Jay A. Patel, CFA, is a strategic finance professional who partners with business leaders to develop and communicate financial strategies. Currently serving as VP of Strategy at Bold Penguin and Managing Director at FinStrat Advisors, they possess a robust background in corporate development and impact investing. With prior roles at Allstate and American Family Insurance, Jay has gained significant experience in management consulting, investment analysis, and entrepreneurship. They hold degrees from Indiana University, the University of Notre Dame, and the London School of Economics, showcasing a strong commitment to academic excellence and professional growth.
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