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Roshan Patel

Roshan Patel

Client Service Manager &Regulatory Trade Reporting

Banking / Loans

Brampton, Ontario

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About Roshan Patel:

At Apex Group Ltd, our team's dedication to superior client services is bolstered by my expertise in loans administration. I have successfully implemented a responsive, client-centered framework that bespoke to the unique needs of each client.

My tenure as Director at Morgan Stanley equipped me with profound insights into team management and process optimization. Collaborative efforts at Apex have consistently resulted in streamlined operations and an enhanced service delivery model, all underpinned by a steadfast commitment to innovation and excellence.

Experience

At Apex Group Ltd, our team's dedication to superior client services is bolstered by my expertise in loans administration. We've successfully implemented a responsive, client-centered framework that bespoke to the unique financial needs of each client.

My tenure as Director at Morgan Stanley equipped me with profound insights into team management and process optimization. Our collaborative efforts at Apex have consistently resulted in streamlined operations and an enhanced service delivery model, all underpinned by a steadfast commitment to innovation and excellence.

Education

Post Graduation Program in Management - Finance 

Bachelor of Commerce - Banking & Insurance

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