Hard Patel
Investment Planning Specialist @CIBC
Signup · Get unlimited contacts
WORK HISTORY
Investment Planning Specialist @CIBC
EDUCATION
S.M.Patel Institute of Commerce
Bachelor of Commerce (B.Com.), Accounting and Finance
Sheridan College
Diploma, Business finance
ABOUT HARD PATEL
Bachelor of Commerce – Service Professional with over 7 years of experience • Customer-focused, result oriented individual with experience in public administration and mid-sized business firm • Establishes, values and maintains relationships that earns continuously increasing revenues • Handles promotions within specified budget with best efforts to achieve targeted goals • Capable in analyzing business trends through trends, graph data and reports • Quick in data-entry to create, retrieve and update information about customer profiles • Great business communication skills with understanding of confidentiality of information • Flexible with changing shifts and locations with good time management skills • Well-versed in preparing business documents and representing information to diverse people • Passionate about providing best customer service as an individual as well as in team
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.