant guest list, setting up buffet and refilling it, cleaning crockery and cutlery, maintaining inventory, cleaning restaurant tables and areas, and closing it. Verifying the breakfast guest list and submitting the record to the front desk at the end of the shift. Cleaning and servicing rooms and hotel areas as per the hotel standards and procedures. Managing restaurant for breakfast; checking restaurant guest list, setting up buffet and refilling it, cleaning crockery and cutlery, maintaining inventory, cleaning restaurant tables and areas, and closing it. Verifying the breakfast guest list and submitting the record to the front desk at the end of the shift.
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Education
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2018 - 2019
CFA Institute
CFA Level III Pass, Finance and Investment -
2017 - 2018
CFA Institute
CFA level 2 pass -
2017 - 2017
CFA Institute
CFA Level 1 Pass -
2013 - 2017
AURO UNIVERSITY OF HOSPITALITY AND MANAGEMENT
Bachelor of Science - BS, Hospitality Management
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