Amr Soliman
Red Bank
Summary
Accomplished finance professional with a strong foundation in technical skills and a proven track record spanning diverse areas of expertise. My journey in finance began with a Wall Street internship following high school. I later earned a Bachelor's degree in Finance from Rowan University while excelling academically and athletically. After graduation, I returned to Wall Street and continued developing financial market expertise before transitioning into a technical management role. During the COVID-19 period, I joined Elite Finance Team where I led sales and marketing initiatives combining experience in sales, technology, and marketing strategy.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Head of Sales & Marketing
Elite Finance Team
Red Bank, NJ
06.2021 - 01.2026
- Developed and implemented strategic marketing plans to increase brand awareness and reach target markets.
- Managed a team of sales representatives to ensure performance goals were met.
- Monitored campaign performance metrics to evaluate marketing and sales initiatives.
- Built strategic partnerships that expanded business opportunities.
- Identified new customers through networking and outbound outreach.
- Provided staff training on product knowledge, sales techniques, and customer service.
- Implemented SEO strategies that increased website traffic and lead flow.
- Analyzed competitor offerings to develop stronger market positioning.
Technical Manager
Ace Athletes LLC
Long Branch, NJ
01.2020 - 01.2026
- Developed and launched a fully functional website and CRM platform improving client management.
- Trained staff on IT systems and operational technology improving efficiency.
- Designed operational strategies aligned with growth goals and budget constraints.
- Executed digital marketing strategies that produced significant business growth.
Investment Advisor
Phoenix Financial
Wall Street, NY
06.2018 - 01.2020
- Advised individuals and businesses on financial strategies and investment planning.
- Developed financial models to analyze portfolio performance and risk.
- Prepared investment presentations and financial reports.
- Monitored market activity and conducted portfolio performance analysis.
- Assisted with audit documentation and reconciliations.
Assistant Property Manager
Nexus Properties
Glassboro, NJ
06.2016 - 06.2018
- Conducted property inspections and coordinated maintenance improvements.
- Resolved tenant maintenance issues and managed property operations.
- Prepared financial and operational reports for management.
Finance Intern
Legend Finance
Manhattan, NY
06.2012 - 06.2013
- Assisted with financial modeling and investment performance analysis.
- Monitored market movements and created portfolio summaries.
- Supported preparation of financial presentations for senior management.
Education
Bachelor of Science - Finance
Rowan University
Glassboro, NJ06-2018
Associate Degree - Business Administration
Brookdale Community College
Lincroft, NJ06-2014
Skills
- Excel
- PowerPoint
- Microsoft Word
- JavaScript
- SQL
- High Ticket Sales
- Marketing / Client Generation
- Series 7 Certification
- Sales Training & Development
- Financial Analysis
- Risk Management
- Business Process Development
- Financial Risk Assessment
- Data-driven decision making
- CRM management
- Creative direction
- Pricing strategy
- Competitor analysis
- Sales pipeline management
- Sales performance
- Strategic planning
- Marketing analytics
- Performance tracking
- Teamwork and collaboration
- Public speaking
- Staff management
- Training and onboarding
Certification
- Series 7 Certification
- NASM Certification
- Driver's License
Additional Information
Fluent in English and Arabic with conversational proficiency in Spanish.
Additional Information
Passionate about personal development, attending seminars, and continuous learning through reading and professional education.
Top Producer 2022,2023, and 2024
Awarded the top producing advisor 3 straight years for Elite Finance Team while still working a semi-managerial role.
Timeline
Head of Sales & Marketing
Elite Finance Team
06.2021 - 01.2026
Technical Manager
Ace Athletes LLC
01.2020 - 01.2026
Investment Advisor
Phoenix Financial
06.2018 - 01.2020
Assistant Property Manager
Nexus Properties
06.2016 - 06.2018
Finance Intern
Legend Finance
06.2012 - 06.2013
Associate Degree - Business Administration
Brookdale Community College
Bachelor of Science - Finance
Rowan University