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Faride H Yamin Email & Phone Number

High Net Worth Financial Services Associate | MBA in Finance-Strategy at Fidelity Investments
Location: Houston, Texas, United States 13 work roles 2 schools
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High Net Worth Financial Services Associate | MBA in Finance-Strategy
Location
Houston, Texas, United States
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Faride H Yamin is listed as High Net Worth Financial Services Associate | MBA in Finance-Strategy at Fidelity Investments, a with 83148 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Faride H Yamin.

Faride H Yamin previously worked as High Net Worth Service Associate at Fidelity Investments and Investment Advisor PNC Investments at Pnc. Faride H Yamin holds Mba, Finance And Strategic Managment from Mcgill University - Desautels Faculty Of Management.

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Fidelity Investments

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About Faride H Yamin

Financial services professional with a strong focus on High Net Worth Client Services. My expertise spans International Financial Services, Wealth Management, and Advisory Financial Solutions. With a track record of delivering exceptional client experiences and driving business growth, I bring a pragmatic approach to problem-solving and a commitment to excellence in all aspects of my work. I thrive in collaborative environments and leverage my analytical skills to provide tailored solutions that meet the unique needs of each client.

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Fidelity Investments
Fidelity Investments
High Net Worth Financial Services Associate | MBA in Finance-Strategy
Houston, TX, US
Website
Employees
83148
AeroLeads page
13 roles

Faride H Yamin work experience

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Investment Advisor Pnc Investments

Pnc

Pittsburgh, Pennsylvania, Us

Jul 2021 - Nov 2023

Equity & Fixed Income Trader

Bbva In The Usa Now A Part Of Pnc Bank
Jul 2020 - Jul 2021

Financial Advisor

Morgan Stanley

Financial Advisor

Oct 2018 - Nov 2019

Returnee-Rtw

Morgan Stanley
Jul 2018 - Oct 2018

Associate Project Manager

Dubai, United Arab Emirates, Ae

Data Migration and Management for Google Education, first and second stage implementation project.Coaching Faculty and Staff on the use of software and IT tools.Managing Google applications for Education in our School. (Data Management.)Helping School Community to communicate using IT tools. Supporting the Admissions Staff in their daily activities, proctoring for admission tests and data management.

Jan 2009 - Mar 2013

Associate Project Manager, International Technology Cooperation European Council Of Applied Sciences

Brussels, Be

I successfully organized a last minute promotion campaign that yielded 400 applicants from Europe and the Middle East. My campaign event caught the attention of North American entities that asked to participate (denied due to the nature of the contest). I effectively managed administrative, financial and PR functions during the contest for both panel of judges and contestants, which yielded in a successful event for the European Community. This was a last minute hiring to help restoring the ICT Prize contest.

Oct 2006 - Mar 2007

Associate Vp Corporate Finance - Investment Banking/Casa De Bolsa Bancomer

Bbva Bancomer Financial Group

I developed my career in Finance in Mexico; working for 5+ years for the same Financial Group. I worked in projects for issuing Corporate Debt as well as Equity Initial Public Offering (IPO) to provide with the best funding option. While managing projects in Corporate Finance, I successfully ran financial analysis to offer the best funding structure for different Business Units within the Corporate and Private Banking Division. I have participated in Syndicated Initial Offers and Government Debt Issues. I also managed IPO projects from finding the best funding option and achieving the Road Show objectives. Furthermore, while working along analysts, financial engineers and regulatory authorities, I was able to comprehend their value in the chain towards profitable business. Prior to Corporate Banking I worked in Wealth Management as a Relationship Manager for High Net Worth clients. My portfolio was 97 clients 104 M US$ in value, my biggest success was to tap into a complete new market segment of wealthy clients living from one to four hours away from Puebla; something that gave me praise from Management while securing my next step in Corporate Banking. Associate VP - Corporate Finance – Mexico City 1997Structured 140M US$ Global Initial Public Offering for Grupo GEO, a Mexican Housing Developer. Collaborated with foreign firms (Swiss Bank) underwriting the first Global Issuance of Europesos certificates.

Nov 1992 - Aug 1997

Sr Wealth Management Advisor Private Banking/Casa De Bolsa Bancomer

Bbva Bancomer

Managed diverse holdings of Private Banking clientele, including advising on asset allocation, risk management, estate planning and fiduciaries. Periodic Agenda meeting with clientele to review investment strategies and performance. Team with Analysts to deliver reliable information on investments. Working with authorities to avoid risk of Money Laundry and Tax Evasion.Accurate advise on investment in Money and Debt Markets (Mexico and US), Equity and Capital Market 'Bolsa Mexicana' and Mutual Funds. Risk Management Analysis on clientele Portfolio Financial Agenda along the different Entities of BBVA - Investments, Currency, Credit lines, Commercial Credit. ACHIEVEMENTS: • Built De Novo Clientele Portfolio, increasing the branch market share for $25 M US$ • Successfully managed customer portfolio with 97 accounts investing in both debt and equity markets

Jan 1996 - Apr 1997

Product Leader- International Investments/Casa De Bolsa Bancomer

Bbva Bancomer

Designed and managed the operation flow for Private Banking International Investment Products, trading in the Western Division a geographical territory that included 7 states in the Mexican Republic.Liaison between Commercial and Private Banking Front Desk and the International Branches of the Bank, Bancomer US and Mercury Bank.ACHIEVEMENTS:• Successfully implemented communication structure to facilitate access to International Market Investments to Bank Executives to provide clientele with better service. • Executed International Investments for clientele in the South-Eastern Banking Division (7 States).

Jan 1995 - Jan 1996

Money/Debt Market Jr Trader/ Casa De Bolsa Bancomer

Bbva Bancomer

Traded debt papers for the retail Bank services in the Western Division.Managing Overnight deposit for all Business Units of the Bank in the Region.

Sep 1993 - Jan 1995

Marketing Associate Manager-Electronic Banking / Casa De Bolsa Bancomer

Bbva Bancomer

Team along Commercial Banking Department in several Marketing Campaigns.Planned , Executed and coordinated Marketing Campaigns to promote Sales of Electronic Banking Services and Retail Bank Products. Managed a team of nine employees from the Customer Services call centre.Encouraging employees to deliver positive results focusing on post sale costumer care for ATM, Telephone banking and Minitel for Private Banking and Electronic payments for Businesses.ACHIEVEMETNS;• First issue of Electronic Wages Card Contracted by the entire Personnel Body at Volkswagen Company in Puebla. • First issue of Electronic Saving Account for Children.These campaigns were designed to create and sustain brand allegiance.

Nov 1992 - Sep 1993
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2 education records

Faride H Yamin education

Mba, Finance And Strategic Managment

Mcgill University - Desautels Faculty Of Management

Bs, Biochemical Engineering Food Processing And Marine Sciences

Tecnológico De Monterrey
FAQ

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What company does Faride H Yamin work for?

Faride H Yamin works for Fidelity Investments.

What is Faride H Yamin's role at Fidelity Investments?

Faride H Yamin is listed as High Net Worth Financial Services Associate | MBA in Finance-Strategy at Fidelity Investments.

Where is Faride H Yamin based?

Faride H Yamin is based in Houston, Texas, United States while working with Fidelity Investments.

What companies has Faride H Yamin worked for?

Faride H Yamin has worked for Fidelity Investments, Pnc, Bbva In The Usa Now A Part Of Pnc Bank, Morgan Stanley, and American School Of Dubai.

Who are Faride H Yamin's colleagues at Fidelity Investments?

Faride H Yamin's colleagues at Fidelity Investments include Schuyler Laird, Vishnu S, Michele Record, Matthew Olson, and Aniket Banerjee.

How can I contact Faride H Yamin?

You can use AeroLeads to view verified contact signals for Faride H Yamin at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Faride H Yamin attend?

Faride H Yamin holds Mba, Finance And Strategic Managment from Mcgill University - Desautels Faculty Of Management.

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