Shivam Patel
Technology Investment Banking Analyst at Telos Advisors- Claim this Profile
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Bio
Experience
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Telos Advisors
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Investment Banking
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1 - 100 Employee
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Technology Investment Banking Analyst
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Aug 2016 - Apr 2018
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Cappello Group, Inc.
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Investment Banking
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1 - 100 Employee
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Investment Banking Fall Analyst
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Oct 2015 - Mar 2016
Santa Monica, CA
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Georgetown University
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United States
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Higher Education
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700 & Above Employee
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Resident Assistant
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May 2013 - May 2015
Washington D.C. Metro Area -Promote academic excellence, addressed student needs, and encouraged involvement among residents that supported the mission of Georgetown University and Residence Life -Create a positive living environment designed to link residents, faculty, and communities with education and social programs -Direct floor meeting and monthly door-to-doors to inform residents about events, developments, and concerns relevant to the community
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Georgetown University Alumni & Student Federal Credit Union
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United States
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Financial Services
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1 - 100 Employee
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Senior Operations Manager
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Apr 2014 - Mar 2015
Washington D.C. Metro Area -Verify and process remote deposit capture checks and wire-ins -Authenticate and authorize 24-hour requests such as cashier checks and withdraws exceeding $1000
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Fidelity Bank
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Banking
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1 - 100 Employee
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Summer Analyst
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Jun 2013 - Aug 2013
West Memphis, Arkansas -Created a new organizational system to accurately locate clients' files and portfolios -Designed a spreadsheet to track clients' loans to increase efficiency and reduce errors
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Education
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Georgetown University
Bachelor’s Degree, Bachelor of Science in Business Administration, Finance