Mihir Patel
About Mihir Patel
Mihir Patel is a Credit Counselor at CIBC in Toronto, ON, Canada, with a background in financial planning, wealth management, and customer service.
Title
Mihir Patel currently holds the position of Credit Counselor at CIBC, located in Toronto, ON, Canada. He has been in this role since 2019.
Company
Mihir Patel works at CIBC, a major Canadian financial institution. His role as a Credit Counselor involves assisting clients with managing their credit and financial planning.
Previous Work Experience
Before joining CIBC, Mihir Patel worked at Canada's Wonderland as a Customer Service Representative in 2019. His responsibilities included managing guest inquiries and providing excellent customer service.
Education and Expertise
Mihir Patel has a Bachelor's degree in Financial Planning and Wealth Management from Lambton College, which he completed in 2020. He also holds a Bachelor's degree in Accounting and Finance from the University of Calcutta, completed in 2018. Additionally, he has completed the Investment Funds in Canada course, which has expanded his knowledge of financial products.
Skills and Competencies
Mihir Patel possesses strong analytical skills, particularly with Microsoft Excel, essential for financial analysis and reporting. He is also skilled in Customer Service Management and sales, which help him effectively handle client interactions and advise on financial products and services.