SOUAD AJAN
McLean,VA
Summary
Strong background in many topics including International Economy, Investment, Research, Governmental relations, International Affairs, Finance, Management, Mortgage, Sales, Marketing, Treasury, Planning, Statistics, Business administrative, Accounting, NGOs, Education and Comparable Public/Private sector development, they are a collective skillset on two levels: the strategic and technical.
Overview
20
20
years of professional experience
Work History
Sinor Premier Banker/ Investment Officer
Wells Fargo
12.2023 - Current
- Develop strong pipeline of good quality direct equity upstream investment opportunities for bank through proactive business development and employing sector/country knowledge for hundred prospects in partnership with team of ten.
- Work with high-net-worth clients, providing financial planning, advice, service and develop pipeline of equity and debt upstream investment opportunities for investors.
- Streamlined operations and prioritized tasks, allowing senior staff to increase revenue by 25%
Economic Analyst/WeInstitute Fellow
World Engagement Institute
04.2015 - Current
- Organizational immunity to corruption and building theoretical and research foundations.
- Experience in project management, including executing against implementation plans with defined business development milestones.
- Working on questions at intersection of geo-politics, and foreign policy.
- Research in connecting international development Syrian professionals with universities, academics, and international organizations.
SVP/ Private Client Advisor
Bank of America
06.2022 - 09.2023
- Identify and manage clients’ relationships within high-net-worth market.
- Knowledge of Chief Investment Office (CIO) closing bell daily report, capital market overview, Investment market, and national wealth strategy
- Analyzing financial markets and its impact on American economy, work to open new market to bank's investors.
- Support on digital ecosystem building work to create pathways for private investment.
- Building book of business with names of local and international businessmen as prospects, depending on own relationships.
- Conducted regular portfolio reviews with clients to assess performance, discuss any concerns, and make necessary adjustments based on changing financial goals or market conditions.
- Assisted clients in navigating complex estate planning processes, collaborating with legal experts as needed.
- Coordinated with external professionals such as CPAs and attorneys to develop comprehensive wealth management plans for clients.
Credit Solution Advisor
Bank of America
08.2018 - 05.2022
- Originate loans and meet real estate residential mortgage loan operational standards
- Expert in bank regulations, rules, acts, compliance, fraud, money transfer, sanctions, and risks
- Managed approximately 30 incoming calls, emails and faxes per day from customers.
- Leverage business intelligence tools to build data-driven solutions for business development.
- Navigated challenging client situations with diplomacy and professionalism, preserving long-term business relationships.
Loan Officer Assistant
Devon Bank
07.2015 - 08.2016
- Reduced processing time by maintaining organized system for tracking outstanding documents and follow ups.
Project Manager in L5
Trupiano Investment, LLC
12.2011 - 07.2012
- Developed and facilitated five leadership program training for international students.
- Leadership within Profession and Bank.
Economic Advisor
Syrian Business Incubator
05.2004 - 07.2011
- Work with team to write assessment to European Union to measure progress of Syrian government’s performance from private sector point of view.
- Conducted feasibility studies for private sector and commercial partners
- Work closely with European Investment Bank in Damascus, to grant loans to high-net investors.
- Assist in developing market feasibility assessments, formulating implementation strategies, and crafting market entry plans for Upstream projects.
- Expert in Accreditation Certificates, money wireless between countries, exports & imports, tender offers, and foreign trade transactions.
- Developed and maintained strong relationships with external partners, including research institutions and private sector organizations, to advance shared objectives.
- Developed actionable recommendations for improving macroeconomic stability through targeted interventions in key sectors.
Economic Analyst/ Deputy Director of Strategic Pla
Syrian Ministry of Industry
01.2004 - 07.2011
- Government official representative in EU-Commission in Brussels
- Work with European Union experts in field of economics and public policy, focusing on issues related to MENA and Arab-Israeli relations.
- Coordinate implementation of European-Mediterranean industrial Charter for Enterprise from technical and international levels.
- Coordinating between all state ministries and collecting data to measure progress of Syrian government’s performance and apply data to action matrix, which was designed by EU to cover ten axes of countries’ economy
- Working for Economic Reform Program with experts from UNDIP, UNIDO, GTZ, and World Bank.
- Ability to analyze and apply economic theory and principles to areas related to financial markets.
- Working to develop private sector expanding to international market.
- Committee member of government entity to establishing Damascus’s Stock Market.
- Developed Syria plan of action for developing Small-Medium Enterprises (SME)
- Assist in writing Tenth Five-year Development Syrian Plan, using statistical data.
Education
MBA - Business Administration And Management
07.2012
Bachelor of Science - Economics
07.1997
Skills
- Research experience and analysis both in English and in Arabic
- Experience in 'ex-ante-evaluation' and in applying M&E approaches, methods, and tools
- Strong analytical and quantitative skills with demonstrated ability to use statistical methods and interpret economic models
- Knowledge of economic climate, related market developments, macroeconomic and microeconomic, financial surveillance, including forecasting and analysis of global economic trends
- Federal licensed (NMLS, FINRA)
International Courses Certifications
- U.S Public Policy: Social, Economic, and Foreign Policies Certificate by HarvardX University.
- Macroeconometric Forecasting by IMF training.
- Aprille Trupiano Leadership Coaching/ L5 Leadership course.
- Formation of Economic Policies/ Japan International Cooperation Agency
- Business, industrial Plans and Economic Feasibility Studies/United Nations Industrial Development Organization (UNIDO)
- Business and industrial Plans and Feasibility Studies/Deutsche Gesellschaft für Internationale Zusammenarbeit (GTZ)
- Results Oriented Performance Mgt. Systems, Principles of Monitoring and Evaluation by (GTZ)
- Development of the Social Market Economy by (GTZ)
- Business Communication Skills by (GTZ)
- Trade Negotiations, the roles of WTO and the bilateral agreements under WTO/ SIDA Swedish International Development Cooperation
- Public Administration/Institute of National Administration (INA) France.
- Quality and SMEs Development/ Standards and Industrial Research Institute of Malaysia (SIRIM)
- Industrial Policy Development/ European Commission, Institutional & Sector Modernization Facility (ISMF)
- Value Chain Development & Industrial Clusters/European Commission, Institutional & Sector Modernization Facility (ISMF)
Degrees
- B.S.
- M.S.
Timeline
Sinor Premier Banker/ Investment Officer - Wells Fargo
12.2023 - Current
SVP/ Private Client Advisor - Bank of America
06.2022 - 09.2023
Credit Solution Advisor - Bank of America
08.2018 - 05.2022
Loan Officer Assistant - Devon Bank
07.2015 - 08.2016
Economic Analyst/WeInstitute Fellow - World Engagement Institute
04.2015 - Current
Project Manager in L5 - Trupiano Investment, LLC
12.2011 - 07.2012
Economic Advisor - Syrian Business Incubator
05.2004 - 07.2011
Economic Analyst/ Deputy Director of Strategic Pla - Syrian Ministry of Industry
01.2004 - 07.2011
Fontbonne University - MBA, Business Administration And Management
Tishreen University - Bachelor of Science, Economics
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