Karim Francis, Cfa, Cdms Email & Phone Number
@td.com
2 phones found area 239
LinkedIn matched
Who is Karim Francis, Cfa, Cdms? Overview
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Karim Francis, Cfa, Cdms is listed as Head - Currency Risk Management - Americas at Convera, a company with 1794 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at td.com, phone signal with area code 239, and a matched LinkedIn profile for Karim Francis, Cfa, Cdms.
Karim Francis, Cfa, Cdms previously worked as Head - Currency Risk Management - North America at Western Union Business Solutions (Acquired By Convera) and Senior Corporate Hedging Manager at Western Union Business Solutions. Karim Francis, Cfa, Cdms holds Diplôme Des Grandes Ecoles, Corporate Finance from Neoma Business School.
Email format at Convera
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AeroLeads found 1 current-domain work email signal for Karim Francis, Cfa, Cdms. Compare company email patterns before reaching out.
About Karim Francis, Cfa, Cdms
I have built my career in a variety of sales roles and relationship building positions, mostly in large financial institutions where I was not only the farmer, but also the target achiever and innovator. I was able to grow my personal portfolio from USD 15 million to more than USD 350 million over a period of five years.In addition of the sales experience I acquired during the previous years, being a CFA Charterholder and having passed my CSC gives me a deep and strong understanding of complex financial structures.
Listed skills include Banking, Portfolio Management, Retail Banking, Finance, and 29 others.
Karim Francis, Cfa, Cdms's current company
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Karim Francis, Cfa, Cdms work experience
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Head - Currency Risk Management - North America
CurrentSenior Corporate Hedging Manager
Corporate Hedging Manager
- Risk Manager
- Work closely with CFOs and Controllers to develop a tailored FX strategy for the business
- Assist with the creation of a Risk Management Policy
- Constantly training the business development team - Created a 4 sessions program for newbees
- Generate trade ideas, custom research and analytics.
- Guest Speaker in industry events to create awareness of the importance of hedging
Function Specialist - Structured Products And Mutual Funds
Customer Service Representative - Mutual Funds
- Provided first line of support for dealers and retail clients facilitating their day to day operation tasks.
- Helped the problem resolution team conducting updates and follow ups with the dealers and advisors on not in good order requests and allowed them to meet their SLA.
- Met SLA requirements for service and productivity in the Mutual Funds department.
- Translated documents from French to English for other departments (Processing, Trade adjustment…)
Equity Sales Officer
- Worked closely with the Lebanese Central Bank to prepare an investment proposal for SFO's Capital of USD 5M.
- Worked with consulting firms (big four) on two projects: the first one related to the implementation of a Japanese clothing brand in the Middle East whereas the second one was a market analysis on the automotive sector.
- Managed projects related to the establishment of the Family Office by developing operational processes and marketing material.
- Provided existing investors with ongoing reporting regarding their current investments.
- Established and maintained effective relationships with institutional investors in Lebanon and overseas.
Private Banking Manager
- Managed a portfolio of high net worth clients (>USD 350M).
- Achieved an average yearly growth of 70% in AUMs over a period of 5 years.
- Promoted three times in 5 years (from associate private banking manager to private banking manager).
- Prepared with the asset management team the investment proposal that was presented to the clients.
- Nominated twice as top seller in terms of sales over total portfolio.
Karim Francis, Cfa, Cdms education
Diplôme Des Grandes Ecoles, Corporate Finance
Masters In Management, Islamic Banking
Bachelor Of Business Administration (B.B.A.), Business
French And Lebanese Baccalaureat, Biology
Frequently asked questions about Karim Francis, Cfa, Cdms
Quick answers generated from the profile data available on this page.
What company does Karim Francis, Cfa, Cdms work for?
Karim Francis, Cfa, Cdms works for Convera.
What is Karim Francis, Cfa, Cdms's role at Convera?
Karim Francis, Cfa, Cdms is listed as Head - Currency Risk Management - Americas at Convera.
What is Karim Francis, Cfa, Cdms's email address?
AeroLeads has found 1 work email signal at @td.com for Karim Francis, Cfa, Cdms at Convera.
What is Karim Francis, Cfa, Cdms's phone number?
AeroLeads has found 2 phone signal(s) with area code 239 for Karim Francis, Cfa, Cdms at Convera.
Where is Karim Francis, Cfa, Cdms based?
Karim Francis, Cfa, Cdms is based in Toronto, Ontario, Canada while working with Convera.
What companies has Karim Francis, Cfa, Cdms worked for?
Karim Francis, Cfa, Cdms has worked for Convera, Western Union Business Solutions (Acquired By Convera), Western Union Business Solutions, Td, and Saradar Family Office (Sfo).
How can I contact Karim Francis, Cfa, Cdms?
You can use AeroLeads to view verified contact signals for Karim Francis, Cfa, Cdms at Convera, including work email, phone, and LinkedIn data when available.
What schools did Karim Francis, Cfa, Cdms attend?
Karim Francis, Cfa, Cdms holds Diplôme Des Grandes Ecoles, Corporate Finance from Neoma Business School.
What skills is Karim Francis, Cfa, Cdms known for?
Karim Francis, Cfa, Cdms is listed with skills including Banking, Portfolio Management, Retail Banking, Finance, Commercial Banking, Credit, Negotiation, and Private Banking.
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