Ishan Patel Email & Phone Number

Toronto, Ontario, Canada

• Develop and maintain strong relationships with Canadian Banking Risk Owners by acting as the first line (1B) non-financial risk advisor and the primary conduit between the Risk Owners and the Second Line of Defence / Control & Support Functions.• Support the management of business unit regulatory control libraries and help identify, document and/or update regulatory controls on a proactive basis.• Support the Risk Owners to define risk appetites, metrics and thresholds for… Show more • Develop and maintain strong relationships with Canadian Banking Risk Owners by acting as the first line (1B) non-financial risk advisor and the primary conduit between the Risk Owners and the Second Line of Defence / Control & Support Functions.• Support the management of business unit regulatory control libraries and help identify, document and/or update regulatory controls on a proactive basis.• Support the Risk Owners to define risk appetites, metrics and thresholds for ongoing monitoring including developing sub-business line Risk Appetite Statements.• Manage and execute the Operational Risk & Control Self-Assessments (RCSA) and Compliance Risk & Control Assessments (CRCA) to proactively identify, document, and assess risk issues, emerging risks, and key controls. Show less

Toronto, Ontario, Canada

Whilst contributing to the Board at Hutsy Financial, I help advise on strategy and growth opportunities, and leverage my years of banking, payments and innovation experience, and my vast network of contacts around the world in banking and fintech to provide sound advice and guidance to the company.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Increase the quality of client service, while cognizant of risk profile of the firm.• Assist the firm with ensuring the financial independence of all of our people across Canada.• Conduct audits and assess compliance with the Regulatory Rules and Firm Independence Policies.

Toronto, Canada Area

• Provide sound advice at every customer interaction to create a positive customer experience.• Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non credit losses.• Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services

Toronto, Canada Area

Toronto, Canada Area

• Assist with driving and controlling store sales, KPI, shrink and payroll performance.• Coach, and inspire Store Teams to consistently drive sales results.• Foster a positive work environment that encourages ideas and innovative problem solving.• Assume store leadership responsibility in the absence of store management.• Communicate merchandise needs and trends to Store Manager in order to maximize sales

• Manage general operations of the club, ensuring 200 members receive proper guidance and investment education• Create content for educational presentation at meetings, such as how to do a discounted cash flow analysis and various company valuation strategies• Manage a $20,000 investment fund, providing guidance to the team of analyst and oversee all investment activities, effectively achieving a positive return• Created an analyst program for students to learn more about the… Show more • Manage general operations of the club, ensuring 200 members receive proper guidance and investment education• Create content for educational presentation at meetings, such as how to do a discounted cash flow analysis and various company valuation strategies• Manage a $20,000 investment fund, providing guidance to the team of analyst and oversee all investment activities, effectively achieving a positive return• Created an analyst program for students to learn more about the finance industry and perform valuations on various companies to add to the portfolio • Host events and competitions to facilitate learning and experience gained by students involved in the club Show less

Ontario, Canada

• Work towards meeting branch goals in referrals and sales.• Dealt and trusted with highly confidential financial information.• Assist customers in meeting their financial needs through excellent customer service. • Service included, but not limited to, deposits, transfers, account statements, along with complaint resolution and other inquiries.

• Assist BSA president and Vice President with initiatives and creation of policies• Maintain relations and communications with key Goodman School of Business contacts