Ajay Patel
Coordinator, Data Analytics at Avier Wealth Advisors- Claim this Profile
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Bio
Brietta Easterlin
Throughout the Internship at Experience Shindig, Ajay has shown great versatility, leadership, and adapted to ambiguity. Whenever Ajay was a member of a project team, that team had better deliverables and were more prepared come the deadline. He has shown great project management skills and the ability to adapt, research solutions, and learn. Ajay helped audit company financial records and helped kickoff a process for better financial recording. He helped clean up financial pro forma spreadsheets which exhibited his strong skills working in a small team and delivering a complete project. Ajay has also shown strong written communication skills which were helpful when he co-led our grant writing curriculum. Overall, Ajay has been a pleasure to work with and it was a breath of fresh air to know that with Ajay on the team, work would be completed, on time, and error-free. It is a great pleasure to recommend Ajay. If I could hire him tomorrow, I would. Please reach out to know more about his work ethic and what skills he can bring to your organization.
Brietta Easterlin
Throughout the Internship at Experience Shindig, Ajay has shown great versatility, leadership, and adapted to ambiguity. Whenever Ajay was a member of a project team, that team had better deliverables and were more prepared come the deadline. He has shown great project management skills and the ability to adapt, research solutions, and learn. Ajay helped audit company financial records and helped kickoff a process for better financial recording. He helped clean up financial pro forma spreadsheets which exhibited his strong skills working in a small team and delivering a complete project. Ajay has also shown strong written communication skills which were helpful when he co-led our grant writing curriculum. Overall, Ajay has been a pleasure to work with and it was a breath of fresh air to know that with Ajay on the team, work would be completed, on time, and error-free. It is a great pleasure to recommend Ajay. If I could hire him tomorrow, I would. Please reach out to know more about his work ethic and what skills he can bring to your organization.
Brietta Easterlin
Throughout the Internship at Experience Shindig, Ajay has shown great versatility, leadership, and adapted to ambiguity. Whenever Ajay was a member of a project team, that team had better deliverables and were more prepared come the deadline. He has shown great project management skills and the ability to adapt, research solutions, and learn. Ajay helped audit company financial records and helped kickoff a process for better financial recording. He helped clean up financial pro forma spreadsheets which exhibited his strong skills working in a small team and delivering a complete project. Ajay has also shown strong written communication skills which were helpful when he co-led our grant writing curriculum. Overall, Ajay has been a pleasure to work with and it was a breath of fresh air to know that with Ajay on the team, work would be completed, on time, and error-free. It is a great pleasure to recommend Ajay. If I could hire him tomorrow, I would. Please reach out to know more about his work ethic and what skills he can bring to your organization.
Brietta Easterlin
Throughout the Internship at Experience Shindig, Ajay has shown great versatility, leadership, and adapted to ambiguity. Whenever Ajay was a member of a project team, that team had better deliverables and were more prepared come the deadline. He has shown great project management skills and the ability to adapt, research solutions, and learn. Ajay helped audit company financial records and helped kickoff a process for better financial recording. He helped clean up financial pro forma spreadsheets which exhibited his strong skills working in a small team and delivering a complete project. Ajay has also shown strong written communication skills which were helpful when he co-led our grant writing curriculum. Overall, Ajay has been a pleasure to work with and it was a breath of fresh air to know that with Ajay on the team, work would be completed, on time, and error-free. It is a great pleasure to recommend Ajay. If I could hire him tomorrow, I would. Please reach out to know more about his work ethic and what skills he can bring to your organization.
Credentials
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Microsoft Office Specialist: Excel Associate (Excel and Excel 2019)
MicrosoftFeb, 2020- Nov, 2024
Experience
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Avier Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Coordinator, Data Analytics
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Dec 2020 - Present
- Manage and orchestrate collection and analysis of company client and marketing data - Oversee the creation of blogs, videos, social media content, and client interactions by lead advisors - Utilize Stata, python, and excel to analyze company data to provide projections and recommendations to the director of marketing, COO, and managing director - Oversee the automation process of data collection and data dashboarding - Create financial blogs under SEC legal compliance measures… Show more - Manage and orchestrate collection and analysis of company client and marketing data - Oversee the creation of blogs, videos, social media content, and client interactions by lead advisors - Utilize Stata, python, and excel to analyze company data to provide projections and recommendations to the director of marketing, COO, and managing director - Oversee the automation process of data collection and data dashboarding - Create financial blogs under SEC legal compliance measures for high-level executives employees of fortune 100 companies - Complete ad hoc projects in company operations such as automating client document processing and establishing standard operating procedures - Provide data-driven insight on company content creation and implement new methods for client acquisition using the Avier website and content Show less - Manage and orchestrate collection and analysis of company client and marketing data - Oversee the creation of blogs, videos, social media content, and client interactions by lead advisors - Utilize Stata, python, and excel to analyze company data to provide projections and recommendations to the director of marketing, COO, and managing director - Oversee the automation process of data collection and data dashboarding - Create financial blogs under SEC legal compliance measures… Show more - Manage and orchestrate collection and analysis of company client and marketing data - Oversee the creation of blogs, videos, social media content, and client interactions by lead advisors - Utilize Stata, python, and excel to analyze company data to provide projections and recommendations to the director of marketing, COO, and managing director - Oversee the automation process of data collection and data dashboarding - Create financial blogs under SEC legal compliance measures for high-level executives employees of fortune 100 companies - Complete ad hoc projects in company operations such as automating client document processing and establishing standard operating procedures - Provide data-driven insight on company content creation and implement new methods for client acquisition using the Avier website and content Show less
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Risk and Financial Advisory Intern
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Mar 2022 - Sep 2022
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American Enterprise Institute
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United States
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Think Tanks
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400 - 500 Employee
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Executive Council Member
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Sep 2020 - Sep 2022
- Attend conferences in Wahington DC, and nationally where I discuss politics, public policy, and foreign relations with other students and scholars - Plan and manage on-campus events at Seattle Pacific University where we foster open political discourse - Lead the AEI Executive Council where I manage funding for school events and and plan conferences at Seattle Pacific University - Attend conferences in Wahington DC, and nationally where I discuss politics, public policy, and foreign relations with other students and scholars - Plan and manage on-campus events at Seattle Pacific University where we foster open political discourse - Lead the AEI Executive Council where I manage funding for school events and and plan conferences at Seattle Pacific University
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Seattle Pacific University Student Investment Fund
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United States
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Investment Management
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President
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May 2022 - May 2022
- plan and lead weekly meetings on investment management, financial education, and financial analysis - manage over $700,000 AUM with a team of 10 analysts - work with the Co-President, SPU Board of Trustees, and the university endowment to determine ethical investments - work with SPU alum, and professionals in the Seattle area to host networking and professional development events within SIF - plan and lead weekly meetings on investment management, financial education, and financial analysis - manage over $700,000 AUM with a team of 10 analysts - work with the Co-President, SPU Board of Trustees, and the university endowment to determine ethical investments - work with SPU alum, and professionals in the Seattle area to host networking and professional development events within SIF
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HOPKINS+SACHS
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United States
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Advertising Services
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1 - 100 Employee
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Data Analytics and Research Intern
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Aug 2020 - Jan 2021
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Experience Shindig
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United States
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Events Services
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Business Development Summer Intern
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Jun 2020 - Sep 2020
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Education
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2019 - 2023
Seattle Pacific University
Bachelor of Arts - BA, Economics
Community
