Mitul Patel, M Fin
About Mitul Patel, M Fin
Mitul Patel, M Fin, is an Associate Financial Advisor at CIBC and a Professor at Conestoga College, with a background in finance and wealth management.
Professional Background in Financial Services
Mitul Patel has a diverse background in the financial services industry. Currently, he works at CIBC as an Associate Financial Advisor, a position he has held since 2019 in Toronto, Ontario, Canada. Before this, he worked at TGS Wealth in a similar role from 2017 to 2018. Prior to that, he served as a Financial Planner at Moneylife for three months in 2016 in Mumbai, India.
Academic Qualifications in Finance
Mitul Patel has robust academic credentials in finance. He earned his Master of Finance from the Smith School of Business at Queen's University in 2018, following his Bachelor of Financial Markets from K P B Hinduja College of Commerce, completed in 2015. He has also successfully passed the CFA Level III and CFP certifications.
Experience in Wealth Management
Mitul Patel has extensive experience in wealth management and investment advisory roles. His career includes positions as a Research Analyst at Sykes & Ray Equities from 2015 to 2016 and as an Associate Financial Advisor at TGS Wealth and CIBC. His expertise in technical analysis has been a significant asset in these roles.
Teaching Experience
In addition to his financial advisory roles, Mitul Patel has also contributed to academia. He has been a Professor at Conestoga College since 2021 and served as a Professor at SRE Edupro from 2014 to 2017 in Mumbai, India. His teaching roles underscore his commitment to sharing knowledge and expertise in finance and wealth management.
Technical and Analytical Skills
Mitul Patel is well-versed in technical analysis within the financial services industry. This skill set complements his business relationship management experience. His analytical capabilities have been demonstrated throughout his roles in asset management and investment advisory, making him a valuable asset in the financial sector.