Sanjay Patel
About Sanjay Patel
Sanjay Patel is the Manager of Client Advice at CIBC, with a background in financial services and a Bachelor of Science in Chemistry.
Current Role at CIBC
Sanjay Patel is currently serving as the Manager, Client Advice at CIBC since 2019. In this role, he oversees client relations and advises clients on various financial products and services. His tenure in this position reflects his extensive experience and commitment to client-centric financial advisory.
Previous Positions at CIBC
Before becoming the Manager, Client Advice at CIBC, Sanjay Patel held several key positions within the company. From 2016 to 2019, he was a Senior Financial Advisor based in Etobicoke, Ontario. Prior to that, he was a Senior Financial Services Representative-Small Business from 2015 to 2016, a Financial Services Representative II from 2014 to 2015, and a Financial Services Representative from 2013 to 2014. These roles involved a variety of responsibilities from managing financial services for businesses to providing individualized financial advice to clients.
Education at Canadian Securities Institute
Sanjay Patel has a robust educational background in financial services obtained from the Canadian Securities Institute. In 2017, he achieved the Conduct and Practices Handbook (CPH) certification. He also completed the Canadian Securities Course (CSC) in 2016, and the Investment Funds in Canada (IFIC) certification in 2014. These qualifications underscore his comprehensive understanding of investments and securities.
Academic Background in Chemistry
Sanjay Patel earned a Bachelor of Science (B.Sc.) in Chemistry from the B P Baria Science Institute. He attended this institution from 1998 to 2001. This academic foundation highlights his early commitment to rigorous scientific study, which complements his subsequent achievements in the financial sector.