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Masroor Hassan

Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">TD</span>
Intro Book
Seasoned banking professional with experience in business development, management, and team leadership.
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Location
Burlington, Massachusetts, United Sta...
Languages
  • English -
  • Urdu -
  • Pashto -
Skills
  • Business Development
  • Management
  • Strategic Planning
  • Banking
  • Marketing
  • Show all
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Bio

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Masroor Hassan is a seasoned banking professional with extensive experience in business development, management, and team leadership. He has worked with top financial institutions, including TD and SunTrust, and has a strong background in strategic planning, marketing, and customer relationship management. Hassan holds a Bachelor of Arts degree from the University of Westminster and has received various certifications, including the Series 65 and NMLS Certified.

Credentials

  • Series 65
    FINRA
    Jul, 2021
    - May, 2026
  • Licensed Professional in Life and Health Insurance Program
    Massachusetts & New Hampshire
    Aug, 2019
    - May, 2026
  • NMLS Certified
    TD
    Apr, 2018
    - May, 2026
  • Anti Money Laundering Training and Competence Certificate
    Thomson Reuters
  • Improving Your Selling Skills
    IFC - International Finance Corporation
  • The Rotary Leadership Institute- RLI
    Rotary International
  • Up Your Service College by Ron Kaufman
    HBL - Habib Bank Limited

Experience

  • TD
    • Financial Advisor
      • Aug 2021 - Present

      Financial/Investment Advisory and Retirement planning

    • Financial Services Representative-II
      • Aug 2020 - Present

      Qualified for the President's Council for achieving over a million dollars in sales volume for the year.

    • Financial Services Representative-I
      • Apr 2019 - Jul 2020

    • Customer Service Representative
      • Mar 2018 - Mar 2019

  • SunTrust
    • Orlando, Florida Area
    • Personal Banker- 4
      • Jul 2017 - Dec 2017
      • Orlando, Florida Area
  • HBL - Habib Bank Limited
    • Karachi, Pakistan
    • Branch Manager
      • Aug 2014 - Jun 2016
      • Karachi, Pakistan
  • HBL - Habib Bank Limited
    • Karachi, Pakistan
    • Relationship Manager
      • Jan 2010 - Jun 2014
      • Karachi, Pakistan
  • Professional Employers Private Limited.
    • Karachi, Pakistan
    • Team Head- Client Relationship Management and Business Development
      • Nov 2007 - Dec 2009
      • Karachi, Pakistan
  • Park Crescent Fitness Centre (PCFC)
    • London, United Kingdom
    • Manager- Customer Servicing, Sales and Marketing
      • Sep 2000 - Mar 2007
      • London, United Kingdom

Education

  • University of Westminster
  • Stowe School, United Kingdom
  • Beacon House School
  • Harvard University
  • Pakistan Institute of Management (PIM)
  • University of Central Florida

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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