Samir Ali
Mortgage Specialist @Pineapple
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WORK HISTORY
Mortgage Specialist @Pineapple
Toronto, ON, CA
EDUCATION
The Chartered Institute for Securities & Investment (The CISI)
Certificate in Wealth Management
York University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of Washington
Bachelor of Science (BSc), Management Information Systems, General
SKILLS
ABOUT SAMIR ALI
Certified Wealth Manager from the Chartered Institute for Securities & Investment, London and with prodigious experience in Banking & Wealth Management working for prodigious banks like HSBC and RBC. I have over 10 years of expertise in Corporate Banking, Insurance, Credit, Financial Planning for Individuals and Corporate. Managed and succeeded in building a team of 10 agents and sharing valuable experience and knowledge to make sure they perform effectively and to their full potential for excellent results.Comprehensive knowledge in core banking products / services and a thorough understanding of equity & debt market products, third party products like Mutual Funds, Structured Portfolio Management Services, Life and Non Life Insurance with proven abilities.Also have several years of solid experience in Project Management, QA testing and Business Analysis where I have managed and tracked multiple initiatives through the life cycle steps of initiation, planning, execution and project closure. Experienced in gathering and documenting business requirements and proposing new solutions. Strong business acumen, client-focused with an in-depth understanding of business goals. Solid understanding of Software Development Lifecycle (SDLC) and Quality Assurance (QA) requirements. Ability to test from an End to End perspective (Client/Server debugging)
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