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Ronak Kirthivasan Email & Phone Number
Compliance Officer
at
CI Financial
1 work email found
@milaap.org
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Ronak Kirthivasan? Overview
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Quick answer
Ronak Kirthivasan is listed as Compliance Officer at CI Financial, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at milaap.org and a matched LinkedIn profile for Ronak Kirthivasan.
Ronak Kirthivasan previously worked as Registration Officer and Insurance Case coordinator at Aviso Wealth and Registration Officer and Insurance Case coordinator at Aviso Wealth. Ronak Kirthivasan holds Post Graduate Certificate, Financial Planning And Services from Humber College.
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Email format at CI Financial
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{first}.{last}@milaap.org
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Profile bio
About Ronak Kirthivasan
A dynamic professional, a creative thinker with an open mind. Eager to accept challenges and adaptable to new work environments and conditions. A positive team leader who can deliver the expected results and has strong communication skills. Proactive and ready to take responsibilities and commitments. Have excellent interpersonal skills and able to coordinate and organize effectively while managing time
Listed skills include Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, and 10 others.
Current workplace
Ronak Kirthivasan's current company
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6 roles
Ronak Kirthivasan work experience
A career timeline built from the work history available for this profile.
Registration Officer And Insurance Case Coordinator
Registration Officer And Insurance Case Coordinator
CurrentProcess registration forms and related materials with respect to licensing, material changes, and terminations, through the NRD and insurance councils for Aviso's representatives.Escalate applications and material changes to the Manager, Registrations where screening guidelines are not met, a financial/regulatory/criminal/civil or other misconduct is.
May 2022 - Present
Compliance Analyst
- Communicate new regulatory developments to business leaders
- Maintained and revised policy procedures for general operation of compliance program.
- Gather relevant records from internal departments and Maintain list of open files and assigned resources
- Provide administrative support to compliance team and support regulatory compliance initiatives
- Review new account application forms, subscription agreements and account opening
- Documentation for accredited investors (EMD clients)
Nov 2021 - Jan 2022
Executive Administrator Compliance
- Provide guidance with any changes with the internal Stakeholders
- Establish and co-ordinate administrative policies and procedures for the office
- Creating, reviewing, and submitting assessment reports to appropriate stakeholders of the office.
- Prepare agendas and make plans for committee, board and other meetings for the stakeholders
- Conduct research, compile data, trade supervision and prepare papers for clients
- Analyzing client portfolio and checking whether all the documents are within compliance approved.
Jul 2019 - Oct 2021
Finance Business Analyst
- Actively participate or lead data gathering workshops for business requirements focusing beyond immediate needsto future working environment.
- Model business processes and/or data.
- Research, analyze and document clear and complete business requirement/ specifications.
- Develop business specifications to address simple to highly complex business needs that may cross varioustechnologies, applications, and business areas.
- Liaise with the business systems analysts during the Design and Development stages.
- Create and/or review test strategy and BA test matrices, execute BA testing.
May 2016 - Aug 2018
4 education records
Ronak Kirthivasan education
Post Graduate Certificate, Financial Planning And Services
Master'S Degree, Finance, General
B.C.A, Computer Applications
Education record
Delhi Public School - Greater Noida
FAQ
Frequently asked questions about Ronak Kirthivasan
Quick answers generated from the profile data available on this page.
What company does Ronak Kirthivasan work for?
Ronak Kirthivasan works for CI Financial.
What is Ronak Kirthivasan's role at CI Financial?
Ronak Kirthivasan is listed as Compliance Officer at CI Financial.
What is Ronak Kirthivasan's email address?
AeroLeads has found 1 work email signal at @milaap.org for Ronak Kirthivasan at CI Financial.
Where is Ronak Kirthivasan based?
Ronak Kirthivasan is based in Toronto, Ontario, Canada while working with CI Financial.
What companies has Ronak Kirthivasan worked for?
Ronak Kirthivasan has worked for Ci Financial, Aviso Wealth, 3Iq Corp, World Financial Group (Wfg), and Kotak Securities.
How can I contact Ronak Kirthivasan?
You can use AeroLeads to view verified contact signals for Ronak Kirthivasan at CI Financial, including work email, phone, and LinkedIn data when available.
What schools did Ronak Kirthivasan attend?
Ronak Kirthivasan holds Post Graduate Certificate, Financial Planning And Services from Humber College.
What skills is Ronak Kirthivasan known for?
Ronak Kirthivasan is listed with skills including Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, Research, Leadership, Management, and Teamwork.
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