Rohan Patel

Rohan Patel is an experienced finance professional currently serving as an Associate Analyst at Cerulli Associates since June 2023. Prior roles include a Corporate Banking Intern at International Finance Bank, where Rohan scrutinized portfolio loans and constructed credit approval memoranda, and a Financial Analyst at Essex Investment Management Company, focused on climate solutions strategy and quantitative analysis. Rohan's experience as an Equity Research Analyst at Wealth First involved leading a team in studying the economy's impact on mergers and acquisitions and tailoring investment decisions for clients. Additional internships include accounting and finance at Adani Solar and fundraising with YUVA Unstoppable. Rohan holds a Master's degree in Finance from Babson F.W. Olin Graduate School of Business and a Postgraduate Diploma in Investment and Financial Analysis from Gujarat University.