Ibrahim A. Dabsheh
Cedar Park,TX
Summary
Insightful professional in financial services field, known for high productivity and efficient task completion. Possess specialized skills in market analysis, risk management, and client portfolio optimization. Excel in communication, problem-solving, and adaptability, ensuring success in fast-paced environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
LICENSED BROKER FINANCIAL REPRESENTATIVE
Charles Schwab
Austin, Texas
11.2023 - Current
- Coordinated with internal teams, including analysts and support staff, to ensure seamless execution of investment strategies and client service.
- Utilized advance trading platforms such as Thinkorswim and tools to optimize trade execution
- Collaborated with colleagues across departments to deliver financial solutions to clients
- Maintained a thorough understanding of the financial industry regulations and compliance standards
INVESTMENT ANALYST
U.S. Metro
Kingston, Pennsylvania
05.2022 - 10.2023
- Conducted comprehensive financial analysis and due diligence on potential real estate investment opportunities, including property acquisitions, developments, and projects
- Developed and maintained complex financial models to evaluate investment scenarios, project cash flows, and calculate investment returns such as internal rate of return (IRR) and net present value (NPV)
- Conducted in-depth market research, analyzing real estate market trends, economic indicators, property sales and rental data, and demographic factors to assess market conditions and identify investment opportunities
Education
Bachelor of Business Administration - Finance, Corporate Valuation
Temple University – Fox School of Business
Philadelphia, PA06.2022
Skills
- Quantitative
- Qualitative
- Analytical
- Communication
- Customer Service
- Organizational
- Microsoft Word
- Microsoft Excel
- PowerPoint
- JavaScript
- Micro bit
- Salesforce
Certification
- Bloomberg Market Concepts, 10/22
- SIE (FINRA), 12/23
- Series 7 (FINRA), 03/24
- Series 63 (FINRA/NASAA), 03/24
Timeline
LICENSED BROKER FINANCIAL REPRESENTATIVE
Charles Schwab
11.2023 - Current
INVESTMENT ANALYST
U.S. Metro
05.2022 - 10.2023
- Bloomberg Market Concepts, 10/22
- SIE (FINRA), 12/23
- Series 7 (FINRA), 03/24
- Series 63 (FINRA/NASAA), 03/24
Bachelor of Business Administration - Finance, Corporate Valuation
Temple University – Fox School of Business
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