Finance Background: Sales, Marketing, and Portfolio Management
Extensive experience in Financial Modeling with regression analysis.
Exceptional analytical and creative problem solving skills, carrying an advanced proficiency in Excel, Access, VBA, and SQL.
Deep understanding of financial strategies utilizing derivatives across the equity and commodity markets.
Ability to empower and lead a team in pressured environments.
Liberty Mutual Surety
Surety Bond Underwriter, [Jan 2018-Present]
Determined the financial health position of several multi-million dollar ($5 million+) contractors seeking to obtain surety bond backing for public construction projects.
Analyzed various technical/legal contracts for data pertaining to projects exceeding $20-$200 million in revenue.
Responsible for investigation, analyzing, and managing all necessary underwriting/accounting/work flow issues in ecosystem centered around data analysis.
Liaison of communication between crucial internal departments such as Legal and Home Office in order to effectively develop an accurate quantitative/qualitive perspective of potential clients.
Wealth Strategies Financial Group
Financial Advisor Internship, [Sept 2016-May 2017]
Processed applications through programs to compose personalized retirement option plans.
Developed relationships with product teams to improve access to clients.
Assisted financial advisors with transitioning retirement accounts for new and existing clients.
Input client data into software to create a more efficient channel when trying to meet the needs of clients.
First Choice Urgent Care
Business Associate Internship, [November 2015-May 2016]
Created and forecasted Income Statement revenues, cost of goods sold, and profit for a five year analysis.
Conducted monthly inventory management audits, and managed the expense reporting for medical supplies.
Improved client data records system to better handle case management operations.
Sourced clients from need based Medicare system to expand services and increase health literacy among senior citizens.
Wayne State University Detroit, MI – December 2017
Bachelor of Science in Business Administration: Major – Finance
GPA - 3.4
MBA – Finance 2019
AWS Candidate (December Exam)
President, Detroit Helpers Committee (DHC);
Financial Management Association
International Business Association
Currently managing portfolios for private investor with total assets of $50,000+ (3% monthly returns)
Regular volunteer at the Arab American Civil Rights League.
Bilingual All Microsoft Office products
Risk Management Results Driven
Forecasting Detail Oriented