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Jay A. Patel, CFA
I partner with business leaders to develop, analyze, and communicate financial strategies | Corporate Development and Strategy | Accredited Investor | Entrepreneur | Board Member | Global Shaper | Marshall Scholar
Jay A. Patel, CFA, is a versatile professional with a strong educational background and a wealth of experience in finance, investments, impact investment, business development, and strategic finance. He holds a Master of Public Administration (MPA) with a focus on Global Public Policy & Economics from The London School of Economics and Political Science (LSE), a Master of Science (MS) in Finance from the University of Notre Dame - Mendoza College of Business, and a Bachelor of Science in Business with a concentration in Management, Entrepreneurship & Corporate Innovation from Indiana University - Kelley School of Business. Jay has also completed the Washington Scholars Fellowship from the Future Leaders for America Foundation and is an alum of Elk Grove High School.
Jay's professional journey includes roles like AVP of Strategic Finance at Fortitude Re, Business and Corporate Development Investment Portfolio Manager at American Family Insurance, and Impact Investment Fund Manager at American Family Insurance Institute for Corporate and Social Impact. He has also worked as a Graduate Student Consultant specializing in SME Credit Market Analysis at the European Investment Bank (EIB) and held intern positions in Business Development, Venture Capital, Portfolio Management, Finance, and Accounting in various esteemed organizations including Allstate, Piton Capital, Encompass Insurance, and Reserve Organization of America. Jay brings a diverse set of skills and experiences to the table, having engaged in fields like strategic finance, business development, impact investment, entrepreneurship, private equity, and leadership development.