George Fouad
Helmetta,USA
Summary
Dynamic and results-driven professional with a strong background in financial services, client relationship management, and data analysis. Proven expertise in sales support, process optimization, and client-centric solutions. Adept at aligning operations with organizational goals to drive success, and seeking a strategic role as a Sales Support Sr. Coordinator to leverage advanced problem-solving and organizational skills.
Overview
5
5
years of professional experience
Work History
Financial Service Representative
Fidelity Investments
Wayne, NJ
02.2024 - 04.2024
- Processed high-value financial transactions with precision, ensuring compliance with stringent regulatory standards
- Guided 20+ clients weekly on investment products and strategies, enhancing financial literacy and fostering informed decisions
- Delivered seamless client experiences by aligning interactions with Fidelity’s brand messaging and maintaining CRM data integrity
- Cultivated strong client relationships, driving retention and generating new business opportunities through referrals
Associate Banker – Market Expansion
JP Morgan Chase & Co.
Marlboro, NJ
10.2021 - 02.2024
- Supported market growth initiatives by identifying client needs, onboarding new accounts, and achieving sales targets
- Delivered exemplary service to 25+ clients daily, guiding them through digital banking tools for enhanced user experiences
- Collaborated with cross-functional teams to address complex account issues, streamlining operations for improved efficiency
- Spearheaded branch operational compliance audits, achieving a perfect pass rate by meticulously maintaining documentation
Equity Manager
NJIT Investment Fund
Newark, NJ
09.2019 - 03.2020
- Conducted in-depth research and valuation for five industry sectors, influencing investment decisions through data-driven insights
- Utilized advanced analytical tools like Bloomberg Terminal to craft impactful reports presented to executive leadership
- Innovated new forecasting models to identify emerging market opportunities, maximizing investment potential
Education
Bachelor of Science - Finance
New Jersey Institute of Technology
Newark, NJ05.2021
Skills
- Sales Support
- Administrative Support
- Data Analysis
- Client Relationship Management
- Marketing Coordination
- Communication Skills
- Problem-Solving
- Microsoft Office Suite
- Time Management
- Event Coordination
- Confidentiality management
- Client Presentation Skills
- Organization and Planning
- Team Collaboration
- General Math Skills
- Fluent in Arabic
Timeline
Financial Service Representative
Fidelity Investments
02.2024 - 04.2024
Associate Banker – Market Expansion
JP Morgan Chase & Co.
10.2021 - 02.2024
Equity Manager
NJIT Investment Fund
09.2019 - 03.2020
Bachelor of Science - Finance
New Jersey Institute of Technology
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