Kush Patel
About Kush Patel
Kush Patel is an Investment Banking Associate at Jefferies in the New York City Metropolitan Area, with previous roles at UBS, Envestnet, Reval, and BNY Mellon.
Professional Title
Kush Patel is currently working as an Investment Banking Associate at Jefferies. His role involves working with various clients to provide investment advisory services, handle financial transactions, and assist in mergers and acquisitions.
Investment Banking Experience at Jefferies
Since 2021, Kush Patel has been part of Jefferies in the New York City Metropolitan Area. As an Investment Banking Associate, he collaborates with clients to offer investment and financial consulting services, alongside handling complex financial deals and transactions.
Career at UBS
Kush Patel served as an Associate Director at UBS from 2018 to 2021 in the Greater New York City Area. During this period, he was responsible for various investment banking functions including client management and financial analysis.
Role at Envestnet, Inc.
From 2015 to 2018, Kush Patel worked as a Business Analyst at Envestnet, Inc. in the Greater New York City Area. His responsibilities included analyzing business processes and supporting strategic financial initiatives.
Background in Finance and Trading
Kush Patel gained significant experience as a Business Analyst at Reval from 2012 to 2015. Additionally, he interned at BNY Mellon | Pershing in roles related to stock loan sales, collateral funding, and fixed income trading between 2007 and 2008. His work in these positions contributed to a strong foundation in finance and trading.
Educational Background
Kush Patel holds a Bachelor of Science degree in Finance from Rutgers Business School, which he attained between 2008 and 2012. He also pursued an MBA at NYU Stern School of Business.