Prisha Patel Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

Shadow Financial Planners on a weekly basis to learn about and experience a minimum of 4 -5 versatile client portfolios that are managed on a specific day. Coordinate retrieval of clients' annual reviews, order of positions and mutual fund documents from Iron Mountain for Financial Planners. Communicate and address client issues and concerns to the.

Toronto, Canada Area

- Engaged closely with the Vice President and companies in the commerce industry - Discovered creative ways to mentor, encourage and empower younger years in their professional development - Innovate annual events to create additional value for members and corporate members - Delegate tasks for events for smooth running of logistics and other duties of.

Toronto, Canada Area

- Coordinated the finances of the organization through sponsorships for the execution of events - Authorized for recruiting new executive members for different positions in the organization including ambassadors - Network with industry professionals and ensure club growth by developing new and existing partnership with companies including TD Bank, OTPP.

Toronto, Canada Area

- In charge of ensuring that all executive members of the organization are content and productive in their roles- Recruitment of tutors and directors – interviews, resume screening and filtering out candidates - Developed unique ways to engage the whole team during orientation of new general members of the organization

Toronto, Canada Area

I was responsible for utilizing customer service and interpersonal skills to engage with 10 - 40 customers on a daily basis. I also maintained knowledge of promotions, pricing, and marketing strategies to use towards sales and inform customers. As a sales associate it was my responsibility to actively meet customer needs and leverage product knowledge to.

Toronto, Canada Area

Responsible for scanning, photocopying documents which resulted in efficiency for the faculty to complete workload. Compiled alpha - numerical data, filed folders in alphabetical order to organize and rearrange the documents. Assisted with forming packages for events that were distributed to new students throughout the orientation.