Summary
Overview
Work History
Education
Accomplishments
Timeline
Generic

Azza Azzan Albahri

Muscat,MA

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

2
2
years of professional experience

Work History

Financial Advisor Assistance

Amwal F
Muscat, Oman
05.2024 - Current


• Provided personalized financial guidance and recommendations to clients to achieve their goals through detailed planning
• Conducted in-depth research and analysis on investments, markets, tax strategies and retirement solutions
• Collaborated with advisors to develop comprehensive financial plans addressing clients' full range of needs
• Utilized financial modeling tools and expertise in portfolio management, asset allocation and regulatory compliance

Stockbroker Trainee

United Securities LLC
Muscat, Oman
07.2022 - 08.2022

• Analyzed financial markets through fundamental and technical analysis methods.

• Assisted clients with account management, trade execution, and investment guidance.

• Executed buy/sell orders for various securities like stocks, bonds, and options.

• Utilized trading platforms to monitor markets and place trades efficiently.

• Acquired knowledge of market dynamics and trading strategies from senior brokers.

Financial Analyst Intern

Muscat Stock Exchange
Muscat, Oman
06.2022 - 07.2022

• Conducted research and analysis on companies, industries, and economic factors.

• Performed fundamental analysis using financial statements and quantitative data.

• Utilized data analysis tools for financial modeling and valuations.

• Prepared analytical reports and investment recommendations.

• Gained exposure to financial modeling and report writing from senior analysts.

• Monitored market developments and regulatory updates.

Education

Bachelor of Science - Bachelor of Finance With A Minor Marketing.

Sultan Qaboos University
Muscat, Oman
01.2024

Accomplishments

Academic Project

• Students Exchange Program ( Economics of Marmara University)
• Feasibility Study ( Tech builders company)
• Application of Analysis of Investment & Management of portfolios

Timeline

Financial Advisor Assistance

Amwal F
05.2024 - Current

Stockbroker Trainee

United Securities LLC
07.2022 - 08.2022

Financial Analyst Intern

Muscat Stock Exchange
06.2022 - 07.2022

Bachelor of Science - Bachelor of Finance With A Minor Marketing.

Sultan Qaboos University
Azza Azzan Albahri