Pallavi Patel

Pallavi Patel, CFA, CPA, CMA, currently serves as Manager of Fund Accounting at Mawer Investment Management since March 2022. Previous experience includes roles such as Manager at CIBC Mellon, where Pallavi conducted independent control assessments and developed regulatory control tests, and Supervisor of Fund Services at Mackenzie Investments, overseeing the migration of business processes. Pallavi also held the position of Senior Manager in Client Operations at State Street, managing cash and reconciliation teams for hedge funds, and started their career as a Trust Accounting Analyst at ADP. Educational credentials include a CFA from the CFA Institute, a CMA designation from CPA Canada, and a Bachelor of Commerce in Accounting from Ryerson University.