Fadi Boustany
Senior Equity Dealer and Financial Analyst at ANB Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Full professional proficiency
-
Arabic Native or bilingual proficiency
-
French Full professional proficiency
Topline Score
Bio
Credentials
-
Broker Dealer Qualification Certificate (CME3)
The Financial Academy | الأكاديمية الماليةJun, 2014- Nov, 2024 -
Capital Market Examination 1 (CME1)
The Financial Academy | الأكاديمية الماليةNov, 2013- Nov, 2024
Experience
-
anb capital
-
Saudi Arabia
-
Investment Banking
-
100 - 200 Employee
-
Senior Equity Dealer and Financial Analyst
-
Mar 2007 - Present
• Analyze and research prospective companies by performing financial due diligence, reviewing historical financial data, evaluating the companies’ risk status and raising awareness based on international market analysts.• Perform IT tasks online by educating 10+ clients daily on products while providing customer and technical support, ensuring excellent customer service and smooth operations.• Coordinate with the marketing department to handle and manage 100+ new clients yearly by promoting products and services while explaining the benefits of each, upselling products and increasing revenues by 20% yearly.• Manage offline trading by receiving 80+ calls daily to execute equity purchases up to $17M+, including mutual funds, options, Index funds and equities, using the Pershing platform, ensuring maximum profit through price monitoring.• Assume Senior Investment Relations Manager responsibilities for the first 2 years to maintain workflow.• Liaise with brokers in the USA to handle large trading deals up to $3M+, performing final reviews to ensure that trades are executed 100% accurately.• Oversee portfolio asset management for individual clients up to $15M+ by tracking portfolio performance and risk strategy results, incorporating observations to existing models to improve predictive results and reduce risks.• Partake in meetings with management to discuss performance, risks, and opportunities while overseeing various functions and coordinating with IT, risk, operations, sales, marketing, and compliance departments.• Monitor and review trade operations to verify 100% accuracy, ensuring conformance with the rules and regulations of the governing organizations. Show less
-
-
Senior Investment Relations Manager
-
Jan 1998 - Feb 2007
• Performed monthly on-site visits to prospective clients using various approaches, including teaming with locals, conducting profile studies, and attaining referrals, resulting in signing 250+ clients and accelerating r revenues by $1M+ yearly.• Explained company benefits to clients by portraying how the clients’ financial needs and goals align with the company’s products and through a tailor-made portfolio, gaining clients’ trust and maintaining customer retention.• Managed and monitored 60+ High-Net-Worth accounts yearly by developing investment strategies based on clients’ goals and risk tolerance, updating clients on the portfolio status through quarterly reports and acting accordingly.• Organized monthly seminars and brunch events for HNWI by coordinating with other departments to customize gifts, gaining 20+ VIP clients yearly and increasing commission-based revenues by 65%+.• Presented, integrated, and implemented product and service diversity, including EU, American, Asian funds, and more, actively pursuing opportunities to acquire additional assets and new clients. • Resolved account issues and answered all client’s inquiries and concerns by applying product and procedural knowledge, achieving client satisfaction and providing an excellent customer experience.• Compiled, gathered, and validated clients’ personal and financial information while protecting the clients’ confidential data, ensuring all documents complied with the company’s rules and policies. Show less
-
-
-
TD
-
Canada
-
Banking
-
700 & Above Employee
-
Financial Market Analyst
-
Feb 1990 - Oct 1995
• Monitored investment performance and asset allocation using strategic software, ensuring all investment compliance regulations were met while identifying changes in market trends that required investment strategy modifications • Oversaw the balance sheet and portfolio management of 50+ accounts yearly up to $35M+ by trading equities, options, bonds, money market, and REITS funds, achieving an average net-return up to 25%. • Delivered pitches to new clients on prospective investment opportunities that match with the clients’ goals by conducting market and financial analysis and financial statements, recommending effective investment decisions. • Presented 10+ seminars to new clients yearly by raising awareness on financial plans, investment opportunities, and stocks, onboarding clients and increasing the bank’s revenues by 50%. • Developed financial forecasts on returns and risks using spreadsheets and market analysis, achieving 70% accuracy and reducing risks. • Prepared and delivered 2 monthly reports to management and quarterly reports to existing clients on time to update on the portfolio and investment status, attaining the clients’ authorization and trust to perform future operations. • Coordinated with 3 teammates to advise clients on medium to long-term asset allocation and investment plans by determining the clients’ risk tolerance and explaining risks and benefits, granting facilities up to 200%. Show less
-
-
Education
-
1990 - 1992
University of Toronto
Master's degree, Business Administration and Management, General -
1983 - 1986
Saint Joseph University of Beirut
Bachelor's degree, Finance, General
Community
