Palmy Desai
About Palmy Desai
Palmy Desai is a Financial Services Representative II at CIBC with a background in business development, investment banking, and portfolio management. Desai holds an MBA from Gujarat Technological University and a BCom from The Maharaja Sayajirao University of Baroda.
Current Role at CIBC
Palmy Desai has been serving as a Financial Services Representative II at CIBC since 2021. In this role, Desai deals with various financial products and services, assisting clients with their banking needs. Responsibilities likely include providing financial advice, managing client accounts, and ensuring compliance with regulatory requirements. This position requires significant expertise in financial services and customer relationship management.
Previous Experience at CloudTax
Prior to joining CIBC, Palmy Desai worked as a Business Development Specialist at CloudTax in Toronto, Ontario, Canada. From 2019 to 2020, a period of 5 months, Desai was involved in identifying business opportunities and building client relationships. This role likely involved strategic planning, market analysis, and contributing to the company's growth objectives.
Investment Banking at First Abu Dhabi Bank
Before moving to Canada, Palmy Desai was an Investment Banking Specialist at First Abu Dhabi Bank (FAB) in Dubai. From 2017 to 2018, Desai worked in investment banking for one year, focusing on financial projects, market strategies, and investment opportunities. This position required deep knowledge of global financial markets and expertise in investment products.
Portfolio Management at Standard Chartered Bank
From 2016 to 2017, Palmy Desai held the position of Portfolio Management Specialist at Standard Chartered Bank in India. During this one-year tenure, Desai managed client portfolios, analyzed investment risks, and devised strategies to achieve financial goals. The role demanded strong analytical skills and substantial experience with various investment instruments.
Educational Background and Degrees
Palmy Desai obtained a Master of Business Administration (MBA) in Banking, Corporate Finance, and Securities Law from Gujarat Technological University, Ahmedabad, completing the degree between 2014 and 2016. Previously, from 2011 to 2014, Desai earned a Bachelor of Commerce (BCom) in Accounting and Finance from The Maharaja Sayajirao University of Baroda. Desai also studied at Gujarat University from 2014 to 2016.