Darshan Patel
About Darshan Patel
Darshan Patel is a Mortgage Processor at CIBC and a National Account Specialist at Chubb Fire & Security Group, with extensive experience in equity research and financial modeling.
Title and Current Roles
Darshan Patel holds the position of National Account Specialist at Chubb Fire & Security Group, a role he has occupied since 2019. He is also employed at CIBC, serving as a Mortgage Processor since 2016. His professional activities span several years and are based in the Toronto, Canada Area and 100 University.
Previous Experience
Before his current roles, Darshan Patel worked as a Senior Associate at Finesee Finance from 2014 to 2016, located in Ahmedabad Area, India. During this period, he developed substantial experience in financial management and equity research.
Educational Background
Darshan Patel holds a Bachelor of Commerce (B.Com.) degree from H L College of Commerce, where he studied Accounting and Finance from 2000 to 2002. He also earned a Bachelor's degree from Chatrapati Sahuji Maharaj Kanpur University, Kanpur, within the same timeframe. Currently, he is pursuing the CFA Level III certification, demonstrating his ongoing commitment to professional development in Finance and Financial Management Services.
Skills and Expertise
Darshan Patel specializes in equity valuation methodologies including discounted cash flow analysis (DCF), price-to-earnings ratio (P/E), enterprise value to EBITDA (EV/EBITDA), and dividend discount model (DDM). He has advanced skills in MS Excel and is proficient in financial modeling, portfolio management, and business strategy development. His financial expertise includes equity research, moat analysis, and preparation of financial statements, with a focus on cost reduction and ratio analysis.
Professional Capabilities
Darshan Patel excels in analytical thinking, presentation, problem-solving, and communication. He possesses strong skills in interpersonal relations, negotiation, and leadership, supporting his accomplishments in managing a portfolio of 20 companies. His tasks include setting up forecast drivers, conducting DCF valuation, and performing ratio analysis, underscoring his proficiency in financial statement analysis and modeling.