Fund Accountant
Current
Sep 2024 - Present
AeroLeads people directory · profile
Sanjeev G. Email & Phone Number
Analyst | Economist | Research | Level 2 Candidate in the CFA program
at
CIBC Mellon
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Analyst | Economist | Research | Level 2 Candidate in the CFA program
Location
Toronto, Ontario, Canada
Company size
Who is Sanjeev G.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sanjeev G. is listed as Analyst | Economist | Research | Level 2 Candidate in the CFA program at CIBC Mellon, a company with 1442 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sanjeev G..
Sanjeev G. previously worked as Fund Accountant at Cibc Mellon and Economic Research Analyst at Global Advantage Consulting Group. Sanjeev G. holds Master Of Arts - Ma, Economics, 8.5/10 from University Of Ottawa.
Company email context
Email format at CIBC Mellon
This section adds company-level context without repeating Sanjeev G.'s masked contact details.
CIBC Mellon
Review company-level records connected to Sanjeev G. before choosing the right outreach path.
Profile bio
About Sanjeev G.
Sanjeev Gupta is a Research Associate with Global Advantage Consulting Group. He holds a bachelor's degree in Economics and Finance from Western University and a master's degree in Economics from the University of Ottawa. Sanjeev is also currently a candidate in the CFA Level 2 program. His professional experience encompasses financial analysis, data analysis, economics, and capital markets. At Global Advantage, he has spearheaded consulting projects in public policy areas such as climate change, infrastructure project finance, and R&D and innovation ecosystems in Canada. Sanjeev has a proven track record of supporting senior consultants by analyzing data, creating presentations, and managing multiple projects efficiently. He has also represented the company at industry events, contributing to business growth and client acquisition. His previous roles include Financial Analyst Intern with the Government of Canada, where he developed financial models and improved program efficiency, and Customer Experience Associate at TD Canada Trust, where he excelled in sales and customer service.Sanjeev is actively looking for opportunities in investment & wealth management, asset management, equity research and private equity while pursuing his CFA Charter. (Level 2 candidate)Please feel free to connect and leave me a message if you are interested in a chat. :)
Current workplace
Sanjeev G.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cibc Mellon
5 roles
Sanjeev G. work experience
A career timeline built from the work history available for this profile.
Economic Research Analyst
- Spearheaded consulting projects in a fast-paced, high-pressure environment in public policy, namely in climate change, infrastructure finance, and R&D, and innovation ecosystem in Canada.
- Supported senior consultants by analyzing and extracting data from financial databases and creating PowerPoint presentations, utilizing methods to increase efficiency by 25%, while managing multiple projects with.
- Represented Global Advantage at events, engaging in opportunities for industry growth and relationship building, assisted in the preparation of preliminary proposals, RFPs, increasing company revenue by attracting new.
Dec 2023 - Oct 2024
Financial Analyst - Co-Op
- Assisted in developing and managing a portfolio of innovative business contracts worth $34Mln.
- Led Excel financial model development, planning, and forecasting, boosting program efficiency by 15% through increased contract awards.
- Presented EOY review to directors, enabling decisions that improved program efficiency by 20% through faster contract awards.
Sep 2022 - Apr 2023
Research Analyst - Co-Op
- Developed database of 500+ Canadian clean tech firms, highlighting funding and jobs, aiding client in network member selection.
- Collaborated with senior analysts to visualize cleantech trends in Excel/PowerPoint, sparking a 40% rise in investor interest through increased funding.
- Assisting in the preparation of preliminary proposals, RFPs, and supplemental materials for business development.
May 2022 - Aug 2022
Teaching Assistant
Sep 2021 - Apr 2022
Team & coworkers
Colleagues at CIBC Mellon
Other employees you can reach at cibcmellon.com. View company contacts for 1442 employees →
JA
Janice Allen
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
View →
MV
Matthew Veryha
Colleague at Cibc Mellon
Greater Toronto Area, Canada, Canada
View →
TP
Timothy Pinnell
Colleague at Cibc Mellon
York, Ontario, Canada, Canada
View →
SN
Sahar Noor
Colleague at Cibc Mellon
Canada, Canada
View →
SV
Serge Valente
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
View →
LO
Lindsay O'Donnell
Colleague at Cibc Mellon
Lucan, Ontario, Canada, Canada
View →
HP
Hetal Parikh, Cpa
Colleague at Cibc Mellon
Brampton, Ontario, Canada, Canada
View →
VL
Vivien Lau
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
View →
LK
Lillie Kwok
Colleague at Cibc Mellon
Aurora, Ontario, Canada, Canada
View →
WW
Wenqi Wang
Colleague at Cibc Mellon
Vaughan, Ontario, Canada, Canada
View →
Janice Allen
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
View →
MV
Matthew Veryha
Colleague at Cibc Mellon
Greater Toronto Area, Canada, Canada
View →
TP
Timothy Pinnell
Colleague at Cibc Mellon
York, Ontario, Canada, Canada
View →
SN
Sahar Noor
Colleague at Cibc Mellon
Canada, Canada
View →
SV
Serge Valente
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
View →
LO
Lindsay O'Donnell
Colleague at Cibc Mellon
Lucan, Ontario, Canada, Canada
View →
HP
Hetal Parikh, Cpa
Colleague at Cibc Mellon
Brampton, Ontario, Canada, Canada
View →
VL
Vivien Lau
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
View →
LK
Lillie Kwok
Colleague at Cibc Mellon
Aurora, Ontario, Canada, Canada
View →
WW
Wenqi Wang
Colleague at Cibc Mellon
Vaughan, Ontario, Canada, Canada
View →
2 education records
Sanjeev G. education
Master Of Arts - Ma, Economics, 8.5/10
Honors Bachelors Of Arts, Economics And Finance (Double Major), 3.9/4.0
FAQ
Frequently asked questions about Sanjeev G.
Quick answers generated from the profile data available on this page.
What company does Sanjeev G. work for?
Sanjeev G. works for CIBC Mellon.
What is Sanjeev G.'s role at CIBC Mellon?
Sanjeev G. is listed as Analyst | Economist | Research | Level 2 Candidate in the CFA program at CIBC Mellon.
Where is Sanjeev G. based?
Sanjeev G. is based in Toronto, Ontario, Canada while working with CIBC Mellon.
What companies has Sanjeev G. worked for?
Sanjeev G. has worked for Cibc Mellon, Global Advantage Consulting Group, Innovation, Science And Economic Development Canada, and University Of Ottawa.
Who are Sanjeev G.'s colleagues at CIBC Mellon?
Sanjeev G.'s colleagues at CIBC Mellon include Janice Allen, Matthew Veryha, Timothy Pinnell, Sahar Noor, and Serge Valente.
How can I contact Sanjeev G.?
You can use AeroLeads to view verified contact signals for Sanjeev G. at CIBC Mellon, including work email, phone, and LinkedIn data when available.
What schools did Sanjeev G. attend?
Sanjeev G. holds Master Of Arts - Ma, Economics, 8.5/10 from University Of Ottawa.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Sanjeev G. you were looking for.
View similar profiles
