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Dave Patel Location
Ottawa, ON, CA
Dave Patel Work
2023 -now Chief Financial Officer @
2016 -2023 Vice President, Regional Director of HNW Wealth Planning Services and Strategy @
2015 -2016 Vice President and Regional Director, Wealth Planning @
2011 -2015 Director, Wealth Planning, Taxation @
1996 -2011 Senior Tax Manager @
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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