Metwally Nada
Junior Trader at Foundations Investment Advisors | Market Analysis | Model Implementation | Trade Execution
- Role
- Junior Trader at Foundations Investment Advisors, Llc
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Metwally Nada
Junior Trader at Foundations Investment Advisors with 6+ years at HSBC in client…
Experience
Junior Trader
Foundations Investment Advisors, Llc
Feb 2025 — Present · Phoenix, AZ, US
Execute and support trade setups for model portfolio implementation and daily cash management across Fidelity and Schwab platforms.•Collaborate cross-functionally with Operations, Compliance, Business Development, and Financial Planning to align trading activities with firm objectives.•Analyze market conditions and economic trends to support investment decisions and communicate insights to clients and internal stakeholders.•Generate and maintain performance reports using tools such as Orion, Morningstar Direct, Salesforce, and Microsoft Excel
Education
Helwan University Cairo
Bachelor's degree
2012 — 2016
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