
Rajesh Patel Cfa Pmp
Dedicated financial services professional with a robust background in project management, regulatory compliance, and data analysis within the... | Greater Boston, Greater Boston, United States
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Rajesh Patel Cfa Pmp’s Emails ra****@ez****.com
Rajesh Patel Cfa Pmp’s Phone Numbers No phone number available.
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Rajesh Patel Cfa Pmp’s Location Greater Boston, Greater Boston, United States
Rajesh Patel Cfa Pmp’s Expertise Dedicated financial services professional with a robust background in project management, regulatory compliance, and data analysis within the investment management sector. With a proven track record of spearheading strategic initiatives and leading cross-functional teams, I thrive in delivering impactful solutions to complex business challenges. My expertise in regulatory requirements, particularly in security sourcing and transactions, coupled with proficiency in SQL for data analysis, ensures meticulous attention to detail and adherence to compliance standards. Throughout my career, I have cultivated a solid grasp of major analytical frameworks relevant to FX, OTC derivatives, and fixed income analysis, enabling me to make informed decisions and drive successful project execution. I excel in fostering collaboration across diverse teams, bridging technical and non-technical stakeholders to achieve organizational goals effectively. As an experienced leader, I have managed and mentored matrix-level team structures across global sites, cultivating a culture of excellence and innovation. Leveraging my strategic mindset, I have successfully secured funding and crafted roadmaps for transformative projects, driving continuous improvement and sustainable growth. I am passionate about leveraging technology and innovation to streamline processes and enhance operational efficiency in the ever-evolving landscape of financial services. Certifications: Chartered Financial Analyst (CFA) Project Management Professional (PMP) Certified Data Steward (CDS) Data Science Bootcamp IBM Design Think Practitioner SKILLS: Strategic Assessment & Planning Project Management Financial Products Knowledge Regulatory Compliance Data Integration & Analysis Stakeholder Management Leadership and Mentoring Continuous Improvement & Governance Process Identification & Documentation
Rajesh Patel Cfa Pmp’s Current Industry State Street
Rajesh
Patel Cfa Pmp’s Prior Industry
Incapital
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Independent Consultant
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Headstrong
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Ezops
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State Street
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Work Experience

State Street
Vice President
Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ezops
Vice President - Capital Markets
Mon Dec 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Headstrong
Senior Principal Consultant
Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Independent Consultant
Owner
Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Incapital
Senior Manager
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)