Professional in operational management with track record of driving efficient processes and optimizing performance. Adept at implementing strategies that align with organizational goals and fostering collaborative work environments. Known for adaptability and reliability in dynamic settings, ensuring seamless team operations and goal achievement.
Hi, I’m
Souad Akdid
Mountain View
Summary
Overview
8
years of professional experience
Work History
Whittier Trust Company
Officer, Client Advisor
02.2025 - 08.2025
Job overview
- Directed trust operations and client servicing for ultra-high-net-worth families, ensuring compliance while processing high-volume transactions, account openings/closures, and asset transfers.
- Collaborated with Investment and Tax departments on client-directed trades, tax reporting, beneficiary payments, and cash management to deliver integrated wealth solutions.
- Prepared financial models, income projections, gifting schedules, and drafted Trust diagrams.
Hall Capital Partners LLC/Pathstone
Operations Associate
10.2021 - 02.2025
Job overview
- Cultivated and maintained relationships with high-net-worth families and institutional clients, ensuring alignment with client requirements and expectations.
- Served as the primary point of contact for investment strategy inquiries, translating client needs into actionable insights to optimize operational capacity.
- Collaborated with cross-functional teams to enhance data accuracy and improve forecasting processes, leading to efficient and timely decision-making.
- Led process improvement initiatives that streamlined operations and enhanced client service efficiency.
- Managed document preparation and developed proficiency with custodian platforms for subscriptions, redemptions, account openings/closures, trades, and AML/KYC compliance.
Dollar Thrifty (Acquired by The Hertz Corporation)
Sales Operations Manager
08.2018 - 01.2020
Job overview
- Forecasted sales and revenue goals by analyzing historical data and trends using Tableau and Excel, leading to a 50% month-to-month increase in sales.
- Provided regular reports on sales performance, logistics, and key performance indicators to stakeholders, ensuring informed strategic decisions.
- Led initiatives to improve operational processes, achieving a 15% increase in revenue by optimizing collections and reducing costs.
- Collaborated with various departments to ensure alignment on sales goals and customer expectations.
The Hertz Corporation
Operations Manager
05.2017 - 08.2018
Job overview
- Optimized operations by utilizing tracking systems to improve productivity and reduce waste, ensuring adherence to quality and safety standards.
- Provided management with updates and indicators on operational efficiency, contributing to data-driven decision-making.
- Trained employees on KPI and customer service strategies, fostering a culture of excellence and continuous improvement.
Education
Leavey School of Business, Santa Clara UniversitySanta Clara, CA
Master of Finance and Analytics
01.2022
University Overview
- Relevant Coursework: Financial Forecasting & Analysis, Business Valuation, Corporate Finance, Financial Engineering
- GPA: 3.85
Southeastern Louisiana UniversityHammond, LA
Bachelor of Science from Supply Chain Management
01.2016
University Overview
- Cum Laude, President’s List
- Relevant Coursework: Logistics & Transportation, Purchasing & Supply Management, Finance
Skills
- Data Analysis & Tools: Addepar, Tableau, and Microsoft Suite
- CRM & ERP Systems: Experienced with Salesforce, Oracle iProcurement, and other financial management tools
- Clear verbal and written communication
- Task coordination expertise
- Skilled in drafting comprehensive written materials
- Endurance for prolonged office tasks
- Effective communication skills
- Proficient in operating assigned equipment
- Decision-making aligned with job functions
- Cultural sensitivity
- Analytical problem-solving
- Emergency preparedness and response
Languages
French
Native or Bilingual
Arabic
Native or Bilingual
Berber
Native or Bilingual
Spanish
Limited Working
Timeline
Officer, Client Advisor
Whittier Trust Company
02.2025 - 08.2025
Operations Associate
Hall Capital Partners LLC/Pathstone
10.2021 - 02.2025
Sales Operations Manager
Dollar Thrifty (Acquired by The Hertz Corporation)
08.2018 - 01.2020
Operations Manager
The Hertz Corporation
05.2017 - 08.2018
Southeastern Louisiana University
Bachelor of Science from Supply Chain Management
Leavey School of Business, Santa Clara University
Master of Finance and Analytics