My Financial Services Career




Customer Service Agent at Sharq Financial Brokerage Co. (Kuwiat)
August 2004 - December 2005
(1 year and 4 months)

This was my beginning with Financial Services industry

My Main Duties:

Front Desk Customer Services: accounting reports services, payments following up, and reports and accounting services systems administration, testing and development.


My Main Achievements:

I started from here the early efforts to prepare for E-Trade new department July 2005





Assistant Manager at Sharq Financial Brokerage Co. (Kuwiat)
January 2006 - December 2013
(8 years)


My Main Duties:

Administration for the Online Trading Department including Call Center, Dealing Room, Front Desks and Operations.
Project Manager for Business Developments and Systems Software, including Trading systems, OMS, Back Office systems, Business Analysis.
Supporting and sharing top management in B2B, Marketing and Strategy.


My Main Achievements:

Establishing SHARQ E-Trading Department
July 2005 to February 2007
Establishing Online Trading Department; we had prepared new locations, small Call Center, Front Offices, Back Offices and Operations, recruited new employees and trained them, and implement fully modified Brokerage Solution software from (DirectFN) for online trading and for DMA for regional brokers (MBS) with total of 6 GUI.
long planning, and intensive tests and rehearsals done to manage, monitor, and control risks, quality, and scope, and to achieve acceptance from stakeholders.

KSE Market Readiness (NASDAQ OMX) & Corporate Developments - Phase 1
December 2009 to May 2012
I was appointed as our Brokerage Firm's PM to meet with Kuwait Stock Exchange Market Readiness team in implementing new market systems in addition to market place and participants developments.
We spent long time on discussions and negotiations internally and externally (with market participants) to initiate and plan this major project.
We procured hard and soft ware needed, and developed with (IDS) a trading and accounting systems (online trading interfaces, OMS, trading system, back office) during execution after failing with a previous IT vendor.
Detailed and extensive testing done internally and externally to monitor functions, performance, quality, and risks with internal systems integration and with wide market participants which included KSE, KCC, Brokers, Investment Companies and Banks, and Data Vendor.
We got through complicated political and rules courses, and extensive presentations, meeting, and training to achieve acceptance from market wide stakeholders to close P1.

KSE Market Readiness (NASDAQ OMX) - Phase 2
August 2012 to December 2013
This is the 2nd phase of the long KSE developments leaded by its "semi" partner NASDAQ OMX-Sweden. It is to introduce X-stream with new Derivatives, and re-align existing ones.
As PM, I lead the project team through the all activities and reported to CEO. I prepared the charter and lead preparing the plan.
I directed the team to do the needed modifications, training, testing and control. with other parallel existing software and process developments.



To do my job more professionally, I had my own learning programs:


I enrolled in MBA program (Distance Learning) in University of  Leicester
2010 - 2015 (expected)


I gained the following Certificates from Chartered Institute for Securities & Investments (CISI):
            Investment Operations Certificate
            License Member ref: 77140 December 2011

            Investment Operations Certificate (Dubai)
            License Member ref: 77140 December 2011

            CISI Level 3 Certificate in IT in Investment Operations
            License Member ref: 77140 December 2011


I took a PMP exam preparation course 2013


And to be up to date with the professional practices, I gained a membership in the following organizations:

            Chartered Institute for Securities & Investment
            Associate Member (ACSI)
            January 2006 to Present

           
            Project Management Institute
            Member
            February 2013 to Present

            International Institute of Business Analysis
            Member
            July 2013 to Present







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