Dan Patel, CPA CGA, is currently the Director and Senior Private Banker at CIBC, a role they have held since 2021. Previously, Dan worked as the Director and Team Lead at Scotiabank from 2013 to 2021, and as a Senior Account Manager in Commercial Banking at RBC Royal Bank from 2007 to 2013. Dan began their career as a Portfolio Accountant at Honda Canada Finance Inc. from 2002 to 2004 and has also served as a Project Manager in Corporate Finance at Aviva Canada from 2004 to 2007. Dan holds an Honours Bachelor of Commerce from Laurentian University and is a Certified General Accountant.
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