Karishma Patel is an AVP and Investment Operations Manager at Capital Group. A Certified Public Accountant, she holds a Masters of Accountancy from the University of South Carolina and has demonstrated significant career progression within the company, moving from Senior Associate to her current leadership role.
While specific personal hobbies are not detailed, she has a listed interest in the company Hook Law, which may indicate a curiosity about the legal field or its intersection with finance.
Karishma successfully transitioned her career from insurance premium auditing at Liberty Mutual to investment operations management.
Karishma Patel
AVP, Investment Operations Manager at Capital Group
Hampton Roads, Virginia Metropolitan Area, United States
Overview
Topics They Care About
Investment Operations
As the AVP and Investment Operations Manager at Capital Group, this is her primary area of professional expertise and responsibility.
Financial Analysis
Her background as a CPA and previous role as a Lead Analyst at Capital Group highlight her skills in financial examination and reporting.
Internal Advancement
[Predicted] Her career path at Capital Group shows a clear trajectory from Senior Associate to AVP, indicating a focus on professional growth within a company.
Media Appearances
Karishma has no verified media appearances
Work History
7-2021
AVP, Investment Operations Manager at Capital Group
2-2013 - 7-2021
Lead Analyst at Capital Group
12-2010 - 2-2013
Senior Associate at Capital Group
6-2004 - 10-2010
Senior Premium Auditor at Liberty Mutual Insurance
Education
1998 - 2002
Masters of Accountancy from University of South Carolina
More Information
Social Presence :
Prographics :
Exp : 21
Location : Hampton Roads, Virginia Metropolitan Area, United States
Job Level : Middle
Designation : AVP, Investment Operations Manager at Capital Group
