Dan Patel Email
Director and Senior Private Banker @ CIBC
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Dan Patel Location
- Markham, ON, CA
Dan Patel Work
- Wealth Management Advisor @ (August 2026 - Present)
- Director and Senior Private Banker @ (January 2021 - Present)
- Director and Team Lead @ (November 2013 - January 2021)
- Senior Account Manager, Commercial Banking @ (July 2007 - November 2013)
- Project Manager - Corporate Finance @ (June 2004 - July 2007)
- Portfolio Accountant @ (August 2002 - June 2004)
Dan Patel Education
- Laurentian University/Université Laurentienne
Honours Bachelor of Commerce
2010-2012 - CGA Ontario
Certified General Accountant
2002-2008 - York University 1996-2000
Dan Patel Skills
- Banking
- Business Development
- Business Relationship Management
- Commercial Banking
- Credit
- Credit Analysis
- Credit Risk
- Finance
- Financial Analysis
- Investments
- Loans
- Mergers & Acquisitions
- Mortgage Lending
- Portfolio Management
- Relationship Management
- Retail Banking
- Risk Management
- Wealth Management
- Mergers and Acquisitions
- Microsoft Office
- Project Management
Dan Patel Summary
- Dan Patel, based in Markham, ON, CA, is currently a Director and Senior Private Banker at CIBC. Dan Patel brings experience from previous roles at BMO Nesbitt Burns, Scotiabank, RBC Royal Bank and Aviva Canada. Dan Patel holds a 2010 - 2012 Honours Bachelor of Commerce @ Laurentian University/Université Laurentienne. With a robust skill set that includes Banking, Business Development, Business Relationship Management, Commercial Banking, Credit and more. Dan Patel has 2 emails on RocketReach.
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