Hi, I’m
Yasser Darwish,CFA,CMT
Cairo
Summary
Proven leader with a track record of enhancing company performance at EPPK through strategic planning and operations management. Excelled in staff management and financial oversight, boosting efficiency and profitability. Skilled in fostering team collaboration and client loyalty, demonstrating a unique blend of analytical and interpersonal abilities.
Overview
24
years of professional experience
Work History
EPPK
Managing Director
04.2015 - 07.2020
Job overview
- Increased overall company performance by implementing strategic management initiatives and streamlining operations. increased sales by almost 20% annually for 5 years
- Oversaw operations and provided corrective feedback to achieve daily and long-term cost by almost 16% in same period
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Optimized resource allocation for improved efficiency and profitability across all departments.
ARTOC Group
Investment Manger
01.2000 - 02.2014
Job overview
- Conducted due diligence on potential investments, analyzing market trends and company fundamentals. Manage almost $500m transactions covering IPOs, Acquisitions and Divesting
- Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations .manage Equity and Fixed income assets of almost $40m with successful track record
- Managed a diverse range of portfolios, ensuring alignment with clients'' risk tolerance and financial goals.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Felmings International
Equity Broker
01.1997 - 12.1999
Job overview
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates. more than 30 calls day
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Manage and lead equity trading desk with more than $100m sales annually .
- Developed reputation for integrity and ethical conduct within brokerage community, leading to increased trust from clients and colleagues alike.
Education
CMTUSA
Associate of Science from Investments And Securities
02.2010
AUCEGYPT
Associate of Arts from Accounting And Business Management
07.2006
CFAUSA
Master of Science from INVESTMENT AND FINNACE
06.2003
Skills
- Operations Management
- Staff Management
- Quality Assurance
- Team Collaboration
- Account Management
- Business Planning
- Strategic Planning
- Budget Development
- Financial Management
- Team Leadership
- P&L Management
- Budget Control
- Finance and Accounting Oversight
- Business Growth Initiatives
Timeline
Managing Director
EPPK
04.2015 - 07.2020
Investment Manger
ARTOC Group
01.2000 - 02.2014
Equity Broker
Felmings International
01.1997 - 12.1999
CMT
Associate of Science from Investments And Securities
AUC
Associate of Arts from Accounting And Business Management
CFA
Master of Science from INVESTMENT AND FINNACE
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