Hetan Patel Email
Branch Manager @ BMO
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Hetan Patel Location
- Montreal, QC, CA
Hetan Patel Work
- Branch Manager @ (May 2022 - Present)
- Mobile Investment Consultant @ (August 2019 - May 2022)
- Virtual Learning Consultant @ (January 2018 - August 2019)
- Senior Investment and Personal Banking Specialist @ (July 2015 - December 2017)
- Manager, Personal Financial Services @ (February 2013 - July 2015)
- Financial Services Representative @ (August 2011 - February 2013)
- Customer Service Representative @ (November 2007 - May 2011)
Hetan Patel Education
- University of Fredericton
Master of Business Administration (MBA) (Global Leadership)
2012-2015 - Canadian Securities Institute
Branch Compliance Officer
2013-2013 - Canadian Securities Institute
Professional Financial Planning Certificate (Mutual funds license)
2012-2012 - Canadian Securities Institute
Mutual Funds License
2011-2011 - Concordia University
Bachelor of Arts (B.A.) (Economics)
2007-2011 - CEGEP - John Abbott College
Commerce (Business/)
2005-2007 - Lasalle Catholic Comprehensive High School
(High School/Secondary Diplomas and Certificates)
1999-2004
Hetan Patel Skills
- Credit
- Mutual Funds
- Banking
- Loans
- Mortgage Lending
- Financial Services
- Finance
- Investments
- Securities
- Personal Finance
- Credit Analysis
- Fixed Income
- Retirement Planning
- Time Management
- Consumer Lending
- Commercial Banking
- Sales
- Portfolio Management
- Lines Of Credit
- Mutual Funds Compliance
- Retail Banking
- Customer Service
- Microsoft Office
- Management
- Teamwork
- Leadership
- Team Leadership
- Risk Management
- Relationship Management
- Credit Risk
- Cross Selling
- Customer Satisfaction
- Wealth Management
- Financial Planning
- Branch Banking
- Residential Mortgages
- Coaching
- Project Management
- Negotiation
- Customer Experience
- Customer Retention
- Mortgage Banking
- Refinance
Hetan Patel Summary
- Hetan Patel, based in Montreal, QC, CA, is currently a Branch Manager at BMO. Hetan Patel brings experience from previous roles at CIBC, Scotiabank and TD. Hetan Patel holds a 2012 - 2015 Master of Business Administration (MBA) in Global Leadership @ University of Fredericton. With a robust skill set that includes Credit, Mutual Funds, Banking, Loans, Mortgage Lending and more. Hetan Patel has 1 emails on RocketReach.
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