Managing Director
AIS Investment Services
Total des années d'expérience :9 years, 9 Mois
Developed financial and tax strategies to meet business needs as they arose.
Managed the capital request and budgeting processes for the organization.
Developed performance measures that maintained and supported the company's strategic direction.
Managed the accounting, investor relations, legal, tax, and treasury departments for the entire company.
Professionally managed the financial and management accounting system of the business organization.
Maintained the proper cash flow Management, balance sheet, P&L to meet financial need.
Maintained and nurtured banking relationships for multiple business lines.
Represented the company with investment bankers and investors.
Presented financial results to the board of directors on a timely schedule.
Maintained appropriate insurance coverage to avoid financial risk.
Ensured that the company complied with all legal and regulatory requirements.
Maintained a positive and professional relations with external auditors and investigated their findings and recommendations.
Monitored cash balances and cash forecasts for entire business line.
Arranged for debt and equity financing.
Maintained the proper level of Investment funds.
Maintained the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation, with stock, bonds, mutual funds, real estate investment trusts, options, futures, notes, and insurance to meet the needs of clients.
Demonstrated a full know-how of managing all aspects of a strategic finance function; management accounts, financial accounts, treasury (including hedging), acquisitions, controls, risk management and business planning.
Incorporated past experience with M&A activities and involvement in the valuation, due diligence and acquisition of companies and am comfortable leading such process at HQ level
Responsible for customer investments including direct investment in stocks or through collective investment products such as mutual funds and unit investment trusts/unit trusts, cash deposits, certificates of deposit, and bonds.
Maintained daily blotter logs to track account activity
Reconciled prior day's cash balances and investment positions
Identified Financial Goals and Needs on Risk, Investment, Retirement and Savings Management
Evaluated and Analyzed the Financial Status, Formulate and Present Financial Planning
Implemented Financial Planning Recommendations
Developed financial and tax strategies
Managed the capital request and budgeting processes
Developed performance measures that support the company's strategic direction
Managed the accounting, investor relations, legal, tax, and treasury departments
Oversaw the financial operations of subsidiary companies and foreign operations
Maintained adequate Cash flow Management, balance sheet, P&L
Maintain banking relationships
Represented the company with investment bankers and investors
Reported financial results to the board of directors
Responsible for maintaining appropriate insurance coverage
Ensured that the company complies with all legal and regulatory requirements
Maintained positive working relations with external auditors and facilitated how to investigate their findings and recommendations
Monitor cash balances and cash forecasts
Prepared financial statements in accordance to international accounting standards.
Prepared regulatory reports and other periodical reports.
Responsible for the reviewing and advising the accounting treatment for complex transactions.
Maintained proper tools to evaluate the performance of financial assets including loans and equities
As a Private Client Advisor (PCA) I served as a relationship manager, or single point of contact, with Wells Fargo Private Bank. I built a customized relationship team of specialists around the needs of clients and helped orchestrate the overall experience received by the client with this group of specialists.
This included being a professional that rendered financial services to individuals, businesses, and governments. This involved investment advice, which may include pension planning, and/or advice on life insurance and other insurances such as income protection insurance, critical illness insurance etc., and/or advice on mortgages.
Responsible to clients for maintaining the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. I would use many different tools some include; stock, bonds, mutual funds, real estate investment trusts, options, futures, notes, and insurance to meet the needs of clients.
Directly responsible for over 150 million in client assets
Maintained daily blotter logs to track account activity
Reconciled prior day's cash balances and investment positions
Identify Financial Goals and Needs on Risk, Investment, Retirement and Savings Management
Evaluate and Analyze Financial Status, Formulate and Present Financial Planning
Implement Financial Planning Recommendations
Established, Defined and maintained Relationships with Customers
Prepare the annual budget of the bank broken down by department and by each cost element.
Provided the necessary training to all department heads and managers in the preparation and control of the budget
In conjunction with the treasury department, ensured that the required funds were available as per the agreed plan
Ensured that all payments are made on due date to suppliers.
Monitored receivables.
Ensured that all financial and management accountings are kept up-to-date at all times.
The direct liaise with the internal and external auditors to audit the books as per the plan.
Submitted the relevant reports to the General Manager and external auditors on the due date.
Ensured that all books are closed on due date (monthly, quarterly and annually)
Participated in the annual report preparation by submitting the relevant reports related to the required department
Rendered financial services and advice to individuals, businesses, and governments
Delivered Investment advice pension planning, and/or advice on life insurance
Created action plans to cover Income protection insurance, critical illness insurance planning
Maintained a regular contact with local, regional and international banks for effective relationship needed to enhance the bank activities.
Business Administration - Finance, MBA, GPA 3.75/4.00
Bachelor of Science in Business Administration, Bachelor (BSc/BA), GPA 3.25/4.00
