Ahmed H. Joumaa
Executive Director - Financial Advisor at Morgan Stanley Wealth Management
- Role
- Executive Director - Financial Advisor at Morgan Stanley
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Ahmed H. Joumaa
Ahmed Joumaa is a seasoned financial professional with almost two decades of experience in lending, banking, and wealth management. As a Financial Advisor and Executive Director with the Elevate Group at Morgan Stanley, he focuses on tax efficient wealth accumulation strategies and portfolio construction for the team and his clients. Before entering the world of finance, Ahmed was a collegiate athlete, developing a foundation in discipline, teamwork and strategic thinking. Outside of his professional life, Ahmed is an avid global traveler offering a broad and worldly perspective that informs his financial strategies and deepens his connections with his clients.Languages: English, Arabic, and some FrenchLicenses/Lines: Series 7, Series 66, Life, Health, & LTCVisit my team website using the link below:https://advisor.morganstanley.com/elevate-group
Experience
Executive Director - Financial Advisor
Dec 2024 — Present · Chicago, IL, US
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Education
University of Michigan-Dearborn
MBA, Management
2007 — 2008
Eastern Michigan University
Bachelors' Degree, International Business
2002 — 2006
Wayne State University
Management & Finance
2008 — 2010
Skills
- Credit
- Mortgage Lending
- Financial Analysis
- Commercial Banking
- Refinance
- Mortgage Banking
- Consumer Lending
- Commercial Lending
- Small Business Lending
- Banking
- Retail Banking
- Loan Origination
- Cash Management
- Credit Analysis
- Finance
- Lines of Credit
- Underwriting
- Loans
- Relationship Management
- Cross Selling
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