Arjun Patel, CFA

Arjun Patel, CFA has a diverse work experience in the financial industry. Arjun started their career at J.P. Morgan Asset Management in 2015 as an Analyst, where they gained valuable analytical skills. In 2018, they joined DWS Group as a Sales Coverage Specialist, focusing on building client relationships and promoting investment products. Arjun then transitioned to Dasseti (formerly Diligend) in 2021, taking on the roles of Account Manager and later Product Manager. In these positions, they contributed to developing an ecosystem to enhance the due diligence process for investors and asset managers. Arjun's experience showcases their expertise in sales, analysis, and product management within the financial sector.

Arjun Patel, CFA, obtained their Bachelor of Science (BSc) degree with Honors in Economics from Brunel University London, graduating in 2014.

Prior to their university education, Arjun Patel attended St. Johns College, although specific details regarding the degree obtained and field of study are not provided.

In terms of additional certifications, Arjun Patel obtained the Chartered Financial Analyst (CFA) Charterholder designation from the CFA Institute in June 2018. Arjun also holds the Certified ESG analyst certification from EFFAS - The European Federation of Financial Analysts Societies, which they obtained in January 2021. Additionally, they have mentioned their IMC certification, although specific details regarding its institution and completion date are not available.