Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Hassan Elbissat

Florence,AZ

Summary

Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.

Overview

3
3
years of professional experience

Work History

Acquisions advisor

Empower
11.2024 - Current
  • One of the top producers on my team brining in $800,000 a month
  • Managed my pipeline efficiently to ensure sales closed within two weeks
  • Created Comprehensive reports to review Client’s budget, Breakeven points, and overall financial plan to deliver actionable insights to improve financial outcomes
  • Drove $300,000 in monthly contributions by successfully onboarding clients to tailored IRA plans through Cost benefit and sensitivity analysis
  • Developed and managed customized budgets for clients to align with financial goals ensuring adherence to client and organizational objectives

Financial advisor

Morgan Stanley
07.2022 - 10.2024
  • Top producing advisor bringing in 4 million in new money every quarter
  • Fostered detailed planning conversations to identify client needs and discover investment opportunities
  • Created investment/asset allocation models and proposed strategies to capitalize on market, risk, and insurance opportunities
  • Partnered with cross-functional teams in consulting with clients to provide asset management, risk strategy and mitigation which increased AUM by 30%
  • Communicated effectively and efficiently to overcome client objection while developing a sales plan to close on leads
  • Developed and managed annual budgets, Variance analysis, and delivered actionable Insights to improve Financial outcomes

Education

Financial Certification -

FINRA
04.2021

Bachelor of Science in Business Administration - Finance

W.A. Franke College of Business
Flagstaff, AZ
04-2021

Skills

  • Data collection & research
  • Financial modeling and forecasting
  • Cost accounting and regulatory compliance
  • Process improvement and strategic planning
  • Risk management
  • Data Analysis in Excel
  • Financial and operational reporting
  • Investment management
  • Financial statement analysis
  • Engaged Listening
  • Market Analysis
  • Strategic Task Coordination
  • Financial planning
  • Equity Trading Skills
  • Analytical Skills
  • Client Relationship Management
  • Interpersonal Communication Skills
  • Project Leadership

Timeline

Acquisions advisor

Empower
11.2024 - Current

Financial advisor

Morgan Stanley
07.2022 - 10.2024

Financial Certification -

FINRA

Bachelor of Science in Business Administration - Finance

W.A. Franke College of Business

Similar Profiles

CREATE PROFILE
Hassan Elbissat