Pouyan Asal Alizadeh
Toronto,ON
Summary
Sales management experience and the ability to navigate the financial market, coupled with the skill to cultivate strong relationships with customers, peers, and partners. Analyzing and actively trading options, mutual funds, stocks, and commodities in the financial market . Proficient in using technology and software such as Microsoft Office, Python, Quickbooks, and NaviPlan to perform in-depth data analysis. Strong interpersonal communicator and problem solver, working effectively and productively with diverse customers and individual needs. A candidate for the CSC (Canadian Securities Course).
Overview
5
5
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Bank of Montreal
Toronto
05.2024 - Current
- Consulted with customers to resolve service and billing issues.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Customer Service Representative
Darband Restaurant
Toronto
01.2023 - 05.2024
- Built relationships with clients to encourage repeat business.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
Investment Specialist
Refah Bank
Esfahan
11.2020 - 02.2022
- Discovering customer needs and helping with individualized financial planning.
- Established relationships with third parties such as fund managers and analysts to stay abreast of emerging trends in the industry.
- Analyzed the financial needs of clients and developed tailored strategies to meet goals.
- Developed comprehensive financial models for forecasting, budgeting, and performance tracking purposes.
Financial and Quantitative Analyst
Dolfinvest
Esfahan
05.2019 - 11.2020
- Researched and prepared reports for policymaking on topics such as options trading and bitcoins
- Analyzed and modeled trading data and prepared unique dashboards on investment funds and their investors
- Flexible leadership and work arrangements that accommodate both your personal and professional needs
- Prepared and presented stock market reports and presented at domestic meetings and international conferences
Education
Diploma - Finance
George Brown College
Toronto, ON04.2024
Bachelor of Science - Electrical Engineering
Islamic Azad University of Esfahan
Esfahan04.2019
Skills
- Critical Thinking,
- Investment Consulting,
- Retirement needs
- Sales expertise
Certification
- Investment Funds in Canada ( IFC )
Timeline
Customer Service Representative
Bank of Montreal
05.2024 - Current
Customer Service Representative
Darband Restaurant
01.2023 - 05.2024
Investment Specialist
Refah Bank
11.2020 - 02.2022
Financial and Quantitative Analyst
Dolfinvest
05.2019 - 11.2020
Diploma - Finance
George Brown College
Bachelor of Science - Electrical Engineering
Islamic Azad University of Esfahan
Similar Profiles
JOSEPH SILIEZARJOSEPH SILIEZAR
Bank Teller at BANK OF MONTREALBank Teller at BANK OF MONTREAL
PHILIP OSINEYEPHILIP OSINEYE
Assistant Branch Manager at Bank of MontrealAssistant Branch Manager at Bank of Montreal
Hirwa JaniHirwa Jani
Everyday Banking Associate at Bank of MontrealEveryday Banking Associate at Bank of Montreal
T TOMLINT TOMLIN
Sr. IT Asset Manager at Bank of MontrealSr. IT Asset Manager at Bank of Montreal
Tamara MustafaTamara Mustafa
Care Coordinator (Care Access Representative) at CBI Home HealthCare Coordinator (Care Access Representative) at CBI Home Health