Dave Patel Email & Phone Number
Chief Financial Officer @ Canadian Forces Morale and Welfare Services
Dave Patel Location
Ottawa, ON, CA
Dave Patel Work
- 2023 - now Chief Financial Officer @ Canadian Forces Morale and Welfare Services
- 2016 - 2023 Vice President, Regional Director of HNW Wealth Planning Services and Strategy @ BMO
- 2015 - 2016 Vice President and Regional Director, Wealth Planning @ BMO Private Banking
- 2011 - 2015 Director, Wealth Planning, Taxation @ BMO Private Banking
- 1996 - 2011 Senior Tax Manager @ EY
Dave Patel Education
- Université du Québec en Outaouais
Bachelor of Business Administration (BBA) (Accounting and Finance)
1993 - 1996
Dave Patel Skills
- Wealth Management
- Tax Law
- Tax
- High Net Worth Individuals
- Auditing
- Microsoft Excel
- Estate And Trusts
- Wealth Preservation Planning
- Tax Advisory
- Financial Planning
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 Wealth Management, Tax Law, Tax, High Net Worth Individuals, Auditing and more. Dave Patel has 4 emails on RocketReach.
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Top Canadian Forces Morale and Welfare Services Employees
-
33 -
Ian Poulter
Chief Operating Officer at Canadian Forces Morale and Welfare Services
Ottawa, Ontario, Canada2 -
Ronna Kyte
Director IM/IT Business Services at Canadian Forces Morale and Welfare Services
Ottawa, Ontario, Canada21 -
3
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