Manager, Corporate Funding | Corporate Treasury
Current
May 2022 - Present
AeroLeads people directory · profile
Preyas Patel, Cfa, Frm Email & Phone Number
Manager, Corporate Funding | Corporate Treasury
at
BMO Financial Group
1 work email found
@bmo.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager, Corporate Funding | Corporate Treasury
Location
Toronto, Ontario, Canada
Who is Preyas Patel, Cfa, Frm? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Preyas Patel, Cfa, Frm is listed as Manager, Corporate Funding | Corporate Treasury at BMO Financial Group, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Preyas Patel, Cfa, Frm.
Preyas Patel, Cfa, Frm previously worked as Senior Analyst, Corporate Funding at Bmo Financial Group and Trade Floor Risk Management Summer Associate at Scotiabank. Preyas Patel, Cfa, Frm holds Mba, Financial Engineering, Financial Statements Analysis from University Of Toronto - Rotman School Of Management.
Company email context
Email format at BMO Financial Group
This section adds company-level context without repeating Preyas Patel, Cfa, Frm's masked contact details.
*@bmo.com
68% confidence
AeroLeads found 1 current-domain work email signal for Preyas Patel, Cfa, Frm. Compare company email patterns before reaching out.
Profile bio
About Preyas Patel, Cfa, Frm
I love to critically review financial markets, and enjoy conversing with clients regarding their business and investment requirements. After my undergrad in engineering, I completed an international management course followed by an internship with GE Healthcare in Paris as a Finance Analyst. At GE, I learned the essence of globalization and experienced diverse work culture. Later I joined a start-up firm, where I hired and managed a team of 7 associates, and developed the business further by executing marketing promotions for NGOs. As my interest in finance grew, I decided to join the Analytics Desk in the Treasury department of the Federal Bank, a major private bank in India. During my tenure at the bank, I completed CFA and FRM certifications to gain a deeper understanding of capital markets. Based on my performance and dedication, the Head of Treasury promoted me to be a Treasury FX Dealer where I handled $300 million of business annually. I wanted to further develop my business and management skills, which is why I completed an MBA at Rotman to fulfill my dream of working in capital markets and asset management in Toronto, a financial hub, and help my clients fulfill their financial needs.
Listed skills include Financial Analysis, Corporate Finance, Management, Analysis, and 18 others.
Current workplace
Preyas Patel, Cfa, Frm's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Preyas Patel, Cfa, Frm work experience
A career timeline built from the work history available for this profile.
Senior Analyst, Corporate Funding
Jan 2021 - Apr 2022
Trade Floor Risk Management Summer Associate
Rotated to Group Treasury Risk, Central Office, and Global Fixed Income desks during the internshipDevised and operationalized FX hedge performance report; helping senior executives assess the requirement of hedging foreign earnings and bank’s capital investment outside CanadaCreated a customized benchmark to analyze the performance of the liquidity portfolio by researching various bond indicesExecuted a project in Excel VBA to provide decision making support to various desks of TFRM
May 2019 - Aug 2019
Forex Merchant Dealer At Treasury Front Office
Quoted forex rates to merchant transactions of branches and customers as per RBI/FEDAI/Banks guidelines over phone or Automated Dealing SystemPriced complex treasury products e.g. structured derivatives, cross-currency swaps and advised clients in hedging forex risksKept abreast with daily activities of dealing room, developments in the market, movement of spot and forward rates
Jun 2016 - Jul 2018
Assistant Manager, Treasury Analytics - Front Office
Analyzed the Investment Portfolio of the bank after collecting required market information from financial dailies, reports of the company, periodicals and submitted reports to higher authoritiesMonitored risk profile of Investments, performed valuations of Investments periodically as per investment policy, conducted research on investment opportunities and helped dealers to identify avenues/stocks/ Non-SLR instruments for investing/trading
Apr 2015 - May 2016
Business Associate
Triforce Inc. (Startup)
Led a team of 7 members and assisted clients for campaign development, customer acquisition and retention, marketing promotionsDeveloped entrepreneurial skills, tracked customer behavior, mapped new market segments through primary market researchLed expansion of the company to new territoriesEngaged in direct marketing, branding and advertising for Charity, Telecom and Entertainment clientsAchievement: Attributed to revenue growth of 27% solely from my team
Jul 2012 - Dec 2013
Finance Analyst
- Consolidated and Analyzed Monthly Estimate Orders & Sales & Contribution Margin- Be responsible for Monthly OCCR Cost Reporting- Quarterly Contribution Margin Reporting & Variable Costs Analysis (i.e. installation & warranty costs)- Built MR Actual & Estimate Dashboard and Installation Cost Dashboard- In charged of AWDIA process of DI Modalities (improvement of Orders Views for Each Modality)- Contributed to the Services FP&A team responsible for EMEA performance & productivity- Consolidated region-wise data , analysed & reported variances in indirect costs- Liaised with the region analysts to understand the numbers & updated the management teamAchievements:Figured 2 pts of CM leakage from ‘Faraday Cage’ in YTD numbersPrepared dashboard for operational managers to address their Y-o-Y, Q-o-Q and Half-Yearly P&L queriesRationalized Installation costs for past 2 years data to facilitate apple to apple comparison
Aug 2011 - Jan 2012
5 education records
Preyas Patel, Cfa, Frm education
Mba, Financial Engineering, Financial Statements Analysis
University Of Toronto - Rotman School Of Management
Pgpsm, Securities Markets
National Institute Of Securities Markets
Meb, European Business
Escp Business School
Pgdm, International Management
Management Development Institute, Gurgaon
B.E., Chemical Engineering
The Maharaja Sayajirao University Of Baroda
FAQ
Frequently asked questions about Preyas Patel, Cfa, Frm
Quick answers generated from the profile data available on this page.
What company does Preyas Patel, Cfa, Frm work for?
Preyas Patel, Cfa, Frm works for BMO Financial Group.
What is Preyas Patel, Cfa, Frm's role at BMO Financial Group?
Preyas Patel, Cfa, Frm is listed as Manager, Corporate Funding | Corporate Treasury at BMO Financial Group.
What is Preyas Patel, Cfa, Frm's email address?
AeroLeads has found 1 work email signal at @bmo.com for Preyas Patel, Cfa, Frm at BMO Financial Group.
Where is Preyas Patel, Cfa, Frm based?
Preyas Patel, Cfa, Frm is based in Toronto, Ontario, Canada while working with BMO Financial Group.
What companies has Preyas Patel, Cfa, Frm worked for?
Preyas Patel, Cfa, Frm has worked for Bmo Financial Group, Scotiabank, Federal Bank, Triforce Inc. (Startup), and Ge Healthcare.
How can I contact Preyas Patel, Cfa, Frm?
You can use AeroLeads to view verified contact signals for Preyas Patel, Cfa, Frm at BMO Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Preyas Patel, Cfa, Frm attend?
Preyas Patel, Cfa, Frm holds Mba, Financial Engineering, Financial Statements Analysis from University Of Toronto - Rotman School Of Management.
What skills is Preyas Patel, Cfa, Frm known for?
Preyas Patel, Cfa, Frm is listed with skills including Financial Analysis, Corporate Finance, Management, Analysis, Microsoft Office, Data Analysis, Valuation, and Market Research.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial