Mohammad A Email & Phone Number

New York City Metropolitan Area

• Review insurance applications for compliance and adherence
• Assess clients’ background information and financial status
• Draw up quotes for competitive insurance premiums
• Negotiate and define the specific terms of insurance policies with brokers or policyholders

New York City Metropolitan Area

• Performed research, prepared financial reports, assisted with reconciling accounts and other needs
• Successfully performed bookkeeping tasks, accurately recording financial transactions and maintaining general ledgers
• Assisted in bank reconciliations, ensured accuracy in financial records and resolving any identified discrepancies
• Collaborated with colleagues to review financial information, applied process improvements to enhance efficiency and accuracy
• Utilized QuickBooks, Sage Intact, and MS Excel to improve accuracy and efficiency in analyzing and recording financial data

New York City Metropolitan Area

• Assisting bank clients with transactions some of which include deposits, withdrawal, payments, monetary purchases, and referring customers to bankers to aid in solving banking situations
• Educating clients in the diverse products that we offer and introducing them with the plethora of opportunities that they can take advantage of through the company
• Handling sensitive information and safeguarding client information
• Balancing teller cash box on a consistent basis

Binghamton, New York, United States

• The goal of the fund is to give students equity/ research and practical investing experience that will help prepare them for a career in equity research, sales and trading, or investment banking
• The Binghamton Investment Fund is a program where students manage a diversified multi-class portfolio of $500,000
• The program evolved from the equity valuation (“Trading Room”) class, which originally received $100,000 in 2003 as a donation for the purpose of teaching students a practical investment skillset
• A junior analyst works to perform research, gather/ interpret data, create and analyze models
• Ideas include company analysis, and generating value-oriented investments
• A senior analyst primarily works at a sector to further assist or go in depth with analyst duties, example: healthcare or technology