Hassan Elsayed Email & Phone Number

Malvern, Pennsylvania

• Utilized CRM skills to reveal clients investment goals, time horizon and risk tolerance while educating on risk/return tradeoffs.• Calculated portfolio performance return based statistics and also assisted clients in monitoring and updating portfolio asset allocations• Guided clients on investment strategies and diversification benefits for aggressive growth, income generation, or wealth preservation.• Participated in coaching and Series 7 tutoring of new crew members.• Gained an invaluable understanding of how market sentiment and speculation influence the decision making process for retail clients.• Worked closely with various internal teams to perform complex transactions such as 401(k) rollovers, asset transfers, and conversions.

· Prepared and maintained accounting records and payroll for a small business with $100,000 in monthly sales and 13 revolving employees.· Identified sales trends in POS system, such as peak and slow hours in order to improve forecasting estimates and created/ implemented various promotional strategies in order to maximize net profit. · Dealt with various operational counter parties on a weekly basis to strategically plan inventory levels and also assisted in creation of staffing schedules, which stayed below a twenty-five percent ratio of net sales. · Assisted in the training of new staff and became accustom to a fast-paced work environment.

Newark, Delaware

· Worked on Investment Bank Globe Clear Settlements Team· Gained critical knowledge of how US DTC & FED market’s settlements operate. · Assisted and communicated with 3rd party settlement agents in western hemisphere markets for client international trades. · Worked cohesively with team to monitor reject queues, client trade prioritization requests and complete E.O.D checklists. · Attained exposure and shadowed various other internal lines of business such as private bank, corporate controls and cash client servicing. · Completed multiple process improvement projects to lower audit risk for team.

Bachelor Of Business Administration (Bba), Finance

Activities and Societies: Financial Management Association, Temple University Investment Association

Education record