Sheik Syed

• Founded and scaled a boutique investment and consulting firm, providing high
impact strategic advisory services in finance, operations, and business
transformation.
• Developed and executed business strategy that drove client acquisition, revenue
growth, and long-term partnerships.
• Led full-lifecycle consulting projects, including requirements gathering, gap
analysis, process optimization, and solution implementation.
• Managed end-to-end project portfolios with full accountability for budgets,
timelines, risks, and cross-functional delivery.
• Conducted in-depth financial and market analysis to support investment
decisions and strategic recommendations.
• Built executive-level stakeholder relationships while ensuring regulatory
compliance and governance.

• Led multiple Salesforce implementations across healthcare, banking, and
financial services clients, including Health Cloud at Lifespan, Sales & Service
Cloud at Wells Fargo, and product ownership at Mizuho Bank.
• Directed full lifecycle projects from requirements gathering and gap analysis to
solution design, integration, and deployment.
• Managed cross-functional teams of 15-20+ using Agile/Scrum methodology,
consistently delivering projects on time and within budget.
• Implemented automation solutions that improved operational efficiency and
reduced manual processing time by up to 30%.
• Ensured regulatory compliance (HIPAA, SOX, GDPR, PCI-DSS, FCRA) while
managing risk and stakeholder expectations.
• Owned product roadmaps, backlog prioritization, and client workshops, resulting
in high user adoption and measurable business outcomes.

• Led regional sales operations for elevators and escalators across the Middle
East, driving revenue growth and market expansion.
• Managed key client relationships with contractors, developers, and government
entities, securing major projects through strategic negotiations.
• Developed and executed sales strategies, sales forecasts, and business
development plans to meet and exceed annual targets.
• Collaborated with technical and project teams to ensure seamless delivery of
solutions from sales to implementation.
• Conducted market analysis and competitor benchmarking to identify new
opportunities and optimize pricing strategies.
• Mentored and led a sales team while implementing Salesforce as the CRM
platform to improve lead tracking, pipeline management, and reporting.

• Delivered technical sales and solution engineering for elevators, escalators, and
large-scale stadium screen projects in the GCC region.
• Managed end-to-end sales cycle, including client consultations, site
assessments, technical proposals, and contract negotiations.
• Collaborated with engineering and project teams to ensure seamless project
delivery and client satisfaction.
• Conducted product demonstrations, training sessions, and after-sales support to
drive repeat business and market expansion.
• Supported project coordination and delivery engineering activities for complex
installations.