Finance - Wealth Management - Consulting - Marketing

Farouk Qaddoumi

Canadian Citizen +1-514-***-**** **************@*****.***

EDUCATION

Harvard University Cambridge, MA

Master of Management-ALM (GPA:3.8) December 2023

Thesis: Gold as Hedge Against Inflation (Rewarded with Distinction) John Molson School of Business Montreal, Canada

Bachelor of Commerce Major Finance Minor Marketing 2018 – 2021 American University in Dubai (AUD) Dubai, UAE

Business Administration (Dean’s Honor List) 2016 – 2017 Lycée Lyautey Casablanca, Morocco

Economics and Science Baccalaureate. 2014 – 2017

WORK EXPERIENCE

Dicksson Business & Law Firm London, UK

Sale Development Rep. 01/2024– 08/2024

• Conducted 80+ outbound phone calls and sent 50+ emails daily, engaging over 200 potential clients weekly and driving interest in legal services.

• Collaborated closely with Sales Executives to schedule 30+ consultation calls per month, directly contributing to the advancement of high-value deals.

• Sourced and qualified 100+ leads weekly using advanced software tools, maintaining prospects pipeline. Desjardins (Caisse Centre-Nord) Montreal, Canada

Wealth Management Advisor 01/2023 – 12/2023

• Successfully grew a client portfolio by delivering personalized strategies in savings, credit, and insurance that aligns with the client financial objectives and risk profile resulting in a 95% satisfaction rate.

• Developed and implemented a strategic outreach plan to target high net-worth individuals resulting in 10% growth in assets under management over 6 month period.

• Delivered 3 engaging and visually compelling presentations to train employees on market dynamics, interest rates, and future trends that our financial team can leverage. Zouz Agency Casablanca, Morocco

Real Estate Financial Analyst 04/2019 – 09/2019

• Assisted 10 clients to determine property type, optimal mortgage options and financing rates.

• Improved client retention rates by 11% by creating and managing a newsletter with the latest market trends and expert advice.

• Utilized DCF modelling to successfully evaluate nine apartment buildings for investment purposes resulting in identification of two high-potential investment properties with projected ROI of 15.

• LEADERSHIP

Morocco’s Student Association of Concordia Montreal, Canada VP Finance for MSAC 2019 – 2021

• Collaborated with 5 student associations in building ledgers and revenue forecasts for cultural events aimed at promoting our cultures outside the scope of Concordia. John Molson Investment Society (JMIS) Montreal, Canada Core Member / Presenter 2018 – 2021

• Lead weekly meetings to discuss events impacting the capital markets and presenting stock pitches. CERTIFICATES

Bloomberg Market Concepts - Canadian Investment Fund Course VOLUNTEERING

Chef4Good (2019) Young People’s Association (2017) Atlas du Manitoba (2015) Additional Information

• Computer skills: • Bloomberg • FactSet • Excel • Word • PowerPoint • DCF Modelling

• Languages: • English: Fluent • French: Fluent • Arabic: Fluent • Spanish: Conversational

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