Avnee Patel

Avnee Patel is a seasoned professional in the financial services sector, currently serving as a National Accounts Executive at Canada Life since June 2016, where responsibilities include developing and implementing business plans, maintaining relationships with national consulting houses, and managing the sales process. Prior experience includes roles as a Senior Account Executive at Manulife, focusing on transitioning large clients, and Manager of Business Development at Standard Life, where business plans were designed and implemented. Additional positions held include Sales & Marketing Manager at Excel Funds Management Inc. and Client Service Manager at Mavrix Fund Management. Avnee's educational background includes passing Level 1 of the CFA program, obtaining an RPA designation from Dalhousie University, and a BSc in Mathematical Science from McMaster University.