Summary
Overview
Work History
Education
Skills
Languages
Skills
Financialmodels
Activities
Volunteer Experience
Timeline
Generic

Sami Qaddoumi

Montreal,QC

Summary

Highly motivated finance professional with a Bachelor of Commerce in Finance and a proven track record in financial services and account management. Experienced in financial analysis, client relations, and strategic advising. Seeking to leverage expertise in financial modeling and leadership to contribute to the success of an esteemed organization as a Wealth Management Advisor.

Overview

5
5
years of professional experience

Work History

Account Manager

Banque D’Afrique
05.2023 - 09.2023
  • Supported client integration and account opening processes
  • Assisted the account management team in achieving business objectives
  • Collaborated with multiple teams across the bank.

Co-founder

Zyrkon Corporation
02.2021 - 05.2022
  • Successfully reduced costs by over 50% in preparation for prototype creation
  • Built a team consisting of members from Europe, Africa, and Canada
  • Led a team of 5 individuals to complete a large-scale project within deadlines and budget, effectively delegating tasks, coaching performance, and fostering collaboration.

Trading Internship

Lutof Holding company
02.2019 - 09.2019
  • Consistently generated returns exceeding 15% by conducting in-depth market research and analysis of company fundamentals to inform trading decisions
  • Developed expertise in swing trading through short-term stock pattern analysis while demonstrating competence in fundamental analysis for long-term investment strategies.

Education

Baccalauréat in Economics -

Lycée Lyautey
Casablanca, Morocco

Social Sciences -

Lasalle College
Montréal, Canada

Bachelor of Commerce, Major in Finance -

John Molson School of Business
Montréal, Canada

Skills

  • Bloomberg
  • Excel
  • Word
  • PowerPoint
  • Account Management
  • Customer Service
  • Client Relationship Management
  • Relationship Building
  • Strategic Planning
  • Goal-Oriented
  • Cash Flow Management
  • Long-Term Care Planning
  • Mutual funds

Languages

English (Fluent)
French (Fluent)
Arabic (Fluent)
Spanish (A1)

Skills

  • Demonstrated ability to develop and maintain lasting and trusting business relationships with clients.,
  • Expertise in listening to clients' needs, offering tailored financial advice, and helping them choose appropriate financial solutions., Proven track record of effective collaboration and communication with clients and team members.,
  • Skilled in balancing client satisfaction, business objectives, and risk management.,
  • Knowledge of Desjardins Products and Services: Familiar with various financial products and services aimed at individual and business clients., Debt Management: Skilled in managing debt and advising clients on effective debt management strategies.,
  • Community Representation: Experience in participating in outreach activities and representing organizations in the community., Leadership: Strong leadership skills, demonstrated through successful team management and project execution.

Financialmodels

  • Discounted Cash Flow
  • Comparable Company Analysis
  • Merger and Acquisition (M&A) Analysis
  • Sensitivity Analysis
  • Black-Scholes Model
  • Binomial Option Pricing Model

Activities

  • Football
  • Martial arts
  • Fitness
  • Karting

Volunteer Experience

  • Marathon for a dollar (2017)
  • Cancer Fight Association (2015)
  • Relay for life (2023)

Timeline

Account Manager

Banque D’Afrique
05.2023 - 09.2023

Co-founder

Zyrkon Corporation
02.2021 - 05.2022

Trading Internship

Lutof Holding company
02.2019 - 09.2019

Baccalauréat in Economics -

Lycée Lyautey

Social Sciences -

Lasalle College

Bachelor of Commerce, Major in Finance -

John Molson School of Business

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Sami Qaddoumi