Verified recordFinancial Services

Simran Patel

Associate Underwriter at The Hartford

Based in Stamford, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Stamford

Industry

Financial Services

Company size

21K

Contact information

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Email

1 credit

s•••••••@thehartford.com

Phone

5 credits

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Background

About Simran Patel

As a senior Finance major at UConn, I’m passionate about using data to drive smart financial decisions. I've applied my classroom learning in securities, valuation, and analytics through hands-on roles managing a $350K equity portfolio, conducting market research, and building financial models. At HerCo, I lead sector research, develop investment theses, and evaluate mid and small-cap companies to support long-term portfolio growth. In past internships, I’ve merged finance and marketing—leveraging Tableau, Power BI, SQL, and Excel to uncover insights, optimize financial reporting, and support investor outreach through detailed pitch decks that secured funding. I hold certifications in advanced Excel, private equity waterfalls, and data analytics, and I’m excited to keep exploring opportunities in investment analysis, asset management, and data-driven roles as I prepare for graduation in May 2025.

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