Pritesh Patel
About Pritesh Patel
Pritesh Patel is a Mortgage Renewal Specialist at CIBC with extensive experience in financial services and customer relations, holding an MBA in Finance and a Bachelor of Commerce.
Current Title at CIBC
Pritesh Patel serves as a Mortgage Renewal Specialist at CIBC. He has been in this role since 2021. In his role, he focuses on assisting clients with mortgage renewals, providing expert advice, and ensuring a smooth renewal process.
Previous Experience at CIBC
Prior to his current role, Pritesh worked as a Financial Services Representative at CIBC from 2019 to 2021 in Toronto, Ontario, Canada. During his tenure, he was responsible for assisting clients with a variety of financial products and services, helping them to manage their finances effectively.
Experience at Zedd Customer Solutions
From 2017 to 2019, Pritesh worked as a Telesales Agent at Zedd Customer Solutions in the Toronto, Canada area. In this capacity, he was responsible for reaching out to potential customers, pitching sales, and achieving sales targets in a highly competitive environment.
Educational Background
Pritesh Patel holds an MBA in Finance from Sardar Patel College of Administration and Management, completed between 2010 and 2012. He also earned a Bachelor of Commerce (B.Com.) with a focus on Accounts from Smt. T. J. Patel English Medium Commerce College, graduating in 2010. Additionally, he completed a postgraduate program in Project Management with a specialization in Advanced Project Management and Strategic Leadership at Lambton College from 2016 to 2017.
Professional Certifications
Pritesh Patel has successfully completed the Canadian Investment Funds Course, which has enhanced his expertise in financial products and services. This certification signifies his deep understanding of investment funds and his ability to provide informed financial advice to clients.