Mosh Elshiekh Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

As a business strategist at MD Financial Management, I shape the strategic direction of our banking and wealth management services. I collaborate with diverse partners, leveraging data-driven insights to craft and execute strategic plans. My role blends strategic thinking and action, driving sales performance, delivering exceptional value, and creating and exceeding fiscal targets and client expectations.

Toronto, Ontario, Canada

In my role as Partnerships Manager at Scotia iTRADE, I bridged connections with internal Scotia Wealth Management partners, fostering strategic relationships that drove growth. Balancing collaboration with execution, I leveraged our offerings to acquire new clients, consistently meeting business development targets. My focus was on creating synergies across the organization, enhancing customer service, and strengthening our business through robust partnerships.

Toronto, Ontario, Canada

As a Senior Financial Advisor at Scotiabank, I was stationed at the flagship head-office branch, Scotia Plaza, in Downtown Toronto. I managed a high-value portfolio of clients, providing tailored financial advice to meet their unique needs. Balancing client relationship management with strategic financial planning, I consistently exceeded annual sales targets. My focus was on empowering clients with the knowledge to make informed financial decisions, driving their financial success, and contributing to the growth of the bank.

Toronto, Ontario, Canada

In my role as a Business Consultant at CGI, I served as a key liaison between customers and our technical team. I translated customer product requirements into comprehensive business specifications, ensuring alignment between client needs and our solutions. My focus was on creating detailed functional specifications and other project-related documentation, contributing to the successful delivery of our projects and enhancing customer satisfaction.

Toronto, Ontario, Canada

As a Teaching Assistant at Toronto Metropolitan University, I played a pivotal role in the Department of Finance and the Department of Real Estate Management. I tutored individual students and study groups, creating and sourcing curriculum tools tailored to student needs. My role involved maintaining student records, writing evaluations, and submitting reports. I focused on mentoring and coaching students, helping them build self-confidence and improve their academic standing.