Khaled Soltan
Montreal,Quebec,
Summary
As an ambitious, adaptable, and quick learner with a strong combination of entrepreneurial spirit and marketing expertise, I have successfully navigated the fast-paced world of retail and digital strategy. From managing my own thrift store to enhancing brand visibility for a dental clinic, I thrive in roles that demand creativity, analytical thinking, and effective problem-solving. A natural team player, always ready to help colleagues and always willing to apply my knowledge for the benefit of the team and its goals. With a strong background in finance and international business, I am eager to take on new challenges and contribute to new and effective solutions.
Overview
4
4
years of professional experience
Work History
Junior Wealth Management Associate
Manulife Wealth
06.2025 - Current
- Assisted clients in developing personalized wealth management strategies and investment plans.
- Coordinated meetings between clients and senior financial advisors for effective communication.
- Evaluated client investment portfolios to assess asset allocation, risk levels, and alignment with financial objectives.
- Assisted in creating tailored wealth management strategies, covering retirement, tax optimization, and estate planning.
- Identified and generated potential client relationships, contributing to the expansion of the firm’s client base, and assets under management (AUM).
Account Manager
Ilco Transit
10.2024 - 06.2025
- Oversaw client accounts and secured tender offers, negotiating terms to align with client requirements and ensuring competitive service delivery.
- Prepared and submitted RFPs, ensuring each proposal highlighted the company's strengths and directly addressed client requirements.
- Tracked key performance indicators (KPIs) related to delivery accuracy, lead times, and cost efficiency.
- Ensured compliance with shipping regulations and standards, reducing risks and potential disruptions within clients' supply chains.
- Oversaw the end-to-end logistics for brokered loads, monitoring delivery schedules, troubleshooting issues, and maintaining client satisfaction.
Thrift Store Owner
Thrifts2Thrills
06.2022 - 05.2023
- Managed supplier relationships by making calls to ensure consistent merchandise collection.
- Analyzed data to maintain trends and make data-driven decisions.
- Developed and maintained customer relationships, increasing retention and repeat purchases.
- Generated over $2,000 in monthly revenue.
Marketing Assistant
Al Yasmeen Dental Clinic
04.2021 - 10.2021
- Performed market and client research.
- Employed Google Business and other digital tools to enhance the clinic's online presence.
- Developed research strategies to assess market demand for new offerings, which have generated over $10,000 in revenue.
- Managed email marketing campaigns and responded to user comments online to enhance customer engagement and company's online presence.
- Increased the clinic's online presence from 900 to 14,000 followers through targeted marketing campaigns and engagement strategies.
Education
Bachelor of Commerce - Major in Finance, Minor in International Business
Concordia University
Montreal, CA06-2024
Skills
- MS Office
- Interpersonal communication
- Leadership
- Team player
- Problem-solving
- Digital and Product Marketing
- Data entry
- Financial analysis
Timeline
Junior Wealth Management Associate
Manulife Wealth
06.2025 - Current
Account Manager
Ilco Transit
10.2024 - 06.2025
Thrift Store Owner
Thrifts2Thrills
06.2022 - 05.2023
Marketing Assistant
Al Yasmeen Dental Clinic
04.2021 - 10.2021
Bachelor of Commerce - Major in Finance, Minor in International Business
Concordia University
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