Louis Rodrigue Fouda Email & Phone Number

New York, NY, US

New York, New York, United States

We provide sophisticated financial insights and advanced analytical tools, essential elements for the contemporary business leader seeking to harness the power of informed and expeditious decision-making. Our deep-seated expertise in risk management, a comprehensive reservoir of information, and a pioneering approach to technology empower our clients to.

Washington DC-Baltimore Area

As an Institutional Advisor at Callahan & Associates, my role centers around empowering credit union organizations. I guide these institutions' leaders and board of directors, helping them effectively manage member deposits and portfolios while adhering to the Federal Credit Union Act and other pertinent regulations.My responsibilities extend to the.

Tysons Corner, Virginia

Empower clients by navigating them through the intricate financial planning process, deploying robust techniques to calculate liquidity and financial ratios via non-traditional assets. Assist in discerning the discretionary income available for strategic investments, thereby turning financial goals into tangible results.Harness the power of Excel to craft.

Vienna

Paulson is a 50-year old boutique investment banking firm that specializes in capital raises of $5-25 million for disruptive, high growth, small public companies and later stage private companies on a path to IPO or sale, as well as M&A and advisory work for same. High net worth individuals, family offices and funds participate in our deals.

Washington D.C. Metro Area

Work in a team specialists focusing on the valuation of partnership, merger & acquisition, minority interest in private equity deals as well as publicly traded companies. Develop sources; seek and analyze raw data from top management, competitors, suppliers, and industry consultants. Develop analytical methodologies, provide industry trends analysis, write.

Washington D.C. Metro Area

As a key member of the investment committee of the Business School Student Managed REIT fund, I specialized in the hotel sector, carefully followed 25 REIT stocks. Analyzed potential equity investment, including trends analysis, fundamental analysis, market analysis and assessment top management teams. Produced an investment summary report for each.

Washington D.C. Metro Area

I manage a portfolio of 14 institutional accounts including universities and non for profit institutions. My principal assignment is to conduct weekly consultations with pension plan's participants to design customized retirement planning strategy. I conceive comprehensive income strategy for each client at retirement age using complex financial solutions..

Alexandria, VA

Managed over $250 million assets under management as a stand-alone advisor with nearly150 relationships. Daily activities involved market updates to clients and sale of variety of financial products including stocks, bonds, mutual funds and derivatives products such future, forward, options, swap and others.

Beverly Hills, California

Worked in the private bank segment of the bank to assist affluent clients with ALL financial needs, including investment management, tax planning, estate planning and custom lending need. In charge of high net worth business development across five local retail branches with 24 bankers on my team

Downtown Los Angeles

Participated to the company’s financial advisor training program, The Path of Achievement with primary objective to gather $24 million in investable assets at the end of the program. I sold company’s preparatory investment products and fees based platform solutions through marketing campaigns as well as financial education seminars and workshops. I.

Master Of Science - Ms, Finance, General

Activities and Societies: I participated as a fund analyst to both the Student Managed Investment portfolio and Kogod Student Real Estate.

Bachelor Of Science In Business Administration (B.S), Finance

Activities and Societies: Soccer and African club Association Located in the Northern part of Los Angeles, great campus. This is the HUB.

Associate Of Science (A.S.), Business Administration And Management, General

Activities and Societies: Executive member at the African Club Association This was one of the best school I have ever been part of. Great.

Education record