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Dany Feghali, Centre Manager - Wealth Management

Dany Feghali

Centre Manager - Wealth Management·Commercial Bank of Dubai

United Arab Emirates

Master's degree, Executive

Work experience

Total years of experience: 14 years, 9 months

Centre Manager - Wealth Management

January 2010 - August 2012

Commercial Bank of Dubai

United Arab Emirates

January 2010 - August 2012

➢ Commercial Bank of Dubai - UAE
(January 2010 -) Centre Manager - Wealth Management

• Managing a team of relationship managers and customer support officer
• Handling relationships of High Net Worth Individuals (nationals & expatriates)
• Monitoring customers portfolio and recommending suitable investments decisions
• Helping customers to start offshore Private Banking relationships and Trust accounts

Company industry:
Banking
Job role:
Other

Assistant Vice President - Wealth Management

August 2005 - December 2009

Citibank N.A. - UAE

Dubai, United Arab Emirates

August 2005 - December 2009

➢ Citibank N.A. - UAE
(August 2005 - December 2009) Assistant Vice President - Wealth Management

• Handled relationships of High Net Worth Individuals (expatriates)
• Monitored customers portfolio and recommending suitable investments decisions
• Acted as Branch Banking Head by delegation
• Prepared investments presentations and provided products information

Company industry:
Banking
Job role:
Management

Relationship Management

January 2001 - July 2005

Clearstream Banking Luxembourg

Dubai, United Arab Emirates

January 2001 - July 2005

(January 2001-July 2005) Relationship Management - Institutions/Corporates

Part of Deutsche Borse Group, Clearstream Banking is an international clearinghouse for securities,
With core activities: Custody, Clearing and Settlement

• Regional exposure to banks and financial institutions
• Increased bank's customers and profitability, using lending products: Automatic Securities Lending,
Strategic Securities Lending and Tripartite Repo
• Monitored daily trading activities to insure trades Matching and Delivery Versus Payments

Company industry:
Banking
Job role:
Other

Accountant / Auditor

October 1995 - October 1998

Bureau d'Analyse et d'Expertise Comptable

Beirut, Lebanon

October 1995 - October 1998

➢ Bureau d'Analyse et de Revision Comptable (BARC) - Lebanon
(October 1995 - October 1998) Accountant / Auditor

BARC is a Lebanese accounting and auditing firm

• Prepared Balance Sheet, Profit/Loss and Cash Flow statements
• Prepared audit reports according to International Accounting Standards

Company industry:
Accounting
Job role:
Accounting and Auditing

Education

London Business School

August 2012

August 2012

Master's degree, Executive

United Arab Emirates

Jan 2012 - London Business School Reading for an Executive MBA (2012-2013)

CISI

December 2010

December 2010

Diploma, International Wealth Management

United Arab Emirates

Dec 2010 CISI - (Chartered Institute For Securities & Investment) Int'l Certificate in Wealth Management

Saint Joseph University

June 1999

June 1999

Master's degree, Finance

Lebanon

Jun 1999 Saint Joseph University Masters in Finance

Skills

Offshore
Expert
Offshore
Expert
Wealth
Expert
Wealth
Expert
Wealth Management
Expert
Wealth Management
Expert
Securities
Expert
Securities
Expert
Banking
Expert
Banking
Expert
BANKING
Expert
BANKING
Expert
SECURITIES
Intermediate
SECURITIES
Intermediate
WEALTH MANAGEMENT
Expert
WEALTH MANAGEMENT
Expert
Banking
Expert
Banking
Expert
Securities
Expert
Securities
Expert
Wealth Management
Expert
Wealth Management
Expert
Wealth
Expert
Wealth
Expert
Offshore
Expert
Offshore
Expert

Languages

Arabic
Expert
English
Expert
French
Expert

Training and Certifications

Training
Securities
ISMA - International Securities Market Association
Mar 2005