Dave Patel Email & Phone Number
Chief Financial Officer @ Canadian Forces Morale and Welfare Services
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Dave Patel Location
- Ottawa, ON, CA
Dave Patel Work
- Chief Financial Officer @ (December 2023 - Present)
- Vice President, Regional Director of HNW Wealth Planning Services and Strategy @ (November 2016 - September 2023)
- Vice President and Regional Director, Wealth Planning @ (September 2015 - October 2016)
- Director, Wealth Planning, Taxation @ (November 2011 - August 2015)
- Senior Tax Manager @ (September 1996 - October 2011)
Dave Patel Education
- Université du Québec en Outaouais
Bachelor of Business Administration (BBA) (Accounting and Finance)
1993-1996
Dave Patel Skills
- Financial Advisory
- Cross-functional Team Leadership
- Tax
- Tax Advisory
- High Net Worth Individuals
- Tax Law
- Financial Planning
- Financial Accounting
- Wealth Preservation Planning
- Estate & Trusts
- Wealth Management
- Auditing
- Microsoft Excel
- Estate And Trusts
- Customer Service
- Business Strategy
- Financial Analysis
Dave Patel Summary
- Dave Patel, based in Ottawa, ON, CA, is currently a Chief Financial Officer at Canadian Forces Morale and Welfare Services. Dave Patel brings experience from previous roles at BMO Financial Group, BMO Private Banking and EY. Dave Patel holds a 1993 - 1996 Bachelor of Business Administration (BBA) in Accounting and Finance @ Université du Québec en Outaouais. With a robust skill set that includes Financial Advisory, Cross-functional Team Leadership, Tax, Tax Advisory, High Net Worth Individuals and more. Dave Patel has 1 emails on RocketReach.
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