
Sheel Desai
Sheel is an Analyst with Evergreen Advisors Capital, where she assists on mergers and acquisitions, private placements, and corporate advisory engagements. Before working at Evergreen Advisors, she held an internship at Transact Capital Partners as an investment banking intern. As part of her role, she was responsible for creating marketing materials and developing financial statements to conduct thorough analyses. Sheel has also completed projects with Latham & Watkins and Citi.
Education
Sheel earned her Master of Science in Finance from Virginia Commonwealth University. She also earned her Bachelor of Science degree in Business, Finance from Virginia Commonwealth University.
Licenses
Sheel holds her Series 79, Investment Banking Representative Qualification.
Interests
Sheel loves reading books from various genres such as mystery and solving intricate puzzles. Whether she is thinking of a character from one of her books or where to place the next piece of the puzzle, she is always thinking a few moves ahead. Her critical thinking skills give Sheel an advantage in her role, where she can strategically and logically produce quality deliverables for the client.