Keyur Joshi McOm

Keyur Joshi has a diverse work experience spanning from 2006 to 2023. Keyur began their career as a Sales Team Manager at Welcome Financial Services Ltd. in 2006 and later worked as a Business Development & Project Management professional at E-Pollster India Pvt. Ltd. In 2010, they became the Sr. Manager of Business Development at Unik Printers Pvt. Ltd., where they took sole responsibility for marketing and sales activities.

From 2014 to 2015, Keyur worked as an Outbound Telephone Sales Representative at INNOVATIVE VISION MARKETING, where they consistently met team sales goals. Keyur then joined BMO Financial Group as a Customer Service Representative, providing exceptional sales and service to customers.

In 2016, Keyur joined BMO Wealth Management - Canada as a Trade, Risk & Operations Analyst, where they reviewed and managed various client orders and handled trade-related system issues. In 2017, they transitioned into the role of an Investment Specialist at BMO Investorline, focusing on providing clients with a seamless investment experience.

Keyur's career at BMO continued, and in 2018, they became the Branch Operations Manager at BMO Nesbitt Burns, supervising staff, mitigating risks, and ensuring the efficiency of daily operations.

Keyur then returned to BMO Wealth Management - Canada in 2023, holding the position of Manager in Business Compliance Monitoring & Testing. In this role, their responsibilities include executing monitoring and testing plans, conducting business impact analysis, and representing First Line Compliance during audits and examinations.

Most recently, Keyur joined Aligned Capital Partners Inc. in 2023 as the Director of Business Integrity. The summary highlights Keyur's progression from sales and customer service roles to positions focused on compliance, operational management, and business integrity.

Keyur Joshi Mcom MBA has a diverse education history. In 1996, they obtained a Bachelor's degree in Commerce (B.Com) from Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics, where their field of study included Economics & Statistics, Financial, Cost & Management Accounting. Keyur went on to pursue a Master's degree in Commerce from Mumbai University Mumbai, specializing in Economics & Marketing Management, graduating in 2002.

In 2004, Keyur completed a Post Graduate Diploma in Business Management International Business (PGDBM IB) from Wigan & Leigh College, U.K. The program covered various subjects, including International Business, Marketing, Global Economics, Research & Analysis, and Accounts.

In recent years, Keyur has focused on expanding their knowledge in the field of banking, corporate finance, and securities law. Keyur completed several courses at the CSI Institute, including the Canadian Securities Course (CSC) in 2016, Investment Funds in Canada (IFIC) in 2015, and Derivatives and Fundamentals of Options Licensing (DFOL) and Conduct and Practice Handbook (CPH) in 2017. In 2018, they further enhanced their expertise by completing the Branch Managers Course and Options Supervisory Course at the CSI Institute.

With a combination of business management, international business, and finance education, Keyur Joshi Mcom MBA has a strong foundation in various areas of study that contribute to their professional skill set.