Prerna Gulati

Prerna Gulati

Financial Services Representative @ CIBC

About Prerna Gulati

Prerna Gulati is a Financial Services Representative at CIBC with a background in customer service and business administration.

Title

Prerna Gulati holds the title of Financial Services Representative. She is currently employed at CIBC.

Professional Experience at CIBC

Prerna Gulati has been working at CIBC as a Financial Services Representative since 2021. At CIBC, she is responsible for providing financial services and advice to clients. Her role involves understanding client needs and recommending appropriate financial products.

Previous Roles in Customer Service

Before joining CIBC, Prerna Gulati worked in various customer service roles. From 2019 to 2021, she served as a Cashier Customer Service at Walmart in Halifax, Nova Scotia. Prior to that, she worked as a Customer Service Representative at Tim Hortons in Halifax for a month in 2019. These roles involved interacting with customers, handling transactions, and ensuring a high level of customer satisfaction.

Education and Expertise

Prerna Gulati studied Financial Services and achieved a Business Administration degree from Nova Scotia Community College, where she attended from 2019 to 2021. Additionally, she earned a High School Diploma in Business/Commerce, General from Salwan Public School in India. She is currently pursuing certification from the Canadian Securities Institute in Financial Products and Services and Lending and Mortgages.

Skills and Interests

Prerna Gulati has developed significant research and analytical skills through her background in commerce. She has a strong interest in generating new ideas and devising feasible solutions to problems, which is a valuable asset in her current role at CIBC.

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