Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Ahmad Traoui, MBA

Ahmad Traoui, MBA

Worcester

Summary

Motivated financial services professional with expertise in customer relationship management and investment planning. Committed to delivering personalized financial solutions, ensuring compliance, and fostering long-term client engagement to drive business success.

Overview

4
4
years of professional experience
3
3
Certifications

Work History

Financial Services Professional

NYLIFE Securities LLC
Waltham
12.2023 - 01.2026
  • Performed detailed financial needs assessments for tailored insurance and investment recommendations.
  • Utilized 1035 exchanges to rollover client 401k plans into company variable annuities.
  • Communicated with clients regarding coverage options and underwriting requirements.
  • Thoughtfully managed ongoing client relationships

Marketing Intern

Grace Marketing
Sudbury
01.2023 - 07.2023
  • Collaborated with team members to design promotional materials and advertisements.
  • Analyzed competitor marketing strategies to inform client recommendations.
  • Analyzed market trends to identify potential opportunities.

Teller

Millbury Federal Credit Union
Worcester
01.2022 - 07.2022
  • Processed customer transactions efficiently and accurately.
  • Assisted customers with account inquiries and banking services.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.

Education

MBA - Business Economics

Anna Maria College
Paxton, MA
05-2024

Bachelor of Science - Business Administration And Management

Anna Maria College
Paxton, MA
05-2023

Skills

  • Financial analysis
  • Portfolio Management
  • Insurance Analysis & Comparison
  • Risk assessment
  • Policy compliance
  • Customer relationship management

Certification

Series 6

Timeline

Financial Services Professional

NYLIFE Securities LLC
12.2023 - 01.2026

Marketing Intern

Grace Marketing
01.2023 - 07.2023

Teller

Millbury Federal Credit Union
01.2022 - 07.2022

MBA - Business Economics

Anna Maria College

Bachelor of Science - Business Administration And Management

Anna Maria College
Ahmad Traoui, MBA