Summary
Overview
Work History
Education
Languages
Timeline
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Melissa Khoueiry

Melissa Khoueiry

Laval,QC

Summary

Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals.

Overview

3
3
years of professional experience
4
4
years of post-secondary education

Work History

CFO

Ekdesign
08.2022 - Current
  • Enhanced customer satisfaction levels by addressing concerns promptly and providing tailored solutions.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
  • Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Negotiated favorable contract terms with suppliers, optimizing profit margins while maintaining product quality standards.
  • Spearheaded contract negotiation and financing to complete high-priority projects and realize target outcomes.
  • Evaluated investment opportunities diligently, contributing to informed decisions regarding potential projects and their expected returns.

Life Insurance Broker

World Financial Group
05.2021 - 07.2022
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Negotiated competitive rates with carriers by leveraging strong industry relationships and presenting compelling case studies on behalf of clients.

Customer Service Representative

Bank Of Montreal
10.2020 - 04.2021
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Followed up with customers about resolved issues to maintain high standards of customer service.

Education

Certificat - Autorité Des Marchés Financiers

AMF
Québec, QC
02.2021 - 05.2022

Certificat - FNY ( CFO)

CFAQ
01.2022 - 02.2022

D.E.P - Marketing

Jeanne-sauvé
01.2017 - 05.2017

Baccalauréat - Management And Entrepreneurship

Université Saint-esprit De Kaslik (USEK)
08.2017 - 05.2020

Languages

French
Native or Bilingual
English
Full Professional
Arabic
Full Professional

Timeline

CFO

Ekdesign
08.2022 - Current

Certificat - FNY ( CFO)

CFAQ
01.2022 - 02.2022

Life Insurance Broker

World Financial Group
05.2021 - 07.2022

Certificat - Autorité Des Marchés Financiers

AMF
02.2021 - 05.2022

Customer Service Representative

Bank Of Montreal
10.2020 - 04.2021

Baccalauréat - Management And Entrepreneurship

Université Saint-esprit De Kaslik (USEK)
08.2017 - 05.2020

D.E.P - Marketing

Jeanne-sauvé
01.2017 - 05.2017

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Melissa Khoueiry