Helly Patel Email
Senior Financial Service Representative Investments @ CIBC
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Helly Patel Location
- Toronto, ON, CA
Helly Patel Work
- 2019 -now Mortgage Advisor @
- 2016 -now Senior Financial Service Representative Investments @
- 2018 -2020 Financial Advisor @
- 2015 -2016 Financial Services Representative @
- 2014 -2015 personal banking representative @
- 2013 -2014 Sales Associate @
- 2012 -2013 Sales Associate @
- 2012 -2012 Sales Associate @ Bell Direk Channel
Helly Patel Education
- Canadian Securities Institute
Canadian Securities Course (Finance and Financial Management Services)
2017-2017 - Humber College
Global Business Management (Finance, Statistics, Project Management)
2011-2013 - Mohanlal Sukhadia University
Bachelor's of Commerece (Accounting and Finance)
2007-2010
Helly Patel Skills
- Marketing Communications
- Problem Solving
- Initiator
- Time Management
- Planning
- Teamwork
- Project Planning
- Team Management
- Business Strategy
- Retail
- Market Research
- Team Leadership
- CRM
- Marketing
- Personal Banking
- Financial Reporting
- Investments
- Banking
- Finance
Helly Patel Summary
- Helly Patel, based in Toronto, ON, CA, is currently a Senior Financial Service Representative Investments at CIBC. Helly Patel brings experience from previous roles at CIBC. Helly Patel holds a 2017 - 2017 Canadian Securities Course in Finance and Financial Management Services @ Canadian Securities Institute. With a robust skill set that includes Marketing Communications, Problem Solving, Initiator, Time Management, Planning and more. Helly Patel has 4 emails on RocketReach.
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