Associate
Greenstone Equity Partners
Total years of experience :10 years, 6 Months
• Maintaining relations with investors already known to GSE.
• Discovering and establishing relationships with new investors.
• Managing all investor related data on GSE’s CRM system.
• Identifying and developing new business opportunity, including new investment products and clients.
• Screening new business opportunity, including high level of due diligence.
• Assisting client in financial modeling and constructing deliverable materials including executive summary, placement summary report and investor presentation.
- Dealt with different foreign currency exchange rate in time of cash transactions and wire transfers.
- Assisted bank clients with information about bank forms and policies.
- Supervised and trained two employees on SADAD system and IPOs subscriptions system process.
- Executed foreign currency spot rate deals with treasury to serve private & upscale clients.
- Solid understanding of accounting & financial principles, processes and practices.
I only have completed 15 credit hours from the program.
I have graduated with a double major degree in Finance, Insurance & Risk management RELEVANT COURSE
Center for Intensive English Studies Intensive English Language Program
.