SRUSHTI PATEL

As a CFA Level I candidate I developed a broad foundation of financial knowledge and analytical skills. I gained expertise in areas like ethical standards, investment tools, asset classes, portfolio management, and wealth planning. Additionally, I honed skills in time management, financial statement analysis, and the ability to apply concepts to real-world scenarios through Practical Skills Modules. Moreover, my background in customer experience has equipped me with skills to understand and exceed customer expectations, fostering positive relationship and ensuring seamless interactions at every touch point. My proactive approach and dedication to continuous improvement have consistently resulted in increased customer satisfaction scores and repeat business.

Developed leadership, time management, and problem-solving skills in fast-paced environment. Seeking to transition into new field where these transferrable skills can drive team success and operational efficiency. Dedicated to fostering productive and collaborative work environment.

Proficient in team leadership, operational management, and conflict resolution, consistently driving positive outcomes. Ready to apply strong foundation in these areas to new and challenging role.

Leadership Transition, McDonald's Restaurant (Hamburger University)

 Enthusiastic about learning new skills and acquiring knowledge.  

 Passionate about reading philosophical and psychological books to foster motivation and  analytical thinking.  

 Enjoy exploring new places and experiencing diverse cultures.