Krutarth Patel Email & Phone Number
Who is Krutarth Patel? Overview
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Krutarth Patel is listed as Analyst, Global Asset Management at RBC, a company with 97166 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Krutarth Patel.
Krutarth Patel previously worked as Wealth Management - FP Advice at Td and Banking Analyst - Startegy & Compliance at Td. Krutarth Patel holds Accounting And Finance from University Of Waterloo.
Email format at RBC
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About Krutarth Patel
Motivated final-year student with extensive internship experience in wealth management, strategy, venture capital, and financial analysis. Skilled in financial modeling, operational analysis, and KPI-driven reporting using tools like Excel, Tableau, and Bloomberg Terminal. CFA Level 1 candidate with a proven ability to deliver actionable insights and support strategic decision-making through data-driven analysis. Passionate about launching a career in wealth, leveraging a strong foundation in financial markets and performance optimization.
Krutarth Patel's current company
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Krutarth Patel work experience
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Wealth Management - Fp Advice
Current
Banking Analyst - Startegy & Compliance
Investor Relations & Financial Analyst
Assisted in preparing investment performance monitoring reports both to existing and prospective investors.Maintained regular communication with investors and portfolio companies regarding financials.Managed the finance deliverables in the year-end and interim period end investor reporting processes for the funds, including applicable financial performance.
Capital Markets - Broker Reconciliations
Mitigated financial risk with four accurate daily financial reconciliations between RBC asset purchases and daily trades with U.S. and Canadian brokerages.Ensured the reconciliations and data control platform met all internal and external Audit/Regulatory/Compliance requirements with the use of the Canadian Depository for Services (CDS).Supported.
Personal Debt Solutions
Drafted 1500 documents, letters and various correspondence including processing mailouts to clients regarding their tax information. Combined documents into internal systems, created formal documents in an insolvency database and prepared statutory correspondence as part of bankruptcy and proposal filings.Handled over 1100 debtors: communicated thoroughly.
Vice President Of Programs
Responsible for organizing and conducting recruitment, social, and networking events. Reached out to industry professionals using strong communication skills asking them for supporting our events.Hosted a virtual recruitment event with Martinrea International inviting their chairman, recruiters, directors and managers. Had an attendance of 50 students and.
Data Analyst Volunteer
Worked alongside professionals to evaluate and test business process controls, bookkeeping/payroll applications and invoices to support financial settlement audits. Increased total workflow by 10%Assessed market competition while analyzing sales reports and managed daily transactions with accuracy.Assisted with financial planning for mergers and.
Shift Team Lead
Maintained high standards of food and quality by reviewing shipments, overseeing preparations and monitoring food safety.Set and enforced performance and service standards to keep a consistent high-quality positive environment devoted to customer satisfaction.Supervised a diverse team of restaurant staff while also implementing strong inventory control and.
Swim Instructor
Noted swimming level of students, developed lesson plans, wrote more than 100 seasonal report cards, conducted swimming lessons and performed weekly evaluations to determine progress.Ensured a safe work and practice environment and procedures and established policies, rules, and regulations for the swimmers. Managed various age groups ranging from toddlers.
Colleagues at RBC
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Carmichael Manfredi
Colleague at RbcCoquitlam, British Columbia, Canada, Canada
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TL
Tanya Lahiri
Colleague at RbcCanada, Canada
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WD
Wendy Deng
Colleague at RbcToronto, Ontario, Canada, Canada
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YW
Yujian W.
Colleague at RbcToronto, Ontario, Canada, Canada
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CH
Chris Hickey
Colleague at RbcGreater Vancouver Metropolitan Area, Canada
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KM
Kulbinder Mann
Colleague at RbcCanada, Canada
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AL
Ana Laura Madariaga
Colleague at RbcToronto, Ontario, Canada, Canada
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JB
Jan Brathwaite
Colleague at RbcBridgetown, Saint Michael, Barbados, Barbados
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CM
Connie Muk
Colleague at RbcHong Kong SAR, Hong Kong
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CG
Cristina Giovinazzo, Pfp, Qafp
Colleague at RbcVaughan, Ontario, Canada, Canada
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Krutarth Patel education
Accounting And Finance
Education record
Frequently asked questions about Krutarth Patel
Quick answers generated from the profile data available on this page.
What company does Krutarth Patel work for?
Krutarth Patel works for RBC.
What is Krutarth Patel's role at RBC?
Krutarth Patel is listed as Analyst, Global Asset Management at RBC.
Where is Krutarth Patel based?
Krutarth Patel is based in Canada, Canada, Canada while working with RBC.
What companies has Krutarth Patel worked for?
Krutarth Patel has worked for Rbc, Td, Igan Partners, Rbc Capital Markets, and Bdo Canada.
Who are Krutarth Patel's colleagues at RBC?
Krutarth Patel's colleagues at RBC include Carmichael Manfredi, Tanya Lahiri, Wendy Deng, Yujian W., and Chris Hickey.
How can I contact Krutarth Patel?
You can use AeroLeads to view verified contact signals for Krutarth Patel at RBC, including work email, phone, and LinkedIn data when available.
What schools did Krutarth Patel attend?
Krutarth Patel holds Accounting And Finance from University Of Waterloo.
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