Sales and financial-services professional across client acquisition, insurance and investor relations, with a growing focus on wealth management.
Commerciallyproven.Financiallyfocused.Builtaroundclienttrust.
Iamasalesandfinancial-servicesprofessionalwithexperienceacrossclientacquisition,insurance,investorrelations,andinternationalconsultativesalesintheUAEandCanada.MytrackrecordincludesgeneratingUS$700K+inrevenue,acquiringandadvisingclients,closingfinancialproducts,andsupportingearly-stagecapitalraising.
AtEF,ImanagethefullconsultativesalescycleacrosstheMiddleEast&AfricaandgeneratedUS$739K+from117clientbookings,deliveringapproximately35%year-on-yeargrowth.Iranked#1withintheUAE/MiddleEast&Africasalesteamand#4globallyacrossEF.AsCFOandanequityholderatAiloo,Isupportinvestorrelations,valuation,equitystructure,capitalrequirements,andfundingstrategy,includingsecuringUS$50Kinseedcapitalfor12.5%equity.
Myearlierexperienceincludesclosing70+insurancepoliciesatMontrealLifeFinancialGroupafterprogressingfrombrokertoCloser,andacquiring90+annual-contractclientsatYellowPageswhilegeneratingapproximatelyCAD300Kinrevenue.Myfocusiswealthmanagement,investments,financialmarkets,andlong-termclientrelationships.Outsidework,Iplaypadelatanadvancedlevel,amdevelopingmygolfgame,andinvestpersonalcapitalinlistedequities.
Acombinationofclientacquisition,relationshipmanagement,financial-needsanalysis,investorrelations,andcommercialexecution—withagrowingspecializationinwealthmanagement.
Client Acquisition & Relationship Management
Provenexperiencemanagingthefullcommercialjourneyfromprospectingandneedsdiscoverythroughproposal,negotiation,closing,payment,andlong-termrelationshipmanagementacrossinternationalmarkets.
Financial Needs Analysis & Risk
Insuranceandadvisoryexperiencebuiltaroundunderstandingaclient’sfinancialsituation,priorities,riskexposure,andprotectionneedsbeforerecommendingsuitablefinancialproductsorsolutions.
Investor Relations & Capital Raising
Practicalearly-stagefinanceexperiencesupportinginvestoroutreach,valuationdiscussions,equitystructure,capitalrequirements,fundingstrategy,andstakeholdernegotiationasCFOandequityholderatAiloo.
Financial Markets & Portfolio Fundamentals
Adevelopingwealth-managementskillsetspanninginvestmentresearch,portfolioanalysis,asset-allocationfundamentals,listedequities,financialanalysis,andsecuritiesandinvestmentknowledge.
CERTIFICATIONS
Introduction to Securities & Investment (International), CISI — Exam 25 Sep 2026
Financial Accounting — MIT Sloan School of Management — Completed
Finance Theory I — MIT OpenCourseWare — Completed
Corporate Finance — NYU Stern School of Business — Completed
Valuation — NYU Stern School of Business — Completed
Financial Markets — Yale University — Completed
SKILLS
Client Acquisition
Relationship Management
Financial Needs Analysis
Consultative Selling
Investor Relations
Capital Raising
Financial Products
Risk Assessment
Business Development
Negotiation & Closing
Portfolio / Investment Fundamentals
CRM & Pipeline Management
Cross-Selling
HNW Client Development
Client Profiling & Needs Analysis
Financial Analysis
Investment Research
Portfolio Analysis
Asset Allocation Fundamentals
Stakeholder Management
Sales Strategy & Revenue Growth
LANGUAGES
English — Native
French — Bilingual
Arabic — Bilingual
Italian — Limited Working Proficiency
EF — Sales & Marketing, Middle East & Africa
Ailoo — CFO & Equity Holder
Montreal Life — Insurance Broker & Closer
Yellow Pages — Client Acquisition
Personal Investing — Listed Equities
EF — Sales & Marketing, Middle East & Africa
Ailoo — CFO & Equity Holder
Montreal Life — Insurance Broker & Closer
Yellow Pages — Client Acquisition
Personal Investing — Listed Equities
Wanttodiscussawealth-managementopportunity,advisoryrole,orprofessionalconnection?Feelfreetoreachout.
Direct Contact
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