Arman Syed
Compliance at Optimize Wealth Management
Based in Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
159
Contact information
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a•••••••@optimize.ca
Phone
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Background
About Arman Syed
A proactive and competent professional with rich experience in Financial Planning and Investment Consulting. Proven experience in devising wealth & investment strategies, and structuring the correct products to cater to the client’s investment goals Proficient in resolving the client’s financial issues through exceptional client servicing while identifying investment opportunities based on the organization’s extensive network and resources. Competent in overseeing the organization’s policies, processes, and budgeting systems, and collaborating with decision makers to develop the yearly operating budget Achievement oriented professional with excellent people management skills and an ability to manage change with ease. Skillful in staying abreast with the latest market trends.
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