Patrick Wiradharma, Cfa
About Patrick Wiradharma, Cfa
Patrick Wiradharma, CFA, is a Senior Associate in Private Wealth Client Solutions at CIBC, providing consultative expertise and managing RFP content for ultra-high-net-worth opportunities.
Current Role at CIBC
Patrick Wiradharma is currently serving as a Senior Associate, Private Wealth Client Solutions at CIBC. He began this role in 2021 and provides consultative expertise to CIBC Wood Gundy, CIBC Private Investment Counsel, and Private Banking. This involves assisting in closing ultra-high-net-worth and small/medium institutional opportunities. He also acts as the subject matter expert and leads on ultra-high-net-worth opportunities by connecting advisors and counsellors to other partners across the enterprise.
Previous Experience at CIBC
Prior to his current role, Patrick held several positions at CIBC. From 2017 to 2021, he worked as a Business Development Manager at CIBC Asset Management, where he focused on growing the business. Before this, he worked as a Financial Services Representative from 2016 to 2017 at the Yonge and Bloor Banking Centre. His role involved providing financial services and support to clients.
Early Career at GLENTEL Inc.
Patrick's early career includes a stint at GLENTEL Inc. (Tbooth Wireless) as a Sales Associate from 2013 to 2014. In this role, he was responsible for sales and customer service, which provided him with foundational skills in client interaction and service excellence.
Educational Background
Patrick Wiradharma pursued his higher education at the University of Toronto, where he studied Finance and Economics. He earned a Bachelor of Commerce (B.Com.) degree from 2011 to 2015. Before his university education, he attended Holy Trinity Private School and achieved an Ontario Secondary School Diploma from 2007 to 2011.
Expertise and Contributions
In his role at CIBC, Patrick manages the Request for Proposal (RFP) content and contributes to all presentation and RFP materials in collaboration with other team members. He leverages exceptional investment knowledge on portfolio construction and institutional best practices to drive a best-in-class experience for partners. His expertise is crucial in managing and enhancing client relationships and opportunities within the firm.