Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Dhruv Patel

Hamilton,ON

Summary

Dedicated and passionate finance professional with almost 2 years of experience in client-facing roles. Holds various well known finance certifications, including a CSC (Canadian Security Course) certificate, and has cleared second level of the CFA Examination. Eager to tackle new challenges and opportunities in the financial world, with a strong commitment to contributing to organizational success.

Overview

2
2
years of professional experience
1
1
Certification

Work History

FINANCIAL SERVICE REPRESENTATIVE

GATESTONE & CO. INC. (AMEX)
Mississauga, ON
07.2023 - Current
  • Research and answer questions regarding account status; Review and update credit and loan information on customer files as a personal financial advisor over the phone
  • Administrate financial assessments and ensure the account is handled correctly for the best positive customer experience
  • Promote and sell credit card products and loan services to potential customers
  • Provide accurate and detailed information about the features, benefits, and terms of credit card products and loan services to prospective customers
  • Review monthly, quarterly, and annual financial reports to keep an accurate record while dealing with customers and maintaining strong customer service skills.

ACCOUNT MANAGER'S ASSISTANT

Neptune Security Services Inc.
05.2022 - 06.2023
  • Collaborated with team to optimize workflow and achieve objectives
  • Maintained compliance with company policies, objectives, and communication goals
  • Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions
  • Recording, maintaining and managing day-to-day financial transactions of the company
  • Maintain compliance with government guidelines and international standards for security operations
  • Follow established security and safety procedures and posted orders including enforcement of company rules, policies and regulations.

Education

College Diploma - Business Management

Humber Institute of Technology And Advanced Learning
08-2022

Skills

  • Microsoft Office
  • Client service
  • Python Programming
  • Investment analysis
  • Financial analysis
  • Knowledge of investment product
  • Microsoft Excel
  • Customer service

Certification

  • Cleared CFA level 1
  • Cleared CFA level 2
  • CSC (Canadian security course)
  • Excel Fundamentals - Formulas for Finance (CFI)
  • Python Programming - (CFA)
  • Data analysis in Excel (CFI)

References

References available upon request.

Timeline

FINANCIAL SERVICE REPRESENTATIVE

GATESTONE & CO. INC. (AMEX)
07.2023 - Current

ACCOUNT MANAGER'S ASSISTANT

Neptune Security Services Inc.
05.2022 - 06.2023

College Diploma - Business Management

Humber Institute of Technology And Advanced Learning

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Dhruv Patel