Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Hassan Hijazi

Hunt Valley,MD

Summary

Top-performing Investment Specialist (SIE, Series 7, Series 66) with a proven track record in complex trade execution and client relationship management. Delivers tailored solutions, resolves intricate trading issues, and consistently drives exceptional client outcomes.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Investment Specialist

Merrill Edge (Bank of America
Hunt Valley, Maryland
03.2025 - Current
  • Consistently achieved 5/5 Balanced Performer rating every month since start date
  • Generated 300%+ of referral goals on average, significantly exceeding performance expectations
  • Ranked Top Performer at site monthly and Top 4 Nationwide among Investment Specialists
  • Managed high-volume client interactions, executing trades across equities, options, mutual funds, and fixed income products to enhance client satisfaction
  • Resolved complex trading issues and account inquiries, providing tailored financial solutions that improved client trust and loyalty
  • Identified client needs and collaborated with Financial Advisors to generate high-quality referrals and foster relationship growth
  • Developed deep expertise across trading platforms, products, and market mechanics

Freelance Software Engineer

International Commercial
Oshikango, Namibia
05.2024 - 01.2025
  • Engaged with clients to understand their needs and provide tailored software solutions.
  • Delivered secure, user-friendly applications, ensuring client satisfaction and efficient problem resolution.
  • Collaborated with stakeholders to align project goals with business objectives.
  • Managed client communications, setting expectations and providing ongoing support.
  • Ensured smooth integration of software solutions into existing business workflows.

Software Engineer Intern

MyCom-OSI
London , United Kingdom
05.2023 - 09.2023
  • Collaborated with team to develop software solutions, enhancing operational workflows.
  • Participated in daily meetings to align development progress with client expectations.
  • Created technical documentation and guides, facilitating knowledge transfer for internal teams.
  • Supported clients by addressing technical inquiries and providing tailored solutions.

Education

Bachelor of Science - Computer Engineering

Boston University
Boston, MA
05-2024

Skills

  • Investment analysis
  • Financial analysis
  • Equities
  • Trade execution
  • Market research
  • Client relationship management
  • Project management
  • Leadership
  • Critical thinking
  • Active listening

Accomplishments

Bronze Award – Top performing Investment Specialist at site

Certification

SIE, Series 7, Series 66

Timeline

Senior Investment Specialist

Merrill Edge (Bank of America
03.2025 - Current

Freelance Software Engineer

International Commercial
05.2024 - 01.2025

Software Engineer Intern

MyCom-OSI
05.2023 - 09.2023

Bachelor of Science - Computer Engineering

Boston University
Hassan Hijazi