Suhag Patel
Research Analyst, Corporate Finance at Pinnacle Wealth Brokers
Based in Calgary, Canada
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Seniority
Staff
Department
Other
Location
Calgary
Industry
Financial Services
Company size
74
Contact information
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s•••••••@pinnaclewealth.ca
Phone
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Background
About Suhag Patel
More than 3 years of experience in financial statements and investment analysis • Completed CFA level 3 and Post-graduation in Banking and Finance • Competent in using DCF valuation methods, relative valuation analysis, competitor analysis, business moat analysis, industry analysis, macro-economic research analysis, and bottom-up stock analysis • Experienced in documenting pieces of evidence and assisting senior analysts in preparing company or industry-specific research reports • Communicated with clients in understanding their goals, risk preferences, financial planning sophistication, and constraints to develop the IPS and asset allocation • Experienced in developing and enhancing corporate 3 statement financial models, budgeting, and scenario analysis to support strategic decision making • Competent in leveraging industry and company’s internal quantitative and qualitative data to improve operational efficiencies
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