Mazen Abou Ismail

Provide personalized investment advice and recommendations based on thorough analysis of client profiles and risk tolerance.
●Consistently interfacing with an average of 20 clients daily and effectively arranging and conducting 2 in-person meetings.
●Proactively developed strong relationships with 7 new clients within a 2-month period, surpassing the target by achieving $350k in deals against the set goal of $300k.

Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
●Performed scenario analysis as part of strategic planning and investment analysis
●Identified, analyzed and resolved operational risks in business units.
●Identified, assessed, monitored, reported and controlled risks from an economic, market and quantitative perspective for all risk disciplines with a particular focus on market risk.
●Produced regular risk reports (Market Risk Report, Liquidity, and Counterparty Credit Risk Report).
●Supported risk budgeting and risk / asset allocation projects.
●Developed, maintained policies, procedures, and other governance documents, as necessary.
●Analyzed qualitative and quantitative information on the counterparty to determine credit limits.
●Reviewed any new major contracts or internal business proposals.