Highly qualified in his industry, he has held Series 66 and Series 7 certifications through the Financial Industry Regulatory Authority since 2018.
CHICAGO, IL, November 20, 2024 /24-7PressRelease/ -- Parth M. Panchal has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Panchal has been a senior financial planning and analysis professional at Relativity, a software-as-a-service company in Chicago, since 2022. With expertise in capital markets, financial forecasting, business partnership and relationship management, he has made significant strides in his career. As part of his responsibilities, Mr. Panchal focuses on managing operating expenditures and collaborating with the chief sales and marketing officers, and finance leadership, to develop and oversee the corporate budget and analyze return metrics for proactive executive decision support. Additionally, he supports the funding of go-to-market initiatives and works on strategic investment modeling with executive leadership to establish yearly financial plans.
Mr. Panchal's career began as an intern in sales and trading at B. Riley Securities in Chicago in 2016. The following year, he gained experience as an intern in data analysis at Zacks Investment Research and as an intern in private wealth management at Strategic Wealth Partners in Deerfield, Illinois. In 2017, Mr. Panchal became an equity research analyst for the Rambler Investment Fund in Chicago, where he was also a Chicago finalist in the CFA Institute Equity Research Challenge.
Recruited by Goldman Sachs Ayco in Deerfield in 2018, Mr. Panchal garnered extensive experience as a financial analyst. He then transitioned to JP Morgan Chase in Chicago, where he held roles as a private banker and investment consultant between 2019 and 2022.
Mr. Panchal's academic background includes a Bachelor of Business Administration in finance and information systems, magna cum laude, from the Quinlan School of Business at Loyola University Chicago in 2018. Highly qualified in his industry, he has held Series 66 and Series 7 certifications through the Financial Industry Regulatory Authority since 2018.
Throughout his career, Mr. Panchal has been actively involved in industry-related organizations, such as the Rambler Investment Fund's investment committee, and he serves on the executive board of RelMind, a Community Resource Group at Relativity supporting neurodiversity. Outside of his professional life, he volunteers at a local animal shelter, reflecting his commitment to giving back to the community.
Mr. Panchal attributes much of his success to his parents', sister Mona's, and partner Julia's unwavering support. His mentors Greg Dostal and Bailey Shea at JPMorgan and Tori Danforth and Barton Crist at Relativity have been incredibly influential, as well. Their belief in his abilities has played a pivotal role in propelling his progress and maintaining a balanced perspective throughout his career journey. Looking ahead, Mr. Panchal aspires to transition into a leadership role focused on driving the company level P&L and strategically achieving best in class financial SaaS metrics. He also aims to nurture and develop individuals in his organization navigating their careers, driven by his experiences of overcoming challenges independently.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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