Raj Patel is a professional with a diverse background in private wealth management, banking, and entrepreneurship. Currently serving as an Associate in the Private Wealth Management Rotational Program at CIBC, Raj has previously held roles including Senior Private Banking Advisor and Private Banking Advisor. At TD, Raj was a Customer Experience Associate, and as Co-Founder of AUTOM8, Raj oversaw all business operations, focusing on financing, supply chain, and customer acquisition. Additionally, Raj worked as a Growth Consultant for EarnWealth Solutions, developing strategies to enhance customer retention on a digital lending platform. Raj completed an MSc in International Business at Ivey Business School and earned an undergraduate degree in Business Management with a specialization in Finance from Western University.
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