Deval Patel

Background

About Deval Patel

As an experienced advisor with a proven track record in business development, I possess a strong skill set in management and a passion for building and maintaining relationships with clients. I am adept at managing risk and possess knowledge in financial analysis and portfolio management. My focus has always been on driving growth through analytical thinking and problem-solving skills, providing utmost client engagement and educating new and existing clients on market changes. With excellent leadership, communication, and interpersonal abilities, I understand the needs of clients and provide them with investment and mortgage advice, tax, income, and estate guidance, while answering their questions. My education background includes a Diploma certificate in Canadian Investment Funds Course and Personal Financial Services Advice from the Canadian Securities Institute, along with a Winery & Viticulture Technician diploma from Niagara College, Canada, and a Master's degree in Industrial Biotechnology and a Bachelor's degree in Integrated Biotechnology from Sardar Patel University in Gujarat, India. My research and dissertation focused on screening and characterization of thermotolerant and ethanogenic yeast for ethanol production. I have worked in various industries, including insurance, banking, and customer service. As a Supervisor at Knight Archer Insurance, I trained and scheduled staff, ensured licensing employees were up-to-date with SGI policy changes, reviewed auto policy renewals with customers, and managed financial receivable plans. I also resolved problems and recognized insurance needs for referral to other team members. As a financial advisor at Royal Bank of Canada, I engaged with new and existing clients on a daily basis, monitored client portfolios, and assisted with marketing and communications to help grow their customer base. As a customer service specialist and supervisor at Circle K, Convenience & Food Operation, I managed daily operations, resolved supply shortages and customer complaints, and determined and implemented in-store promotions. I am flexible with challenging priorities and perform target-driven sales. I am sharp and creative in analytical thinking and problem-solving, good with numbers, and proficient in Microsoft Office and Salesforce. I am dedicated to attending training sessions to stay up-to-date with regulatory or industry changes and regularly monitor the changes associated with the market to educate new and existing clients. I am excited to continue building relationships with clients in a challenging environment.