Dimant Patel
Associate Director, Investment Operations & Trading at Cresset | Chicago, Illinois, United States
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Associate Director, Investment Operations & Trading at Cresset in April 2024 to Present
Associate, Portfolio Operations Specialist at Cresset in November 2022 to April 2024
Portfolio Manager Associate at Bank of America Private Bank in February 2019 to February 2020
Senior Reporting Analyst at McKesson and Change Healthcare in February 2017 to February 2019
Junior Analyst - Rotational Program at Angel Oak Capital Advisors, LLC in February 2015 to February 2016
Senior Analyst at Georgia State University in February 2014 to August 2015
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Georgia State University, Bachelor’s Degree, November 2026
Georgia State University, Bachelor’s Degree, November 2026
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Leadership
Microsoft Excel
Financial Analysis
Valuation
Portfolio Management
Financial Accounting
Accounting
Business Analysis
Business Development
Pivot Tables
Financial Modeling
Finance
Asset Allocation Strategies
Asset Management
Wealth Management
Microsoft Office
PowerPoint
Microsoft Word
Microsoft PowerPoint
SharePoint
Bloomberg Terminal
SAP
Customer Service
Teamwork
Time Management
Management
Mentoring
Long-term Customer Relationships
Group Presentations
Thompson One
SNL
TM1
Financial Statement Analysis
Equity Valuation
Fixed Income Analysis
Ethics
Office
Investment Portfolios
English
Problem Solving
Communication
Bloomberg
FactSet
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Discover more about CressetWhat is Dimant Patel email address?
Email Dimant Patel at [email protected]. This email is the most updated Dimant Patel's email found in 2026.
What is Dimant Patel phone number?
Dimant Patel phone number is 7709100646 and 7704789162.
How to contact Dimant Patel?
To contact Dimant Patel send an email to [email protected]. If you want to call Dimant Patel try calling on 7709100646 and 7704789162. (updated on September 12, 2025)
What company does Dimant Patel work for?
Dimant Patel works for Cresset
What is Dimant Patel's role at Cresset?
Dimant Patel is Associate Director, Investment Operations & Trading
What industry does Dimant Patel work in?
Dimant Patel works in the Financial Services industry.
Dimant Patel Email Addresses
Dimant Patel Phone Numbers
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