Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate, Financial Consultant, Charles Schwab, 2017-2019
- Relationship Banker, City National Bank, 2015-2016
- Premiere Banker, Wells Fargo Bank, 2013-2015
- Personal Banker, Bank of America, 2011-2013
- Personal Banker, Misr Bank, 2007-2009
Education
- Bachelor of Commerce, Accounting Major
- Ain Shams University, English Section
- Cairo, Egypt