PROFILE
- MBA major in Finance, Bachelor Degree in Accounting and currently preparing the CFA designation (Level II)
- Five years’ experience in the investment industry with an extensive Equity and Derivatives trading background
- Strong quantitative skills and proficiency in financial market systems (Bloomberg, Reuters and StockVal)
- Solid financial and economic knowledge along with excellent management qualities
- Fluency in English, Arabic and French
- Licensed Securities Dealer with the MFDA and the Provincial Securities Commissions
WORK EXPERIENCE
BMO Financial Group ...... Toronto – Ontario
Investment Advisor...... 2007– 2008
RBC Dominion Securities ......Toronto – Ontario
Equity Operations Associate. 2007
SwiftTrade Global Securities Trading . Montreal – Quebec
Equity Trader (Buy-Side) ...,,,,,,, Dec 2003–Nov 2006
ACADEMIC EDUCATION
Laval University ......Quebec – Canada
MBA major in Finance .. 2002 – 2003
Institut des Hautes Études Commerciales (HEC) Tunis – Tunisia
Bachelor degree in Accounting Science..1997 – 2001
PROFESSIONAL CERTIFICATES
CFA Institute ........................... USA
Chartered Financial Analyst (Level II)......In progress
Canadian Securities Institute ...... Toronto – Canada
Canadian Securities Certificate ... 2003 and 2008
(Series 7 equivalent in Canada)
BMO Investment Center ............ Toronto – Canada
Anti-Money Laundering and Terrorist Financing.. 2007
Investment Funds Institute of Canada ..... Toronto – Canada
Canadian Investments Funds Certificate ......... 2007
Canadian Securities Institute ....... Toronto – Canada
Technical Analysis Certificate ............ 2004
MEMBERSHIPS AND AFFILIATIONS
CFA Institute 2008 –Present
Candidate for Level II Virginia – USA
www.cfainstitute.org
Alberta Securities Commission 2007 - 2008
Licensed Investment Advisor Calgary - Alberta
www.albertasecurities.com
Ontario Securities Commission 2007 - 2008
Licensed Investment Advisor Toronto – Ontario
www.osc.gov.on.ca
British Columbia Securities Commission 2007 - 2008
Licensed Investment Advisor Vancouver - BC
www.bcsc.bc.ca
Autorité des Marchés Financiers 2007 - 2008
Licensed Investment Advisor Montréal - Québec
www.lautorite.qc.ca
Mutual Fund Dealers Association 2007 - 2008
Licensed Mutual Fund Dealer Toronto – Ontario
www.mfda.ca
