Priya Goel
About Priya Goel
Priya Goel is a Senior Financial Services Representative - Investments at CIBC in Canada, with a background in chartered accountancy and extensive experience in financial services.
Company
Priya Goel is currently employed at CIBC as a Senior Financial Services Representative - Investments. She has been with CIBC since 2015. CIBC is a leading Canadian financial institution, where Priya specializes in investment services, providing expertise and guidance to clients seeking investment opportunities.
Title
Priya Goel holds the title of Senior Financial Services Representative - Investments. In her role, she focuses on assisting clients with their investment needs, leveraging her extensive knowledge and experience in the financial services sector.
Previous Experience
Prior to her role at CIBC, Priya Goel gained significant experience at several firms. She worked at SUDHIR K. GOEL & ASSOCIATES, CHARTERED ACCOUNTANTS as an Associate Consultant from 2009 to 2014 in Pune, India. Before that, she served as a Senior Accountant/Assistant Manager at S. P. Nagrath & Co., Chartered Accountants in New Delhi from 2005 to 2006. Her early career began at S.S. Gupta & Co., ACA’s, India as a Staff Accountant, where she worked from 2003 to 2005.
Education and Certifications
Priya Goel has an extensive educational background. She studied at the Canadian Securities Institute, where she completed coursework in AML, Banking Regulations, achieving the Anti-Money Laundering & Terrorist Financing for Banking Professionals certification. Additionally, she pursued Banking Management at the IFSE Institute and completed the Branch Managers' Course. Priya also holds an ACA from The Institute of Chartered Accountants of India, achieved in 1970, and a B. Com from CCS University, Meerut, India, achieved in 1970.