Neil Patel
Understudy to Managing Director at Planestocks- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Boca Raton, Florida, United States, US
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Credentials
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SIE
FINRASep, 2022- Nov, 2024
Experience
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Planestocks
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United States
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Aviation and Aerospace Component Manufacturing
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1 - 100 Employee
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Understudy to Managing Director
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Aug 2022 - Sep 2022
Created a mock 16 page pitchbook after projecting financials and conducting associated research Created a mock 16 page pitchbook after projecting financials and conducting associated research
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Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Financial Services
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1 - 100 Employee
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Summer Intern
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May 2022 - Aug 2022
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Walgreens
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United States
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Retail
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700 & Above Employee
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Customer Service Associate
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Jun 2021 - Jul 2021
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Education
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2020 - 2024
Boston College
Finance and Business Analytics -
2016 - 2020
American Heritage School - Delray Beach, Florida
Community
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