Mahmoud Mustafa (Al Taweel) Email & Phone Number

New York, US

New York, US

San Francisco, California, US

New York, NY, US

• Analyzed and developed comprehensive financial plans for prospective clients to help them achieve their goals
• Evaluated a business’s 401K fund menu and developed a cost analysis that illustrated how a client could reduce his companies 401K expense by 38%
• Trained and guided financial advisors and client associates for six weeks to drive adoption of key technology enhancements increasing firm client engagement by 45% in Webex, E-signature, E-delivery, MyMerrill, and.
• Assisted a senior financial advisor develop a goals-based investment strategy for a $10M client

Juno Beach, FL, US

• Serviced an average of 550 clients per week and met performance benchmarks in all areas including speed and accuracy
• Resolved 500+ customer complaints by investigating problems, developing solutions, preparing reports as well as making recommendations to management
• Led group of interns to obtain the highest client service ratings and earned 100% marks in all categories including: communication skills, listening skills, problem resolution andpoliteness
• Routed requests to proper department to prevent re-occurring issues and recommended improvements in process andprocedures

New York, NY, US

• Advised clients on strategies in insurance coverage, investment planning, cash management and other area to help them achieve financial objectives
• Reviewed client accounts and plans on a regular basis to understand life or economic changes, situational concerns, or financial performance that demand changes in plan

• Generated door to door sales revenue of $20,000 over a two year period exceeding $12,000 target
• Introduced mulch products to 600 customers/ home-owners in across a time span of two years
• Innovated own marketing strategy by showing customers different product uses applicable resulting in increased brand awareness and more products sold
• Delivered marketing pitches to C-suite members of 30+ large corporate clients
• Created business plan, analyzed competitive environment and estimated start-up requirements for launching innovative products, developed cross-functional team and secured start-up funding

Los Angeles, CA, US

• Negotiated all contracts with prospective clients
• Resolved 500+ customer complaints by investigating problems; developing solutions; preparing reports; making recommendations to management
• Created business plan, analyzed competitive environment and estimated start-up requirements for launching innovative product, developed cross-functional team, and secured $10k funding