Mo Allam, MBA, CTP
Los Angeles,United States
Summary
Multilingual banker, Summa Cum Laude MBA graduate, Certified Treasury Professional with over 10 years of banking and financial services experience and excellent and proven skills in operation, treasury & cash management & business development.
Overview
13
13
years of professional experience
Work History
Vice President - Sr. Entertainment Account Manager
City National Bank
12.2018 - Current
- Servicing and Growing deposits and fee income from cash management and integrated payments from a large book of Entertainment banking clients primarily in the Music and Film industry as well as large business management firms. Duties includes opening new accounts , credit cards, merchant accounts,setting up new treasury solutions and prepare proformas for certain treasury solutions/packages and cross-sell other bank products and services.
- Primary contact with customers/prospects for day-to-day operational and treasury needs, providing proactive, collaborative and consultative support including technical support for treasury and cash management issues and daily reviews of large deposits and immediate credit requests based on assigned limits.
- Lead semi annual/annual deposit and treasury service reviews for large entertainment clients ( i.e clients with over $100mm in revenues).
Cash Management Sales Officer
Bank Of The West
02.2016 - 12.2018
- Grow fee income from a portfolio of business banking clients with annual revenue ranging from $1MM- $20MM with focus on manufacturers, property management firms , non for profit organizations and professional services providers .
Global Cash Management Sales Officer
HSBC
01.2011 - 12.2015
- Partner with commerical banking relationship management RMs to grow commercial banking group's fee income from global cash management including global receivables , payables and international banking solutions with focus on multinational firms in the media , travel and contracting sectors.
Education
MBA - Finance
California State University
Los Angeles, CA12.2022
BBA - Finance
University of New Brunswick
Cairo,Egypt07.2007
Skills
- Credit Analysis
- SAP Treasury , Oracle NetSuite & Kyriba
- Sales and Business Development
- FIS
- Quickbooks
- Excel (Advanced)
Timeline
Vice President - Sr. Entertainment Account Manager
City National Bank
12.2018 - Current
Cash Management Sales Officer
Bank Of The West
02.2016 - 12.2018
Global Cash Management Sales Officer
HSBC
01.2011 - 12.2015
MBA - Finance
California State University
BBA - Finance
University of New Brunswick