Yogita Petam
About Yogita Petam
Yogita Petam is a Specialist in Transaction Processing for Capital Markets Operations at CIBC in Toronto, Ontario, Canada.
Title at CIBC
Yogita Petam holds the position of Specialist in Transaction Processing for Capital Markets Operations at CIBC. She has been serving in this role since 2020, based in Toronto, Ontario, Canada. This role involves processing and overseeing transactions within the capital markets sector, ensuring accuracy and efficiency in handling financial operations.
Previous Roles at CIBC
Before her current role, Yogita Petam worked at CIBC in multiple positions. From 2018 to 2020, she was involved in Transaction Processing for Capital Markets Operations. Prior to that, she contributed to Registered Products within Wealth Management Operations from 2014 to 2018. Each role built on her expertise in financial operations and expanded her experience within the company.
Experience at TJX Canada
Earlier in her career, Yogita Petam worked as a Sales Representative at TJX Canada/Winners Merchants International L.P. for three years from 2011 to 2014. Based in the Toronto, Canada Area, this role provided her with valuable sales and customer service experience, contributing to her foundational skills in the professional world.
Education at York University
Yogita Petam pursued her higher education at York University, where she studied Finance. She completed her Bachelor of Commerce (BComm) degree over a period of five years, from 2008 to 2013. This academic background laid a solid foundation for her career in finance and operations.
CFA Level 1 Certification
Yogita Petam has also expanded her qualifications by passing the CFA Level 1 Exam through the CFA Institute. Attaining this certification enhances her credentials and expertise in financial analysis, further supporting her roles in the financial services industry.