Elie Bakkar
Wealth associate
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نبذة
Mechanical Engineer Graduate with a passion of creating wealth. Completed a Master in finance and currently studying for the CISI 3 qualification. Equipped with skills necessary to tackle wealth management positions. Throughout my humble experience and education, I have developped people management, communication and personal development growth skills. Currently seeking to expand my knowledge in the field with the right financial corporation.
الخبرة
I am currently working as an associate at Devere independent financial advisory. As an associate, I work closely with senior consultants to help clients achieve their financial future goals. My daily tasks consist of cold calling, preparing client marketing presentations, assisting in meetings and preparing client due diligence reports.(May-Present)
Previously, I have interned as an analyst in Blom Bank and as a management consultant in a family boutique in Barcelona.
التعليم
I have completed a Master in Finance from Eada Business School in Barcelona. The program helped me learn how to assess investment opportunities and undertake financial analysis while developing the tools to perform complex valuations, understand the process of M&A, manage the risks associated with financial instruments and manage portfolios of investments. In the third trimester, we had the opportunity to specialise in a strategic tracks: corporate finance or investment banking.
I decided to go with investment banking.(2020-2021)
Also, I have a bachelor's degree in Mechanical engineering from the Lebanese American University (2014-2019)
