Shruti Patel
About Shruti Patel
Shruti Patel is an Account Processing Officer at CIBC Investor Services Inc. with a background in financial services and business management.
Title and Current Position
Shruti Patel is currently serving as an Account Processing Officer at CIBC Investor Services Inc. She has been with CIBC since 2021, based in Toronto, Ontario, Canada. In this role, she focuses on account processing tasks, contributing to the smooth operations of the investor services team.
Previous Experience at American Express
Prior to her current role, Shruti Patel was a Senior Financial Services Advisor at American Express from 2020 to 2021. In this capacity, she advised clients on financial services, leveraging her expertise in finance and customer service to meet their needs.
Experience at Toronto Transit Commission
Shruti Patel also worked as a Customer Service Team Lead at the Toronto Transit Commission (TTC) from 2018 to 2019. Based in the Toronto, Canada Area, she led a team dedicated to providing exceptional customer service to TTC's vast user base.
Business Executive at HOPE Entrepreneurship
Between 2015 and 2017, Shruti Patel served as a Business Executive at HOPE Entrepreneurship in Ahmedabad, Gujarat, India. During her tenure, she focused on developing new business prospects and managing accounts to support the company's growth objectives.
Educational Background
Shruti Patel has an extensive educational background in finance and commerce. She achieved her Bachelor's degree in Business/Commerce from S. M. Patel Institute of Commerce from 2014 to 2017. She also completed a Post-Graduation in Financial Planning and Services at Centennial College from 2018 to 2019. Additionally, she holds a High School Diploma in Finance and Financial Management Services from BSE Institute Ltd in 2015. Moreover, she has a High School Diploma in Mutual Funds from Ahmedabad Management Association.