Mohammad Rasheed Email and Phone Number
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In the words of Simon Sinek, 'People don’t buy what you do; they buy why you do it.' As a first-generation American, my parents came to the U.S. fleeing a war-torn homeland. My four siblings and I experienced their struggle as they fought in a first-world economy without formal skills or financial education. Their relentless efforts to support us, sacrificing their dreams for our opportunities, ignited my passion for financial empowerment. These experiences have instilled in me a deep appreciation for the opportunities I've been given and a drive to help empower people's financial decisions.- Almost two years as Business Accountability Specialist - Assistant Vice President, being part of a team rebuilding brand trust by revamping client experience and radically improving systems of business accountability. Our team played a vital role in leading the OCC (Office of the Comptroller of the Currency) to terminating its 2016 consent order on February 2024, dramatically reducing firm regulatory headwinds.- At JPMorgan Chase & Co. as a Relationship Banker - Small Business Specialist for almost two years, I connected with face to face over 2,145 new, existing, and prospecting customer and small business clients; managing relationships to bring in millions of new sales under Chase's suite of financial products and services.- As a Licensed Financial Services Representative, I personally spoke with, educated and assisted over 12,500 clients with a vast range of financial products and services. Helping thousands manage their investments to make the best financial decision for themselves and their loved ones.I get excited about opportunities where I get to leverage my expertise in wealth advisory, compliance, and client services to help companies and their clients financial dreams come true.
Bmo Wealth Management - U.S.
View- Website:
- uswealth.bmo.com
- Employees:
- 563
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Bmo Wealth Management - U.S.St Louis, Missouri, United States -
Business Accountability Specialist - Assistant Vice President (Contractor)Wells Fargo Advisors Sep 2022 - PresentSt. Louis, Missouri, UsResponsible for safeguarding firm operations and reputation by contributing to business policy adherence, risk mitigation, and procedural improvements through research, assessment, and documentation of escalated complaints across 7 business channels. ● Drove a 3.5% reduction in regulatory fine exposure by managing 120 monthly escalated client complaint cases for compliance & quality review, identifying and correcting 3 errors on average in 70% of cases; for 2400 cases and 5,040 errors in total.● Collaborated in 20+ operational reviews, identifying inefficiencies & driving over 60 procedural improvements to reduce firm risk.● Consistently exceeded performance targets, achieving an average audit score of 98% against the firm's benchmark of 95%.● Aided in OCC terminating its consent order on Feb. 2024, reducing regulatory headwinds & raising stock price by 6% in one day. -
Relationship Banker - Small Business SpecialistJpmorgan Chase & Co. Oct 2019 - Jun 2021New York, Ny, UsEntrusted with delivering exceptional customer service, building relationships, and offering tailored financial solutions to address retail and small business client needs. Driving sales and fostering branch success by bridging client relationships to team specialists. ● Drove millions of new monies into Chase by opening 3+ consumer/business accounts daily, 1300+ in total.● Forged connections with over 2,100 new and existing clients by conducting 3-5 meetings and 5-10 outbound calls daily.● Onboarded Chase’s largest retail business client in STL, 5 million+ ann. revenue, navigating regulatory & procedural challenges.● Operated in Frontenac (Missouri's most affluent places) with a median household income of $166,901, 99th percentile nationally -
Models Investment Trading Specialist | Trade Operations & Reporting (Contractor)Wells Fargo Advisors Sep 2018 - Jun 2019St. Louis, Missouri, UsLeveraged expertise in trading execution, portfolio rebalancing, data analysis, report generation, and ensuring alignment with client objectives while maintaining compliance with investment guidelines and regulatory requirements.● Supported portfolio managers in executing 90% of trades within 5 minutes of decision; averaging 50 trades per day across different asset classes (equities, bonds, ETFs, etc.).● Conducted 9+ daily $1,000,000+ model rebalances and adjustments of investment portfolios.● Achieved a monthly reconciliation accuracy rate of 99.5% against the firm's benchmark of 95%.● Delivered a 100% compliance rate with regulatory filings and reporting requirements by conduct daily reviews of trading logs and documentation. -
Licensed Financial Services Representative | Customer & Client Services, Retail SupportTd Ameritrade Jan 2018 - May 2018Omaha, Ne, UsProvided outstanding customer service by identifying client needs, educating them on the suite of investment products and services, and guiding clients with tailored financial solutions to best support their goals while driving cross-function sales collaboration.● Empowered 13,000+ clients (60 daily), delivering exceptional experience by driving first contact resolution in 95% of situations.● Drove 132 originations by delivering 442 business lead referrals to Wealth Advisors (2 daily), aiding in a 30% conversion. -
Licensed Financial Services Representative | Customer & Client Services, Retail SupportScottrade Aug 2017 - Jan 2018Saint Louis, Mo, UsUsing communication skills to deliver support driven assistance to serve 70+ clients’ issues daily via inbound calls, email & chat in a fast-paced environment. Educate & assist investors on products & services: brokerage accounts, product services, will & trusts, ROTH/IRA retirement account, taxes/rollovers/transfers, taxation/capital gains, margin, options, trading, ETFs, futures, regulations.● Provide prompt & accurate responses to investor inquiries via phone/email/chat, while identifying opportunities for cross-selling● Adhering to policies & industry best practices, ensure accurate & timely completion of trade orders within regulatory guidelinestaxation/capital gains, market & brokerage rules, regulation, compliance, & taxes● Follow processes, procedures, & workflows for providing financials on open, close, bid, ask, volume, range, ratios, yields, etc.● Monitor margin maintenance information, interest rates, buying/selling on margin, buying power, leveraged loan collateral● Listen, emphasize & prospect clients to reinforce client/branch relationship via salesforce for best investment support & analysis ● Establish trust and rapport listening to the needs of clients recommending products to consistently exceeding quarterly sales goals -
Investment Advisor Associate | Wealth Management, Investment Management, Estate PlanningE3 Consultantsgroup May 2016 - Jun 2017Saint Louis, Missouri, UsKey primary client-facing role that provided comprehensive support to financial advisors by enhancing the client experience through strategic planning, financial analysis, financial planning, business development efforts, and marketing initiatives.● Expanded prospect base by 300%, procuring 150 new client contact leads for an advisor managing a portfolio of 50 clients. -
Financial Intern | Financial Analyst & Advisor TrainingE3 Consultants Group Jun 2015 - Aug 2015Saint Louis, Missouri, Us- Worked with financial advisors to assess client cash flows and investment portfolios and formulate financial action plans- Implemented e3 investment philosophy of risk minimization through the use of alternative asset classes- Networked for e3 at real estate and south side investment club functions -
Server | Resident Dining ExperienceAberdeen Hieghts Retirement Center Jul 2014 - Sep 2014- Actively cultivated relationships with residents while providing quality customer service.- Gained Skills in problem solving and quick decision-making. - Balancing communicating with team members, taking orders, and serving food increased multi-tasking abilities.
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Crew MemberCinnabon Jun 2012 - Sep 2012Sandy Springs, Georgia, Us- Courteously greeted customers and efficiently processed transactions within a busy, fast-paced environment.- Operated cash registers, and scanners to total customer purchases; collected payments and made change for cash transactions; and balanced drawers at the end of each shift.- Assisted with store and stocking, cleaning, and opening/closing procedures.
Mohammad Rasheed Skills
Mohammad Rasheed Education Details
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Saint Louis UniversityGeneral
Frequently Asked Questions about Mohammad Rasheed
What company does Mohammad Rasheed work for?
Mohammad Rasheed works for Bmo Wealth Management - U.s.
What is Mohammad Rasheed's role at the current company?
Mohammad Rasheed's current role is Business Accountability Specialist - Assistant Vice President | Helping Empower Companies & Their Clients Financial Decisions.
What is Mohammad Rasheed's email address?
Mohammad Rasheed's email address is ri****@****ase.com
What is Mohammad Rasheed's direct phone number?
Mohammad Rasheed's direct phone number is +131482*****
What schools did Mohammad Rasheed attend?
Mohammad Rasheed attended Saint Louis University.
What skills is Mohammad Rasheed known for?
Mohammad Rasheed has skills like Leadership, Microsoft Office, Management, Microsoft Word, Powerpoint, Research, Microsoft Excel, Training, Sales.
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