Ahmed Shehata
Jersey City,NJ
Overview
6
6
years of professional experience
Work History
Advisor Consultant
Lord Abbett
07.2021 - Current
- Maintained and built strong relationships with financial advisors by providing market updates, product information, sales support, and excellent customer service by engaging clients through phone calls, Zoom, and email.
- Developed and executed sales strategies resulting in product adoption in alternative strategies, Separately Managed Accounts and '40 Act Funds.
- Mentored junior consultants, fostering professional growth.
Founding President
Saint Peter’s University Student Invesment Fund
09.2020 - 05.2021
- Established a successful group of 15 undergraduates by developing and implementing strategic plans, research models, policies, and procedures.
- Invested in funds in the U.S with mentorship from Lord Abbett Partners.
Work-study
Saint Peter’s University
10.2017 - 10.2020
- Assisted Dr.Lisa O’Neill Sanders in research at Bob Dylan Archives for philosophical exploration of Bob Dylan’s art.
Business Analyst
Goldman Sachs Local College Collaborative
12.2018 - 05.2019
- Worked with Goldman Sachs coaches to evaluate alternative approaches to assist client to increase revenue and sales.
- Developed recommendations considering a full range of financial, operational, ethical and stakeholder factors.
- Presented recommendations to Goldman Sachs executives and business clients.
Intern
Trinity Church Wall Street
04.2018 - 01.2019
- Led and helped manage a community feeding program that assisted on average 150 people daily.
- Created and led four community information sessions on mental health, nutrition, finance, and professional success.
- Built partnerships with surrounding organizations and assisted in developing strategic plans for new skyscraper.
Education
Bachelor of Science - Double Major in Philosophy And Economics
Saint Peter's University
Jersey City, NJ06.2021
Skills
- Security Industry Essentials, Series 7, Series 66
- Excel (regression analysis, pivot tables), CRM, Targeted Marketing, Bloomberg Certification, Website Development
- Public Speaking in front of groups of clients and firm partners
- 3 years of experience in Product Sales
- Native Arabic Speaker
Additional Information
- First Place recipient Shark Tank Startup Competition
- President of Rotaract Club of Saint Peter’s University
- First-year class president
- Training in Jiu-jitsu and Muay-Thai for 2+ years
Timeline
Advisor Consultant
Lord Abbett
07.2021 - Current
Founding President
Saint Peter’s University Student Invesment Fund
09.2020 - 05.2021
Business Analyst
Goldman Sachs Local College Collaborative
12.2018 - 05.2019
Intern
Trinity Church Wall Street
04.2018 - 01.2019
Work-study
Saint Peter’s University
10.2017 - 10.2020
Bachelor of Science - Double Major in Philosophy And Economics
Saint Peter's University
Jiu-jitsu and Muay Thai enthusiast
Trained in these areas for 2 years