Business Owner
Current
Oct 2023 - Present
Who is Yash Patel? Overview
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Quick answer
Yash Patel is listed as Investment Consultant at TD at Tahini's, based in Kanata, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Yash Patel.
Yash Patel previously worked as Business Owner at Tahini'S and Investment Consultant at Td. Yash Patel holds Associate'S Degree, Business from St. Lawrence College.
Company email context
Email format at Tahini's
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Tahini's
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Profile bio
About Yash Patel
As a Investment consultant/personal banker at TD Bank, I am dedicated to helping individuals achieve their financial goals. With several years of experience in the financial services industry, I have developed a strong understanding of banking products, services, and financial planning.My expertise includes:•Providing personalized financial advice to clients•Developing financial plans based on clients' needs and goals•Ensuring compliance with banking regulations and policiesMy goal is to simplify the complicated world of investment and help clients preserve their hard-earned assets.I am passionate about helping clients achieve financial success and building long-lasting relationships based on trust and integrity. If you are looking for a knowledgeable and reliable personal banker, I would be happy to assist you.
Current workplace
Yash Patel's current company
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8 roles
Yash Patel work experience
A career timeline built from the work history available for this profile.
Investment Consultant
Current
Nov 2022 - Present
Personal Banking Advisor
Oct 2021 - Nov 2022
Lead Customer Experience Associate
May 2021 - Nov 2021
Customer Experience Associate
Apr 2020 - May 2021
Store Manager
Gordan’S
Jun 2017 - Aug 2019
Peer Tutor
Sep 2018 - Apr 2019
Peer Mentor
Sep 2018 - Apr 2019
3 education records
Yash Patel education
Associate'S Degree, Business
Higher Education, Science
Bright High School
Primary Education
FAQ
Frequently asked questions about Yash Patel
Quick answers generated from the profile data available on this page.
What company does Yash Patel work for?
Yash Patel works for Tahini's.
What is Yash Patel's role at Tahini's?
Yash Patel is listed as Investment Consultant at TD at Tahini's.
Where is Yash Patel based?
Yash Patel is based in Kanata, Ontario, Canada while working with Tahini's.
What companies has Yash Patel worked for?
Yash Patel has worked for Tahini'S, Td, Gordan’S, and School Of Business At St. Lawrence College.
How can I contact Yash Patel?
You can use AeroLeads to view verified contact signals for Yash Patel at Tahini's, including work email, phone, and LinkedIn data when available.
What schools did Yash Patel attend?
Yash Patel holds Associate'S Degree, Business from St. Lawrence College.
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