Swati Agrawal

Senior Account Processing Officer- Mutual Funds, Wealth Management Operations at CIBC

Swati Agrawal currently serves as a Senior Account Processing Officer in Mutual Funds within Wealth Management Operations at CIBC since April 2024. Previously, Swati worked as a Sales and Marketing Representative at Page One Management Pvt. Ltd. for a short period in early 2024, focusing on a client, Hello Fresh. A notable tenure as a Senior Equity Analyst at Capstone Securities Analysis Pvt Ltd. spanned from July 2016 to September 2023, with roles ranging from Trainee Trader to Associate. Additionally, Swati gained research experience as a Research Intern at the Faculty of Management Studies - University of Delhi in 2015, co-authoring a paper on fiscal deficit and private sector borrowing costs. Academically, Swati completed a Generative AI program at GrowthSchool in 2023, holds a Master of Science in Financial Economics from Gokhale Institute of Politics and Economics (2014-2016), a Bachelor of Arts in Economics from Janki Devi Memorial College (2010-2013), and graduated from Montfort Secondary School in 2010.

Location

Toronto, Canada

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