Btissam (sofie) Jaafar
Tampa,FL
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
16
16
years of professional experience
Work History
Senior Investment Advisor
Mazili Hotel Group
Tampa, FL
01.2019 - Current
- Cultivate and strengthened relationships with new and existing clients at Mazili Hotel Group
- Utilize effective networking strategies, including phone, email, and social media, resulting in a 40% expansion of the client network.
- Act as an advisory and help investors make sound decisions relating to hospitality investments .
- Evaluate the property acquisition recommendations from financial perspectives and judge the feasibility of the prospective investment.
- Overseas and manages multiple offices nationwide for the company’s brokerage division.
Associate Portfolio Consultant
Charles Schwab Inc
Orlando, FL
03.2015 - 04.2018
- Collaborated with Portfolio Consultants at Charles Schwab Inc., conducting in-depth financial consultations and implementing disciplined, non-discretionary advice
- Developed and presented tailored proposals for new investments, resulting in a 25% increase in client assets under management
- Conducted portfolio performance reviews, implemented new strategies, and provided expert advice, contributing to a 20% improvement in portfolio performance metrics.
- Evaluated long/short equity managers by decomposing historical performance into returns attributable to beta and alpha
- Programmed using MS Excel, MS Access, and VBA
- Constructed and tested the valuation models with DCF, P/E, P/S, P/B ratio, and EBITDA approach.
- Modeled key revenue drivers and earnings estimates for sector coverage utilizing company released data and metrics published by market providers.
Registered Representative II
Charles Schwab & Co
Orlando, FL
02.2011 - 01.2015
- Partnered with portfolio manager and trading desk, and provided financial analysis to facilitate trade decisions.
- Built strong understanding of financial markets and investment products to make strategic recommendations to clients.
- Educated diverse clients on investment strategies, retirement planning, and financial planning techniques, resulting in a 25% increase in client satisfaction scores and a 30% growth in the client base
- Provided due diligence for IPO of small cap and assisted companies with development and sale of initial public offering (IPO).
- Assisted with the achievement of financial goals and execution of various trades on the NYSE, NASDAQ and other exchanges.
Senior Institutional Operations Specialist
Charles Schwab & Co
Maitland, FL
02.2008 - 03.2011
- Coordinated daily workflow, trained operations staff, and built high-quality relationships between investment advisors and Schwab's advisory service.
- Facilitated conference calls with investment advisory clients to promote additional assets and strengthen relationships.
- Trained and oversight of operations staff in the areas of complex organizational account types and areas of investment concepts such as investment planning, taxation, estate and retirement planning
- Identified areas of improvement in current operations systems and implemented changes accordingly.
- Supported asset transfers, lender and equity requests and audit inquiries.
Education
Certificate - Financial Planning And Services
Cannon Financial Planning Academy
Orlando03.2018
Bachelor of Science - Finance
University of Central Florida
Orlando, FL12.2007
Skills
- Income
- Investment Analysis
- Data Management
- ACH
- Risk Management
- Potential Acquisition Targets
- Risk Tolerance
- Credit Analysis
- High NET
- Market Research
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Senior Investment Advisor
Mazili Hotel Group
01.2019 - Current
Associate Portfolio Consultant
Charles Schwab Inc
03.2015 - 04.2018
Registered Representative II
Charles Schwab & Co
02.2011 - 01.2015
Senior Institutional Operations Specialist
Charles Schwab & Co
02.2008 - 03.2011
Certificate - Financial Planning And Services
Cannon Financial Planning Academy
Bachelor of Science - Finance
University of Central Florida
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