Milad Shariati
Calgary,AB
Summary
Client-focused investment professional with over 6 years of expertise in investment and insurance operations. Proven track record in optimizing investment portfolios, managing risks, and implementing process improvements. Deep understanding of derivatives, financial software development, and certified with CSC, CFA Level 2 candidacy, and LLQP. Skilled in engaging with stakeholders to ensure total client satisfaction. Proficient in Python, MS Office, G Suite, and CRM.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Advisor/ Advisor
Neilson Financial Services Inc
07.2023 - 04.2024
- Provided tailored life insurance consultations to meet clients' financial goals.
- Conducted needs analyses for appropriate coverage recommendations.
- Educated clients on life insurance products and guided decision-making.
- Maintained accurate client records and ensured compliance with standards.
- Built and maintained strong client relationships, ensuring high satisfaction and retention.
Advisor
Sun Life
04.2023 - 06.2023
- Provided personalized life insurance consultations and tailored policy recommendations.
- Educated clients on term, whole, and universal life insurance products.
- Conducted needs assessments to align insurance solutions with clients' financial goals.
- Maintained and reviewed client relationships and updated policies as needed.
- Managed the application process, ensuring compliance with regulatory standards.
- Collaborated with underwriters to facilitate approvals and resolve client inquiries.
- Kept accurate records of client interactions and sales activities in CRM software.
- Participated in training to stay updated on industry trends and products.
Investment Development Manager/ Senior Analyst/ Analyst
Pardis Investment Company
04.2018 - 05.2022
- Managed risk as Risk Manager, ensuring the firm adhered to risk management protocols and strategies.
- Oversaw and managed the derivatives portfolio, making informed investment decisions to optimize returns.
- Participated as a key member of the Investment Committee, contributing to high-level investment strategies and decisions.
- Served as secretary for the Risk Committee, documenting and communicating risk-related discussions and decisions.
- Designed and implemented three software solutions using Python and MS Excel for risk management, derivatives ranking, and portfolio optimization.
- Contributed to the preparation and writing of Management Discussion and Analysis (MD&A) reports, focusing on financial performance and strategic initiatives.
Investment Analyst
Refah Bank Brokerage
10.2014 - 11.2015
- Conducted fundamental and technical analysis to identify investment opportunities
- Worked closely with teams to refine investment strategies and ensure client satisfaction.
Education
Master of Science - Financial Management
University of Tehran
Tehran, Iran Islamic Republic of09.2016
Bachelor of Science - Electrical Engineering
Qazvin Azad University
Qazvin, Iran Islamic Republic of09.2014
Skills
Portfolio Management
Risk Management
Quantitative Analysis
Portfolio Optimization
Derivatives
Insurance
Relationship building and management
Client Relations
Data Analytics
MS Office
Python
Certification
- CSC
- LLQP
- Passed CFA Level 1 (CFA Level 2 Candidate)
Teaching Experience
- Instructed courses on “Derivatives and Option Contracts” at Sharif Financial Group.
- Led sessions on the “Fundamentals of Capital Market” at Sharif Financial Group.
Languages
English
Persian
Timeline
Senior Advisor/ Advisor
Neilson Financial Services Inc
07.2023 - 04.2024
Advisor
Sun Life
04.2023 - 06.2023
Investment Development Manager/ Senior Analyst/ Analyst
Pardis Investment Company
04.2018 - 05.2022
Investment Analyst
Refah Bank Brokerage
10.2014 - 11.2015
Master of Science - Financial Management
University of Tehran
Bachelor of Science - Electrical Engineering
Qazvin Azad University
- CSC
- LLQP
- Passed CFA Level 1 (CFA Level 2 Candidate)
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