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Arman Syed Email & Phone Number
Client Account Compliance Manager
at
Optimize Wealth Management
1 work email found
@live.co.uk
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Account Compliance Manager
Location
Canada
Company size
Who is Arman Syed? Overview
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Quick answer
Arman Syed is listed as Client Account Compliance Manager at Optimize Wealth Management, a with 226 employees, based in Canada. AeroLeads shows a work email signal at live.co.uk and a matched LinkedIn profile for Arman Syed.
Arman Syed previously worked as Financial Advisor (Trainee) at Edward Jones and Customer Service Representative at Scotiabank. Arman Syed holds Pgdm, Finance from Doon Business School.
Company email context
Email format at Optimize Wealth Management
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{first}{last}@live.co.uk
86% confidence
AeroLeads found 1 current-domain work email signal for Arman Syed. Compare company email patterns before reaching out.
Profile bio
About Arman Syed
A proactive and competent professional with rich experience in Financial Planning and Investment Consulting. Proven experience in devising wealth & investment strategies, and structuring the correct products to cater to the client’s investment goalsProficient in resolving the client’s financial issues through exceptional client servicing while identifying investment opportunities based on the organization’s extensive network and resources. Competent in overseeing the organization’s policies, processes, and budgeting systems, and collaborating with decision makers to develop the yearly operating budgetAchievement oriented professional with excellent people management skills and an ability to manage change with ease. Skillful in staying abreast with the latest market trends.
Listed skills include Microsoft Office, Teamwork, Financial Analysis, Investments, and 13 others.
Current workplace
Arman Syed's current company
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Optimize Wealth Management
6 roles
Arman Syed work experience
A career timeline built from the work history available for this profile.
Client Account Compliance Manager
Financial Advisor (Trainee)
Mar 2020 - Oct 2020
Customer Service Representative
Jan 2020 - Feb 2020
Team Lead
Sep 2018 - Jul 2019
Senior Associate - Plan Source
Assisting US based financial advisors throughout the financial planning processEffectively implementing a combination of the following strategies for the client's o Budgeting o Insurance o Other beneficial strategies such as tax, estate, mortgage etc.Maintaining a record of financial plan and risk appetite score through risk profiling of all mapped clients
May 2014 - Sep 2018
4 education records
Arman Syed education
Pgdm, Finance
Doon Business School
Bachelor Of Business Administration (Bba), Business/Commerce, General
Ggsipu Delhi
Bba, Business Administration And Management, General
Graduate Diploma In Immigration And Citizenship Law
FAQ
Frequently asked questions about Arman Syed
Quick answers generated from the profile data available on this page.
What company does Arman Syed work for?
Arman Syed works for Optimize Wealth Management.
What is Arman Syed's role at Optimize Wealth Management?
Arman Syed is listed as Client Account Compliance Manager at Optimize Wealth Management.
What is Arman Syed's email address?
AeroLeads has found 1 work email signal at @live.co.uk for Arman Syed at Optimize Wealth Management.
Where is Arman Syed based?
Arman Syed is based in Canada while working with Optimize Wealth Management.
What companies has Arman Syed worked for?
Arman Syed has worked for Optimize Wealth Management, Edward Jones, Scotiabank, Ameriprise Financial Services, Inc., and Ameriprise Financial Services, Llc..
How can I contact Arman Syed?
You can use AeroLeads to view verified contact signals for Arman Syed at Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Arman Syed attend?
Arman Syed holds Pgdm, Finance from Doon Business School.
What skills is Arman Syed known for?
Arman Syed is listed with skills including Microsoft Office, Teamwork, Financial Analysis, Investments, Banking, Finance, Leadership, and Corporate Finance.
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