Sid S. Mohammed Email & Phone Number

Scottsdale, Arizona, United States

Consultative service specializing in best practices within the following areas:Changing landscape within the investment world and how to best be a step aheadUnderstanding the various risks and its impact on one’s investments and returnsWealth Management, Estate planning, & Business succession plansAlignment of investment asset allocation to financial objectiveIndex benchmarking, methodology, & construction processesPortfolio Attribution & Risk ManagementPerspectives on the ETF industry and burgeoning new productsAwareness of the evolving financial and business services segments as it pertains to digitization and technological innovations.Contact me if you would like to discuss further.(e) sid.nlsconsulting@gmail.com(c) (480) 442-2265

Scottsdale, Arizona, United States

Outsourcing customer experience and technology services that has helped companies across the globe design customer experience initiatives that impact the entire customer lifecycle. These initiatives link together sales, operations, customer care contact centers, digital/mobile technologies and a transformation roadmap to provide a seamless experience for their customers in both B2B and B2C environments.Designed to improve return on investment, these initiatives have driven significant cost savings, improved customer satisfaction scores and retention levels, improved engagement of Gen Y (Millennials) and omni-channel consumers and drive sales and cross/up sales across all customer demographics.

Phoenix, Arizona, United States

Senior Business Development Manager providing comprehensive consultative services offering solutions revolving around test development platforms, delivery solutions, and psychometric services that help credentialing organizations thrive.

São Paulo, Brazil, Greater New York City Area

Business Manager charged with driving the growth of MSCI’s index subscription business within the Latin American & Caribbean regions by identifying key growth drivers, creating tactical plans and distinguishing the need for innovative index products. Developed key market relationships utilizing extensive experience within financial services industry and institutional investment process to understand the client’s business model and strategic objectives to maximize the effectiveness of investments in products, people and technology. Managed strategy and resourcing in support of MSCI’s index licensing business for exchange traded products (ETPs), passive index funds as well as OTC and Structured Products with key industry players domestically and within Latin America. Represented MSCI at industry and local events to educate the market on trending global investment strategies and the various uses of indexes within the investment process (asset allocation, benchmarking, attribution, reporting, structured product and ETF creation, etc.)

São Paulo, Brazil

Directly impacted company revenue through high-level positioning of Bloomberg terminal functionality related to fundamental data integration and portfolio management focusing on Equity markets, economic data, analysis, market trends and regulations. Expanded business & terminal sales within under-serviced markets and influenced the direction of product development by providing feedback to business managers on user demand, market practices and terminal enhancements focusing on portfolio analysis and risk management platforms. Educated clients through seminars, professional market events and conferences.

Scottsdale, Arizona

Provided investment and analytical advice for meeting financial and estate planning objectives for 100 High Net Worth clients for a total portfolio valued over $200 million in managed assets (over $365 million adjusted for inflation).Implemented client recommendations utilizing overall proprietary advice methodology and philosophy.Prepared client cash flow projections and portfolio stress-tests using Monte-Carlo simulations at various spending levels for retirement planning purposes.Reviewed estate planning and tax issues working in tandem with the client's attorney and other financial professionals.

San Diego, California

Pioneer project to compile and analyze patient records with the goal of implementing needed technological improvements in information management in order to curb costs and stem the tendency of errant data.Provide statistical data to partners on trends in billing, cost evaluation, and efficiency for determining which adjustments and changes are necessary to implement in their client record management processes. Coordinate efforts for data abstraction and accountability involving disparate medical and billing groups throughout the group´s territorial reach, including HMOs, PPOs, and private practitioners. Executed final collaborative phase of all subsequent client data to be centralized in group´s internal databases with easy access to past client records.