Vilashi Patel has a strong background in the financial industry, with experience at multiple companies. Vilashi is currently working at Connor, Clark & Lunn Financial Group (CC&L) as the Vice President of Institutional Sales, a position they have held since May 2019. Prior to that, Vilashi worked at Franklin Templeton Investments from 2012 to 2019. During their time at Franklin Templeton, they held several roles including Vice-President of Defined Contribution and Retirement, Manager of Inside Sales, and Business Development Manager. Before their time at Franklin Templeton, Vilashi worked at McLean Budden as an Institutional Account Administrator from 2010 to 2012.
Vilashi Patel completed their Bachelor of Commerce (B.Com.) degree with a specialization in Finance, General at Concordia University from 2005 to 2009. In addition, they obtained a certification in the Canadian Securities Course from the Canadian Securities Institute (CSI) in June 2011.
May, 2019 - present
Vice President Institutional Sales at CC&L
Vice President, Institutional Sales at dakota
Vice President Institutional Sales at dakota
Vice President Institutional Sales at Bank of Oklahoma
Vice President Institutional Sales at Edelweiss Asset Management Limited
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