Priya Pathmanathan Pfp
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Priya Pathmanathan Pfp Email & Phone Number

Senior financial advisor at CIBC presently Calgary and prior to that worked in Toronto. at CIBC
Location: Canada, Canada, Canada 3 work roles 1 school
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Current company
CIBC
Role
Senior financial advisor at CIBC presently Calgary and prior to that worked in Toronto.
Location
Canada, Canada, Canada
Company size
34212 employees

Who is Priya Pathmanathan Pfp? Overview

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Quick answer

Priya Pathmanathan Pfp is listed as Senior financial advisor at CIBC presently Calgary and prior to that worked in Toronto. at CIBC, a company with 34212 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Priya Pathmanathan Pfp.

Priya Pathmanathan Pfp previously worked as Senior Financial Advisor IIROC at Cibc and Mortgage Specialist at Cibc. Priya Pathmanathan Pfp holds Bsc from Kerala Agricultural University, Thrissur.

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Email format at CIBC

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CIBC

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Profile bio

About Priya Pathmanathan Pfp

Experienced Financial Advisor with a PFP designation and demonstrated history of working in the banking industry. Strong finance professional skilled in investment planning, retirement planning, Risk Management, Customer Service, Banking, Credit Analysis and Credit solutions. I am a certified professional (IIROC) and have current accreditation and good standing with IIROC licensing.As a Senior Financial Advisor in the CIBC Imperial Service Team, I manage and grow a dedicated high net worth client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. I expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals by proactively engaging with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.

Current workplace

Priya Pathmanathan Pfp's current company

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CIBC
Cibc
Senior financial advisor at CIBC presently Calgary and prior to that worked in Toronto.
toronto, ontario, canada
Website
cibc.com
Employees
34212
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3 roles

Priya Pathmanathan Pfp work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor Iiroc

Current
Cibc

Calgary, Alberta, Canada

  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing.
  • Business development - Deeply understand my local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use my strong relationship building and networking.
  • Community involvement - Heighten CIBC brand awareness in my community by attending local events and participating in marketing and outreach activities. Grow my network to create lasting connections that will generate.
Aug 2015 - Present

Mortgage Specialist

Cibc

Toronto, Canada Area

Feb 2014 - Jul 2015

Financial Services Representative

Cibc
Jan 2011 - Feb 2014
Team & coworkers

Colleagues at CIBC

Other employees you can reach at cibc.com. View company contacts for 34212 employees →

HW Hong Wu Hong Wu Colleague at CibcToronto, Ontario, Canada, Canada View → FE Fahima Esha Fahima Esha Colleague at CibcToronto, Ontario, Canada, Canada View → KE Kay Ellis Kay Ellis Colleague at CibcBarbados, Barbados View → GS Gordon Schnarr Gordon Schnarr Colleague at CibcMiddle Sackville, Nova Scotia, Canada, Canada View → SR Shahid Raza Shahid Raza Colleague at CibcToronto, Ontario, Canada, Canada View → HK Harpreet Kaur S. Harpreet Kaur S. Colleague at CibcCanada, Canada View → HH Heidi Hardern Heidi Hardern Colleague at CibcLethbridge, Alberta, Canada, Canada View → DP Dipak Pathak Dipak Pathak Colleague at CibcToronto, Ontario, Canada, Canada View → SJ Syed Jafri Syed Jafri Colleague at CibcPickering, Ontario, Canada, Canada View → SS Saide Sanchez Saide Sanchez Colleague at CibcOakville, Ontario, Canada, Canada View →
1 education record

Priya Pathmanathan Pfp education

FAQ

Frequently asked questions about Priya Pathmanathan Pfp

Quick answers generated from the profile data available on this page.

What company does Priya Pathmanathan Pfp work for?

Priya Pathmanathan Pfp works for CIBC.

What is Priya Pathmanathan Pfp's role at CIBC?

Priya Pathmanathan Pfp is listed as Senior financial advisor at CIBC presently Calgary and prior to that worked in Toronto. at CIBC.

Where is Priya Pathmanathan Pfp based?

Priya Pathmanathan Pfp is based in Canada, Canada, Canada while working with CIBC.

What companies has Priya Pathmanathan Pfp worked for?

Priya Pathmanathan Pfp has worked for Cibc.

Who are Priya Pathmanathan Pfp's colleagues at CIBC?

Priya Pathmanathan Pfp's colleagues at CIBC include Hong Wu, Fahima Esha, Kay Ellis, Gordon Schnarr, and Shahid Raza.

How can I contact Priya Pathmanathan Pfp?

You can use AeroLeads to view verified contact signals for Priya Pathmanathan Pfp at CIBC, including work email, phone, and LinkedIn data when available.

What schools did Priya Pathmanathan Pfp attend?

Priya Pathmanathan Pfp holds Bsc from Kerala Agricultural University, Thrissur.

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