Summary
Overview
Work History
Education
Skills
Websites
Languages
Certification
Accomplishments
References
Timeline
Generic

Mohammad Atshan

Wisconsin

Summary

Dynamic professional with extensive experience at U.S. Bank in financial management and mutual fund accounting. Proven track record in driving revenue growth through effective sales strategies and exceptional communication skills. Adept at problem-solving and maintaining compliance, ensuring operational excellence in fast-paced environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Transfer Agent Accountant

U.S. Bank
Milwaukee, Wisconsin
07.2022 - 02.2024
  • Managed the transfer of securities and ensured timely processing of requests.
  • Provided timely responses to inquiries from internal staff, external customers, and other financial institutions regarding account status or other issues.
  • Managed daily mutual fund accounting processes for multiple investment portfolios.
  • Prepared financial statements and reports for compliance and regulatory purposes.

Sales Management

Metro by T-Mobile
Milwaukee, Wisconsin
09.2019 - 06.2022
  • Managed and trained staff on daily processes, enhancing order placement and customer interactions.
  • Negotiated favorable vendor terms for orders, deliveries, product quality, and services.
  • Developed and implemented sales strategies that consistently exceeded targets, driving revenue growth.
  • Conducted performance reviews and provided constructive feedback, promoting productivity improvements.
  • Ensured compliance with company policies and regulatory requirements in customer service processes.
  • Trained staff on compliance procedures and problem-solving techniques to resolve customer issues.
  • Maintained operational standards, contributing to a well-organized and efficient store environment.

Education

BBA - Finance

UW-Milwaukee
Milwaukee
01.2022

Diploma -

Greenfield high school
Greenfield
01.2017

Skills

  • Financial management
  • Mutual fund accounting
  • Sales operations
  • Database skills
  • Communication skills
  • Finance
  • Microsoft Excel
  • Problem solving

Languages

Arabic
Native/ Bilingual

Certification

Health, Life, Property and Casualty insurance licenses

Accomplishments

Honors Certification from University of Wisconsin Milwaukee

References

Natasha Perry, Manager at US Bank

414-232-3455

Timeline

Transfer Agent Accountant

U.S. Bank
07.2022 - 02.2024

Sales Management

Metro by T-Mobile
09.2019 - 06.2022

BBA - Finance

UW-Milwaukee

Diploma -

Greenfield high school

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