Dharmi Mehta
About Dharmi Mehta
Dharmi Mehta is a Financial Services Representative at CIBC with over 7 years of experience in accounting policies, MIS reports, and financial statement review.
Title
Dharmi Mehta is a Financial Services Representative currently working at CIBC.
Company
Dharmi Mehta is currently employed at CIBC as a Financial Services Representative. Previously, she worked at Fidelity Investments as a Processing Representative and at Endovia Family Office in various roles including Assistant Account Manager, Senior Customer Service Representative, and Customer Service Representative.
Education and Expertise
Dharmi Mehta holds a Bachelor's degree in Management Studies from SVKM's Narsee Monjee College of Commerce and Economics, which she completed from 2011 to 2015. She possesses over 7 years of experience in developing and implementing accounting policies and procedures and has expertise in designing and preparing Management Information System (MIS) reports. Additionally, she has experience in understanding and reviewing financial statements of individuals, companies, and trusts.
Background
Dharmi Mehta has held various positions in the financial services industry. She began her career as an Office Administrator, where she focused on administrative activities such as record management, office supply management, and assisting in budget preparation. She later joined Endovia Family Office, taking on roles from Customer Service Representative to Assistant Account Manager over five years. In 2021, she briefly worked as a Processing Representative at Fidelity Investments before joining CIBC as a Financial Services Representative.