Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
Generic
Waleed Bakhashween

Waleed Bakhashween

Québec,QC

Summary

  • Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
  • Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations.
  • Highly motivated and looking for real-world experience in sales. Familiar with handling transactions, making cold calls and delivering presentations. Strong communicator ready to promote services and acquire new customers.
  • University student seeking opportunity to gain hands-on experience and apply training. Connects well with others, builds relationships and handles tasks with minimal oversight. Great multitasker and time manager excited to learn from professionals.


  • Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Reliable Credit Card Specialist providing dedicated customer service to clients. Highly organized and skilled in identifying fraudulent activity and protecting customer information.
  • Sr Rep offering excellent interpersonal communication skills and attention to detail. Usage of problem-solving skills and multi-tasking while demonstrating high level of accuracy. Knowledgeable in compliance and related regulations enabling superior results.

Overview

5
5
years of professional experience

Work History

Portfolio Manager

2XL capital
06.2022
  • Developed rebalancing strategies to minimize risk exposures.
  • Recommended investment strategies to meet client financial objectives.
  • Provided strategy advice to high net worth clients.
  • Supported CEO with special projects and additional job duties.
  • Adjusted portfolio exposures to compensate for market conditions.
  • Developed and presented proposals for new investments
  • Supported financial director with special projects and additional job duties

Sr Rep

Fairstone Financial
11.2022 - 06.2023
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Worked effectively in fast-paced environments
  • Excellent communication skills, both verbal and written

Invoice Clerk

ArtWear Gallery
  • Prepared and mailed invoices to customers, processed payments and documented account updates.
  • Executed billing tasks and recorded information in company databases.
  • Monitored outstanding invoices and performed collections duties.
  • Handled account payments and provided information regarding outstanding balances.
  • Used data entry skills to accurately document and input statements.
  • Managed invoicing and payment processing operations.
  • Suggested process improvements to invoice procedures to streamline workflow

Intern

2XL CAPITAL
06.2020 - 07.2020
  • Sorted and organized files, spreadsheets and reports.
  • Analyzed problems, identified solutions.
  • Completed research, compiled data, updated spreadsheets and produced timely reports.
  • Learned how to analyze stocks and read portfolios
  • Developed business, financial and analytical skills needed for career.

Sales Associate

Boutique EUROPA by EUROPAGROUP
09.2018 - 02.2019
  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
  • Provided positive first impressions to welcome existing, new and potential customers.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Answered customer questions regarding sizing, accessories and proper care for merchandise.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Tracked stock using company inventory management software.
  • Maintained records related to sales, returns and inventory availability.

Education

John Molson School of Business Bachelor - Economics

Concordia University
Montreal, QC
05.2023

High School Diploma -

Broumana High School
Broumana, Lebanon
07.2017

Skills

  • Invoice and Payment Tracking
  • Market Trend Analysis
  • Investment Banking Industry Knowledge
  • Error Revision
  • Billing Statement Management
  • Accounts Payable and Accounts Receivable
  • Status Updates
  • Financial Documentation
  • Financial Report Creation
  • Market Research Data Entry
  • Presentation Skills
  • Retail Sales Customer Service
  • Credit Card Payment Processing
  • Active Listening
  • Delinquency Notifications
  • Credit Card Transaction Processing
  • Risk Rating
  • Client Assessments

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Quote

Judge a man by his questions rather than his answers.
Voltaire

Timeline

Sr Rep

Fairstone Financial
11.2022 - 06.2023

Portfolio Manager

2XL capital
06.2022

Intern

2XL CAPITAL
06.2020 - 07.2020

Sales Associate

Boutique EUROPA by EUROPAGROUP
09.2018 - 02.2019

Invoice Clerk

ArtWear Gallery

John Molson School of Business Bachelor - Economics

Concordia University

High School Diploma -

Broumana High School

Similar Profiles

CREATE PROFILE
Waleed Bakhashween