工作经历

• Senior Financial Advisor

  capital" private wealth advisory firm

  2025.01-至今

  (1 年)

  . Built client base from 15 to 75 through referrals and relationship management , Provided tax-efficient strategies that reduced client tax burden by 15-22%
• President and CEO

  Etminan Profile Trade Co.(PVC industry)

  2020.01-2025.01

  (5 年)

  Trading company for PVC/UPvC profiles . Trading more than 100 tones of all kinds of profiles
• Financial Advisor

  Private wealth management firm

  2016.01-2020.01

  (4 年)

  . Acquired 70+ new clients via seminars and referral programs . Maintained 95% client satisfaction rating Delivered comprehensive financial plans for retirement, education, and estate goals
• Investment Consultant

  Iran

  2010.01-2016.01

  (6 年)

  Performed portfolio analysis, risk assessments, and performance reporting . Assisted in developing long-term investment and retirement strategies Integrated cryptocurrency exposure into diversified portfolios for forward-looking clients ACHIEVEMENTS Successfully introduced cryptocurrency allocation strategies to 40+ clients as part of long-term wealth plans Present Conducted financial education sessions on investing and digital assets for private clients

教育经历

• School of business, Iran

  Trading and Investing

  2024.09-2025.06

  (10 个月)

  Trading and investing
• Islamic Azad University iran

  Mechanical Engineering

  2004.09-2008.06

  (4 年)

  Pressure vessel design - fixed equipment

语言

证书