Over 22 years of Financial/Banking experience with a strong focus on business development, sales, account managementand Account Management or Client facing role
Expertise in providing exceptional client experiences, understanding their needs, and offering tailored financial solutions.
Skilled in holistic financial planning, relationship building, and client retention.
Fluent in English & Arabic, facilitating effective communication with diverse clientele.
Manage relationships with backend operations and product teams
Work closely with Client Success to ensure member support standards are met.
22+ years of experience in Account Management or Client facing role
22+ years of people leadership experience
Skilled in effective communication
Strong analytical skills with attention to detail
Clear bias for action and ownership
Bonus experience with Salesforce and large Canadian employers
Education
Financial Planning Integration Course (Projected completion: December 2024)
CAFA Certificate in Advanced Financial Advice completed:December 2021
Financial Planning 2 (FP2) –completed: November 2021
Financial Planning 1 (FP1) – Completed: January 2019
Personal Financial Services Advice (PFSA) – Completed: August 2018
Investment Funds in Canada (IFIC) – Completed: January 2015
Bachelor of Management Science – Sadat Academy for Management Sciences, Cairo, Egypt (1996-2000)
