Raj Patel
About Raj Patel
Raj Patel serves as the Assistant Vice President of Operations at Primerica, where he has worked since 2017. He has extensive experience in the financial services industry, having held various roles at organizations such as Fundserv Inc., IFDS, and TD.
Work at Primerica
Raj Patel has been serving as the Assistant Vice President of Operations at Primerica since 2017. His role involves overseeing operational processes and ensuring compliance within the organization. Prior to this position, he held multiple roles at Primerica, including Manager of Operations from 2015 to 2017 and Operations Auditor from 2007 to 2015. His extensive experience within the company spans over a decade, contributing to a deep understanding of its operational framework.
Previous Experience in Financial Services
Before joining Primerica, Raj Patel worked at Fundserv Inc. as part of the FATCA-CRS Working Group Committee from 2017 to 2019. He also served as a Business Analyst at IFDS for five years, from 2000 to 2005. Additionally, he worked as a Product Specialist at TD for a brief period in 2007. His diverse background in financial services has equipped him with a broad skill set relevant to operations and compliance.
Education and Expertise
Raj Patel completed the Canadian Investment Funds Operations Course, enhancing his knowledge in the investment funds industry. He also holds certifications from specialized courses, including the Officers', Partners', Directors' Course, which provides insights into corporate governance. Furthermore, he completed the Branch Managers' Examination Course, essential for managing financial services branches, and the Mutual Fund Dealer Compliance Course, demonstrating his expertise in compliance matters.
Background
Raj Patel studied at Vanier College from 1990 to 1992, where he laid the foundation for his career in financial services. His professional journey includes various roles that have contributed to his comprehensive understanding of operations and compliance in the financial sector. His career reflects a commitment to continuous learning and professional development in the industry.