Sahil Prajapati
Senior Financial Advisor-iiroc Imperial Service @CIBC
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WORK HISTORY
Senior Financial Advisor-iiroc Imperial Service @CIBC
Brampton, ON, CA
EDUCATION
Centennial College
Financial Services, Business Administration and Management, General, Post Secondary Diploma
SHREE V.R.PATEL COLLEGE OF COMMERCE,MEHSANA(N.G.)
Bachelor of Commerce (B.Com.), Business/Commerce, General, Bachelors Degree
Sheth Shri M P High School
High School, Business/Commerce, General, A
ABOUT SAHIL PRAJAPATI
Proven Executive: Investment/portfolio Management, Asset Allocation, Individuals/Family Office/institutions, Entrepreneurship Self-directed and driven financial advisory executive with comprehensive accomplishments leading investment portfolio design, asset allocation, market analysis, ROI and client relationship teams to ensure success and achieve goals. Accomplished leader in growing business through developing strategic alliances, referral programs and networking with COIs, whether individually or in groups. Known for innovative thinking with strong sell-side, individual, institutional, banking„ brokerage and consulting acumen. Demonstrated success in developing and seamlessly executing entrepreneurial business development strategies within complex organizational structures. Recognized for maximizing performance by implementing appropriate risk management and analyzing details to gain an understanding of market/asset trends, emerging regulations, and relationships. Expertise includes developing and managing and advising high-net-worth individuals and families, Investment Planning, Modeling Asset Growth, Retention, ROI Risk Management. Compliance, Governance Trading, Sell-Side Analysis, Advice Account. Asset, Wealth Management Client Acquisitions. Relations, Expansion Equity. Fixed Income, Alternatives Capital Markets, Quantitative Analysis Regulatory Compliance, SEC, FINRA Environmental, Social, Governance ESG Strategic Partnerships, High Net Worth Individuals, Families Asset Based Lending, Liquidity Solution Estate Planning,
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