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Shim Patel

Senior Insurance Advisor - Financials & Sales Reporting SME at TD Insurance

Shim Patel is a Senior Insurance Advisor at TD Insurance, where a dynamic dashboard was built to optimize sales productivity, resulting in a 25% increase in performance. Previous experience includes a role as a Financial Service Representative at easyfinancial Services, achieving a 25% increase in the branch loan book and ranking third across the company for performance. As a Supervisor at S & P Data, Shim Patel managed training and performance support for agents. Academic qualifications include a Master's degree in Engineering Design from McMaster University and a Bachelor's degree in Biomedical Engineering from Gujarat Technological University, complemented by hands-on experience in biomedical device operations and hospital management.

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