Veran Patel Email & Phone Number

Vancouver, British Columbia, Canada

As a Bartender I provided a safe environment for patrons to enjoy a meal and drink after a day of winter sports out on the ski resort. A highlight in this role so far has been utilising my knowledge of spirits to curate a cocktail menu and collaborating with servers to promote the sales of specialty drinks for patrons.Working in a family-owned establishment has provided me with a deeper understanding of the hospitality industry and restaurant operations at a family owned and… Show more As a Bartender I provided a safe environment for patrons to enjoy a meal and drink after a day of winter sports out on the ski resort. A highlight in this role so far has been utilising my knowledge of spirits to curate a cocktail menu and collaborating with servers to promote the sales of specialty drinks for patrons.Working in a family-owned establishment has provided me with a deeper understanding of the hospitality industry and restaurant operations at a family owned and corporate chain level. Show less

Vancouver, British Columbia, Canada

As a Bartender, I produced signature cocktails for customers in a timely manner and ensured the highest level of presentation on all beverages being served to customers.Having the opportunity to take my first steps on the journey to becoming a cocktail mixologist was a rewarding highlight in this role. Being able to turn a passion fuel pursuit into reality highlight my commitment and dedication to This experience opened my eyes to similarities between working within a… Show more As a Bartender, I produced signature cocktails for customers in a timely manner and ensured the highest level of presentation on all beverages being served to customers.Having the opportunity to take my first steps on the journey to becoming a cocktail mixologist was a rewarding highlight in this role. Being able to turn a passion fuel pursuit into reality highlight my commitment and dedication to This experience opened my eyes to similarities between working within a hospitality and financial advisory environment. I was able to contribute towards operational efficiency, customer service, and test my time management skills to ensure positive experiences for patrons. Show less

Vancouver, British Columbia, Canada

As a Lead Expeditor I was responsible for ensuring that food arrived on time and to a high standard for all guests dining in the restaurant. I also trained and lead a team of expeditors throughout a high volume summer.Showcasing the leadership skills attained throughout my career and successfully leading and developed a team of expediters were a highlight of my time in this role. Being a Lead Expeditor provided me with a lot of insight into the operations of the hospitality… Show more As a Lead Expeditor I was responsible for ensuring that food arrived on time and to a high standard for all guests dining in the restaurant. I also trained and lead a team of expeditors throughout a high volume summer.Showcasing the leadership skills attained throughout my career and successfully leading and developed a team of expediters were a highlight of my time in this role. Being a Lead Expeditor provided me with a lot of insight into the operations of the hospitality industry and an opportunity for personal development. Attaining new skills and capitalising on previously attained skills highlights my thirst for personal development and growth. Show less

Melbourne, Victoria, Australia

As a Financial coach, I conducted one on one client education sessions that supported clients in meeting their financial goals. I also assisted management with integrating organizational change and supported colleagues through regulatory changes to ensure a more streamlined advice offering to clients.Ensuring the success of implementing technology, regulatory compliant processes and returning to work culture were highlights of my time in this role. Being able to adapt to change whilst also… Show more As a Financial coach, I conducted one on one client education sessions that supported clients in meeting their financial goals. I also assisted management with integrating organizational change and supported colleagues through regulatory changes to ensure a more streamlined advice offering to clients.Ensuring the success of implementing technology, regulatory compliant processes and returning to work culture were highlights of my time in this role. Being able to adapt to change whilst also supporting others adapting change in a rapidly evolving environment highlights my commitment to continuous improvement and willingness to succeed both individually and as a team.Remaining resilient during this time of organisational acquisition and regulatory change exposed me to the intricacies and opportunities that emerge as a business evolves and synergies form. Show less

Docklands

As a Wealth Associate, I guided clients through reviewing their retirement goals and implementing financial strategies to achieve these goals. Additionally, I supported the development of additional advice services being offered to clients. During the Covid-19 pandemic, I successfully retained funds under management and assisted clients in understanding opportunities during a market downturn, these actions highlight my focus on putting clients first whilst also seeking out opportunities… Show more As a Wealth Associate, I guided clients through reviewing their retirement goals and implementing financial strategies to achieve these goals. Additionally, I supported the development of additional advice services being offered to clients. During the Covid-19 pandemic, I successfully retained funds under management and assisted clients in understanding opportunities during a market downturn, these actions highlight my focus on putting clients first whilst also seeking out opportunities to support business development and growth.My resilience and ability to connect with a broad demographic were crucial for addressing client concerns during these uncertain economic times. This period underscored the significance of valuing clients, colleagues, and stakeholders and the importance of in providing both financial and personal support to others. Show less

Docklands

As a Wealth Officer, I contacted clients with financial advice needs and guided them through avenues for financial support. In addition to my core responsibilities, I provided business development support for our newly formed business unit.Contributing to operational expansion and leveraging relationships from previous roles was a highlight in this role. Having established a network across the organisation allowed me to support business development and establish a career pathway for… Show more As a Wealth Officer, I contacted clients with financial advice needs and guided them through avenues for financial support. In addition to my core responsibilities, I provided business development support for our newly formed business unit.Contributing to operational expansion and leveraging relationships from previous roles was a highlight in this role. Having established a network across the organisation allowed me to support business development and establish a career pathway for others within the business.My experience in this role provided profound insights into the strategic importance of decisive action in the early stages of business development, underscoring the significance of effectively communicating both successes and challenges. Show less

Docklands

As a Wealth Service Representative I provided frontline support to MLC Superannuation members and financial advisors. Supporting them with enquiries relating to products, pricing, process, and implementation of financial plans. I also supported newly hired employees to hone their customer service and systems navigation skills.I successfully completed a one-year development program within three months, highlighting rapid assimilation of complex skills and knowledge. This achievement… Show more As a Wealth Service Representative I provided frontline support to MLC Superannuation members and financial advisors. Supporting them with enquiries relating to products, pricing, process, and implementation of financial plans. I also supported newly hired employees to hone their customer service and systems navigation skills.I successfully completed a one-year development program within three months, highlighting rapid assimilation of complex skills and knowledge. This achievement underscores my dedication to professional growth and excellence in a dynamic work environment.Moving from the retail banking sector into wealth management opened my eyes to the how nimbly I’m able to adapt to changing working environments. This experience also showcases my passion for sharing knowledge and dedication to providing colleagues with training and support. Show less

Melbourne, Australia

As a Case Manager, I was responsible for preventing banking disputes from escalating to the Financial Ombudsman Services. I also contributed to dispute resolution process mapping, and supporting business continuity during holiday skeleton staffing.I received recognition for embodying corporate values through multiple nominations from colleagues and the wider business, earning the title of Banker of the Month and being nominated for the NAB quarterly award for upholding core business… Show more As a Case Manager, I was responsible for preventing banking disputes from escalating to the Financial Ombudsman Services. I also contributed to dispute resolution process mapping, and supporting business continuity during holiday skeleton staffing.I received recognition for embodying corporate values through multiple nominations from colleagues and the wider business, earning the title of Banker of the Month and being nominated for the NAB quarterly award for upholding core business values.Having the opportunity to lead a team and support senior case managers in complex disputes taught me the importance of collaborating at an organisational level to ensure timely and satisfactory resolution for disputes whilst complying with regulatory requirements. Show less

Melbourne, Australia

As a Direct Servicing Banker, I provided first-point resolution to retail banking clients. Addressing account inquiries, managing escalations, and identifying additional banking needs. Furthermore, I facilitated team meetings and supported management in increasing team engagement.Completing a two-year product knowledge development program in eight months and supporting newly hired employees through their career development training was a highlight whilst in this role. This rapid… Show more As a Direct Servicing Banker, I provided first-point resolution to retail banking clients. Addressing account inquiries, managing escalations, and identifying additional banking needs. Furthermore, I facilitated team meetings and supported management in increasing team engagement.Completing a two-year product knowledge development program in eight months and supporting newly hired employees through their career development training was a highlight whilst in this role. This rapid progression emphasizes my commitment to continuous learning and providing quality customer service.During this time, I also developed skills in running team meetings, providing business critical updates, and supporting the implementation of change. Highlighting my inclination to go above and beyond to support streamlined business operations. Show less

Auckland, New Zealand

As a Financial Controller in this university organisation, I was responsible for identifying, implementing, and reinforcing financial controls. Additionally, I provided crucial consulting support to project teams, aiding them in overcoming operational and logistical obstacles.I successfully implemented an electronic accounting system into the organisation during my tenure in this role. My ability to integrate technological solutions underscores my commitment to streamlining financial… Show more As a Financial Controller in this university organisation, I was responsible for identifying, implementing, and reinforcing financial controls. Additionally, I provided crucial consulting support to project teams, aiding them in overcoming operational and logistical obstacles.I successfully implemented an electronic accounting system into the organisation during my tenure in this role. My ability to integrate technological solutions underscores my commitment to streamlining financial processes, enhancing accuracy, and contributing towards organizational excellence.This experience taught me the importance of working collaboratively and being open to multiple perspectives when problem-solving. Highlighting my willingness to excel in both individual and team environments. Show less

Auckland, New Zealand

Studied a Bachelor of Business majoring in Accounting and Finance.Studied Post Graduate Diploma in Business

Auckland, New Zealand

As a Accounts Clerk, I was responsible for managing maintaining data for insurance brokers and business owners seeking wealth protection solutions. I also supported contacting potential clients and arranging appointments with brokers.Applying skills learnt throughout my tertiary education into the workplace was a highlight of my time at IDRA. Transferring skills from my studies and being able to apply them within the workplace was a highlight of my time at IDRADuring my tenure, I… Show more As a Accounts Clerk, I was responsible for managing maintaining data for insurance brokers and business owners seeking wealth protection solutions. I also supported contacting potential clients and arranging appointments with brokers.Applying skills learnt throughout my tertiary education into the workplace was a highlight of my time at IDRA. Transferring skills from my studies and being able to apply them within the workplace was a highlight of my time at IDRADuring my tenure, I gained significant experience in financial services, customer engagement, and record-keeping. My skills, combined with a dedication to accuracy and compliance, played a crucial role in connecting insurance brokers to businesses owners. Show less

Diploma Of Education, Canadian Investment Fund Course

Passed Level I Of The Cfa Program

Diploma Of Financial Planning

DFP1 - DFP4 modules completed

Bachelor Of Business Studies, Accounting And Finance