Shaan Patel

Location

Durham, NC
Fort Wayne, IN
Education
    Duke University
    August 2021 - May 2025
    expected degree
    Bachelor's
    majors
    Computer Science
    Economics
    Duke University
Work Experience
    Ash Brokerage
    Advanced Markets Financial Advisor Intern
    Fort Wayne, IN, US
    June 2022 - August 2022
    company
    Ash Brokerage
    title
    Advanced Markets Financial Advisor Intern
    overview
    - Calculated life insurance policies for high net worth individuals seeking to grow tax deferred capital - Created illustrations and CVLI policies for clients; Developed an algorithm to identify client death benefit scenarios - Presented summer's research to company leaders
    Shedd Capital
    Private Equity Acquisitions Researcher
    Dallas, TX, US
    June 2022 - July 2022
Skills
Languages
EnglishFrench