Vilashi Patel Email
Vice President, Institutional Sales @ Connor, Clark & Lunn Financial Group (CC&L)
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Vilashi Patel Location
- Montreal, QC, CA
Vilashi Patel Work
- 2019 -now Vice President, Institutional Sales @
- 2012 -2019 Vice-President, Defined Contribution and Retirement @
- 2012 -2016 Manager, Inside Sales @
- 2012 -2014 Business Development Manager @
- 2010 -2012 Institutional Account Administrator @ McLean Budden
Vilashi Patel Education
- Concordia University
Bachelor of Commerce (B.Com.) (Finance, General)
2005-2009
Vilashi Patel Skills
- Investment Strategies
- Equities
- Sales
- Business Development
- Account Management
- Portfolio Management
- Relationship Management
- Asset Management
- Investments
- Asset Allocation
- Fixed Income
- Wealth Management
- Financial Services
- Investment Advisory
- Mutual Funds
- Financial Analysis
- Financial Planning
- Public Speaking
- Sales Management
- SQL
- Management
Vilashi Patel Summary
- Vilashi Patel, based in Montreal, QC, CA, is currently a Vice President, Institutional Sales at Connor, Clark & Lunn Financial Group (CC&L). Vilashi Patel brings experience from previous roles at Franklin Templeton Investments and McLean Budden. Vilashi Patel holds a 2005 - 2009 Bachelor of Commerce (B.Com.) in Finance, General @ Concordia University. With a robust skill set that includes Investment Strategies, Equities, Sales, Business Development, Account Management and more. Vilashi Patel has 2 emails on RocketReach.
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