Ravi Patel, Cpa

Ravi Patel, Cpa

Customer Success Manager @ Vena Solutions

About Ravi Patel, Cpa

Ravi Patel is a Customer Success Manager at Vena Solutions in Toronto, Ontario, Canada, where he has worked since 2020. He has a background in accounting and finance, having held various positions, including Senior Financial Analyst and Senior Staff Accountant.

Current Role at Vena Solutions

Ravi Patel serves as a Customer Success Manager at Vena Solutions, a position he has held since 2020. In this role, he focuses on enhancing customer satisfaction and ensuring the effective use of Vena's software solutions. His responsibilities include managing client relationships and providing support to optimize the customer experience. He operates from Toronto, Ontario, Canada.

Previous Experience in Finance

Prior to his current position, Ravi Patel worked as a Senior Financial Analyst at The Hillman Group from 2019 to 2020. He contributed to financial planning and analysis during his tenure. Before that, he was a Senior Staff Accountant at Bass Murphy & Partners, CPA, LLP from 2016 to 2019, where he handled various accounting responsibilities. His early experience includes a summer position at Northbridge Insurance in 2014.

Educational Background

Ravi Patel studied at Wilfrid Laurier University, where he earned a Bachelor of Business Administration (B.B.A.) with a focus on Accounting from 2011 to 2015. He also completed his secondary education at Stouffville District Secondary School. His academic background provided a foundation for his career in finance and accounting.

Involvement in Student Organizations

During his time at Wilfrid Laurier University, Ravi Patel was actively involved in student organizations. He served as the Director of External Affairs for ProjectU - Laurier Students' Public Interest Research Group (LSPIRG) from 2012 to 2014. Additionally, he was an Internal Affairs Member at the Wilfrid Laurier University Students' Union in 2012 and worked as an Ice Breaker from 2014 to 2015.

Early Career Positions

Ravi Patel's early career included various roles that contributed to his professional development. He worked as Corporate Relationships at Currency Systems in 2012 for three months. His diverse experiences in different organizations helped him build a strong foundation in customer relations and financial analysis.

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