Personal Assistant Sales Representative
Resume:
KHALED ABDELSHAFY, MBA
adtbew@r.postjobfree.com
Irvine, CA 92618
Wealth & Asset Management Operations Business Development Customer Services Education
University of Toledo Toledo, OH Oct 2010 – Aug 2012 Master of Business Administration (MBA) School of Business & Innovation Cairo University Cairo, Egypt Jan 2005 – May 2006
Diploma in Capital Market Analysis, Cairo University, School of Economics & Political Science Helwan University Cairo, Egypt Sep 2000 – May 2005 Bachelor’s in economics, Helwan University, School of Business Administration Skills:
• Microsoft Office Suite
• Bloomberg & other trading platform
• QuickBooks
• Certified Managerial Accounting
• Freelance lecturer in Managerial and Corporate Finance, Treasury Products, Economics & Stocks – Crypto Trading.
• Bilingual (Eng. & Arabic)
Work Experience:
BIG K HERMES, INC. Garden Grove, CA Sep 2020 – Sep 2021 Owner & Founder
• DBA BIG K HERMES Hedge Fund, manage investment portfolios (stocks & Crypto)
• DBA THE BEAN TRUCK OC, a new food concept providing authentic Egyptian street food live cooking show.
• DBA H&A AUTO WHOLESALE, responsible as Auto trades in the Auction & Dealer Financials. HYBRID BOYS RENTAL, INC. Garden Grove, CA Aug 2018 – May 2021 Operation Manager & Co-Founder
• Created a new auto rental agency with the distinction of providing solutions for drivers who perform rideshare services.
• Procuring the vehicles from auction and preparing them for clients to hit the road and earn money.
• Responsible for collections, payments, and filing insurance claims.
• Rapidly expanded customer base initially starting with 3 vehicles and increased fleet to 30 vehicles in less than 6 months. GAGA IMPORTS Anaheim, CA Feb 2017 – Jun 2018
Personal Assistant
• Successfully implemented a new inventory management system.
• Responsible for handling all monetary process from preparation of invoice through payments, collections, bank deposits, and reconciliations.
• Prepare orders for clients and complete shipping labels, follow-up customer satisfaction survey, and resolve any complaints.
• Handled marketing and sales interaction with customers to provide relevant information in response to inquiries about various products.
THE T-SHIRT LAND Anaheim, CA Aug 2016 – Feb 2017
Business Development Manager
• Proposed and documented a business plan to promote sales & marketing, apply new financial controls, price analysis, and survey to re-price existing products.
EFG HERMES Cairo, Egypt Sep 2006 – July 2016
VP of Asset Management (2014-2016)
• Managed operational framework implemented
• managed plans for the operations team consisting of 10 employees & Total asset management of $1.4B USD operating in 7 countries, diversified as Regional Equity, Single Country Equity, Fixed Income/Balance & Money Markets Funds.
• Reported operations data to Executive leadership team, valuation reviews and calculation of Net Asset Value for Funds & Portfolio; assisted in the development of strategic plans for operational activities. Assistant Vice President (2012-2013)
• Responsible for the preparation, review, audit, and coordination with legal authorities for the Mutual Funds Financials.
• Handled tax matters and coordination with tax consultants regarding declarations and all tax related requirements. Associate, Middle Office (2010-2011)
• Reported AUMs, cash flows, market effects, and management & incentive fees to the Board of Directors.
• Responsible for developing and introducing a strong system of file management across different onshore/offshore funds, Set up of all Banks/Brokerage/Custody accounts with local /global counterparties. Analyst, Trade Support (2008-2009)
• Handling the processing of all market trades.
• Managing daily cash flow balances and ensuring its appropriate limits, to check settled trades. Operations, Brokerage (2006-2007)
• Processing & Settlement all type of trades securities & corporate actions.
• Daily Banks’ accounts reviewing, custody & Bank reconciliation. The Arab Contractors Employee Pension Fund. Cairo, Egypt Aug 2005 – Aug 2006 Analyst
• Performance analysts of companies operating under the supervision of the holding company.
• Trade securities for the investment portfolio account of $50M USD. ALLIANZ LIFE INSURANCE Cairo, Egypt May 2004 – May 2005 Sales Representative
Insurance agent selling; life, property, health, and automotive insurance policies.
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