Representing asset managers and private equity firms while spearheading their fund-raising efforts in MENA region
Capital placement for special situation, real estate, infrastructure, and private loans funds
Access to Sovereign wealth funds, Pension funds, bank-brokerage distribution channels, Institutional investors, and family offices
Originated, structured, and raised capital for direct real estate deals in Amsterdam, Dublin, London, Berlin, Munich, Glasgow, and USA Member of advisory board for CLOSIR, investor relations platform that is improving communication and accessibility between investors and companies based in emerging and frontier markets
Raised total $300M of direct investments and $200M through third party funds
Deep origination capabilities in Europe, UK, and USA
Managed entire process: bidding, due diligence, ownership, capital raise, structuring and disposition
Structured deal in Europe and US for Middle East investors- extensive knowledge coordinating structures and working with attorneys and lawyers.
Managing Director and Country Manager
Bank of New York Mellon
01.2008 - 01.2014
Added over $60MM in revenue within 6 years from SWF, distribution channels, and institutional clients
Represented BNY Mellon’s various boutique firms and coordinated their expansion within region
Largest mandates were secured for: Walter Scott, Boston Company, Newton, Alcentra, Mellon Capital, and Standish
Extensive interaction and dialogue with regional regulators regarding new product launches, financial solutions, and keeping abreast/complying with local requirements
Added Over $10MM in annual revenue from cross selling new FX relationships: QNB, AUB, and NCB to mention few
Coordinated BNY Mellon’s Depositary Receipts (DRS) efforts in KSA, Qatar, and Bahrain Educated local exchanges and regulators regarding DRs and their benefits in providing liquidity and exposure for local exchanges and companies
Coordinated closely with compliance in London and NYC to get them comfortable from AML and KYC perspective with new and existing relationships
Close relationship with banks’ treasuries assisting them with their liquidity needs
Excellent working relationship with heads of treasury and CFOs in region providing them with short term funding and cash management solutions
Forged asset management distribution relationships in KSA, Qatar, and Bahrain that resulted in annual revenue exceeding $2MM
Managed overall relationship with largest sovereign wealth funds, banks, and investment companies
Assisted, coordinated, and joined 20-20 Investment Association trip to region
20-20 Investment Association is group of world's most prestigious and economically powerful institutional investors who together represent over $8 trillion in investment capital.
Sales/Relationship Director and Regional Business Development Manager
Pershing LLC, Bank of New York Mellon
01.2000 - 01.2008
MENA Coverage in addition to Turkey, and Greece
Managed overall relationship with over 26 high profile Banks, Brokerage firms, and family offices that generated over $16 Million in annual revenue
Added $33 Million in new revenue through signing up new relationships and opening new markets
Worked closely with several bank owned GCC brokerage companies and assisted them with their operations setup, risk and compliance approach, product offering, and hiring of key personnel
Handled contract and pricing negotiations while overseeing and ensuring client onboarding process
Increased customer base from initial 3 institutions in 2000 to 26 in 2007 Customers and extensive contacts in Saudi Arabia, Kuwait, UAE, Qatar, Bahrain, Oman,
Lebanon, Egypt, Jordan, Turkey, Greece, and USA Led and coordinated global expansion for Pershing in region: Sales, Contract/Pricing negotiation, Conversion, Connectivity, on-line site development, and training
Managed and sold global execution service, clearing, custody, global markets, capital markets, financing, and asset management products and services
Assisted regional private banks and investment companies in setting up white labeled separately managed account platform
Member of Enhanced Due Diligence Committee that was responsible for approving new relationships and reviewing existing relationship to follow global regulations.
Relationship Manager
Citibank International Private Bank
01.1995 - 01.2000
Clients from over 11 countries
Actively managed and cultivated over 150 affluent clients’ relationships with total assets exceeding $120 million with average revenue of $2.4MM per annum
Traded equities, fixed income, options, complex option strategies, precious metals, and cash management tools for HNW individuals
Applied portfolio management techniques and asset allocation strategies with periodic rebalancing.
Collaborated with C-level executives and stakeholders to develop long-term financial plans
Conducted financial due diligence on potential investments and acquisitions
Senior Support Officer
Merrill Lynch International
02.1995 - 12.1995
Supported senior VP on creation and implementation of investment strategies
Serviced existing accounts including small institutional banks and companies.
Handled administrative requirements, maintained records and submitted operational reports
Senior Financial Representative
Fidelity Investment
01.1994 - 01.1995
Traded for Fidelity’s highest net worth individuals: Equity, Fixed Income, and Options
Responsibilities included trading for Institutional clients based in USA
Completed Fidelity’s management trainee program.
Supervised front line associates modeling cross-sell opportunities and engagement strategies
Financial Consultant
J. Gregory and Company
08.1993 - 01.1993
Assisted senior trader on maintaining equity positions and settling trades for Firm’s account
Presented financial plans and investment recommendations to clients
Researched current economic trends and investment opportunities to stay abreast of financial markets
Educated clients on financial topics and best practices
Education
Securities Industry Institute Certificate - undefined
The Wharton School
2005
Master of International Management - undefined
American Graduate School of International Management
1991
Master of Business Administration - undefined
University of Tampa
1990
MBA Director -
Economics Teaching Assistant
1990
Bachelor of Science -
University of Tampa, Tampa Florida
1988
Languages
Arabic
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
French
Intermediate (B1)
Timeline
Director - Westview Capital Advisors
01.2014 - Current
Managing Director and Country Manager - Bank of New York Mellon
01.2008 - 01.2014
Sales/Relationship Director and Regional Business Development Manager - Pershing LLC, Bank of New York Mellon
01.2000 - 01.2008
Senior Support Officer - Merrill Lynch International
02.1995 - 12.1995
Relationship Manager - Citibank International Private Bank