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Birju Patel

title
Regional Sales Director – Ontario
areas of expertise
Sales strategy and planning
Leadership and team management
Advisor/client relationships

Birju Patel is a results-driven financial services leader and coach, he has 25+ years of experience at global financial services firms with a strong track record in impacting growth and profits.


Birju is known for in-depth product, market, and industry knowledge; an innovative, business owner mindset; a commitment to understanding customers’ needs, and a true passion for building and sustaining top-performing teams.

He works with advisors to develop business strategies using SEI’s asset management capabilities and practice management fundamentals in an effort to help grow their business. Most of all, Birju likes challenging others to pursue opportunities to better themselves and expand their personal mindset.

 

Important information:
Information provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.