Vinay Patil
About Vinay Patil
Vinay Patil is a Risk Associate (Client Experience) at Wealthsimple in Toronto, Ontario, Canada, with previous roles at CIBC, Amazon Development Centre (India) Private Limited, and Karvy Stock Broking Limited.
Current Role at Wealthsimple
Vinay Patil is currently employed at Wealthsimple as a Risk Associate (Client Experience). He has been in this role since 2021, based in Toronto, Ontario, Canada. In his position, he focuses on managing risk factors related to client interactions and experiences within the financial services provided by Wealthsimple.
Previous Experience at CIBC
From 2018 to 2021, Vinay Patil worked at CIBC as an Associate Investment Representative. During his three-year tenure in the Toronto, Canada Area, he dealt with investment portfolios, client management, and various investment-related services. His role at CIBC helped him gain substantial experience in the banking and investment sector.
Early Career at Amazon and KARVY
Vinay Patil has diverse experience from his early career roles. At AMAZON DEVELOPMENT CENTRE (INDIA) PRIVATE LIMITED, he worked as a Customer Service Associate (Kindle Specialist) for six months in 2015-2016 in Hyderabad, India. Prior to that, he was an Equity Advisor at KARVY STOCK BROKING LIMITED for one year from 2014 to 2015, also based in Hyderabad. These positions provided him with a solid foundation in customer service and equity advisement.
Educational Background
Vinay Patil boasts a strong educational background. He earned an MBA in Finance from All India Management Association from 2012 to 2014. He pursued further studies at Centennial College, obtaining a Graduate Certificate in Marketing Research in 2017 and completing a course in Financial Planning and Services in 2018. These academic achievements have equipped Vinay with substantial knowledge in finance, marketing, and financial planning.
Professional Certifications and Interests
Vinay Patil has completed both levels of the Canadian Securities Course (CSC), indicating his comprehensive understanding of the Canadian financial market. He holds a keen interest in the stock market and frequently updates himself on investment and economic trends. Mentorship from finance experts has further contributed to his professional growth, enhancing his capabilities in his current and prior roles.