Shiv Patel

Shiv Patel is an accomplished financial analyst with a diverse background in finance and entrepreneurship. Currently employed at Wayside Investment Group since March 2020, Shiv's previous experience includes a role as a Junior Credit Underwriter at Wallis Bank, where assessment of credit opportunities and compliance review were key responsibilities. Shiv also interned as a Consumer Investments & Wealth Management Summer Analyst at Bank of America Merrill Lynch, gaining insight into asset allocation and client processes. Educationally, Shiv is pursuing a Master of Business Administration at the University of Houston, following dual Bachelor's degrees in Finance and Entrepreneurship from the same institution, which were completed in May 2022. Additional leadership experiences include serving as Vice President of Internal Relations for Bauer Ambassadors and coordinating programs for the C. T. Bauer College of Business.