Krunal Patel
About Krunal Patel
Krunal Patel is a Client Experience Associate at Wealthsimple in Toronto, Ontario, Canada, with a background in financial services and management.
Current Role at Wealthsimple
Krunal Patel currently holds the position of Client Experience Associate at Wealthsimple, where he has been working since 2021. Based in Toronto, Ontario, Canada, he is dedicated to optimizing the client experience by understanding and addressing their financial needs. His role involves advising clients on investment strategies and providing tailored solutions to enhance their financial well-being.
Previous Experience at CIBC
Before joining Wealthsimple, Krunal Patel served as a Financial Service Representative II at CIBC from 2019 to 2021. During his two-year tenure, he was responsible for developing client relationships and providing financial services. His expertise in advising on mortgage solutions and investment strategies enabled him to effectively assist clients in achieving their financial goals.
Management Experience at Pizza Hut
From 2017 to 2019, Krunal Patel worked as a Restaurant General Manager at Pizza Hut in Cochrane, Alberta, Canada. In this role, he honed his decision-making and people development skills. He was responsible for overseeing operations and ensuring the restaurant's overall performance, which provided him with invaluable leadership experience.
Early Career at Citi India
Krunal Patel began his professional journey at Citi India as a Client Relationship Executive from 2015 to 2017. Here, he focused on understanding clients' financial needs and providing appropriate solutions. This role laid the foundation for his expertise in client relations and advisory services within the financial sector.
Education in Global Business Management
Krunal Patel holds a Postgraduate Degree in Global Business Management from Humber College, which he earned from 2013 to 2014. His education has equipped him with a comprehensive understanding of global business practices, further enhancing his ability to advise clients on a wide range of financial matters.