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Moustafa Saad Location
Rancho Palos Verdes, CA, US
Moustafa Saad Work
2022 -now Vice President - Consumer Banking and Merrill Registered Market Leader @
2021 -2022 Vice President - Regional Supervision Manager @
2018 -2021 AVP, Financial Advisor @
2016 -2018 Licenced Relationship Banker and Small Business Specialist and Manager on duty @
2015 -2016 Retail Personal Banker @
2015 -2015 Financial Services Professional @
2010 -2014 wealth management and retail banking @
2006 -2010 S. Marketing Executive @ N.I.D. Medical
2002 -2004 Sales Representative @
Moustafa Saad Education
Arab Academy for Science, Technology and Maritime Transport
MBA (Business Administration and Management, General)
2008-2010
Arab Academy for Science, Technology and Maritime Transport
Bachelor of Business Administration (BBA) (Marketing/Marketing Management, General)
2005
EBS
High school
1998
Moustafa Saad Skills
Customer Service
Finance
Sales
Financial Services
Financial Analysis
Cash Management
Banking
Whole Life Insurance
Consulting
Licensed Life Insurance
Accounting
Corporate Finance
Credit Cards
Retirement Income Strategies
Insurance
Retirement Income
Education Funding
Relationship Management
Communication
Credit Risk
Team Management
Team Leadership
Trade Finance
Photography
International Marketing
Multi Generational Planning
Commercial Banking
Asset Protection
Core Banking
Wealth Management
Lifetime Income Strategies
Branding
Multi Generational Wealth Transfer
Lifetime Income
Microsoft Office
Licensed Life Insurance Agent
Legal
Long Term Care Insurance
Multi Generational
Teamwork
401k Rollovers
Retail Banking
Education Funding Strategies
Loans
CRM
Analysis
Moustafa Saad Summary
Moustafa Saad, based in Rancho Palos Verdes, CA, US, is currently a Vice President - Consumer Banking and Merrill Registered Market Leader at Merrill Lynch. Moustafa Saad brings experience from previous roles at Merrill Lynch, JPMorgan Chase & Co. and Comerica Bank. Moustafa Saad holds a 2008 - 2010 MBA in Business Administration and Management, General @ Arab Academy for Science, Technology and Maritime Transport. With a robust skill set that includes Customer Service, Finance, Sales, Financial Services, Financial Analysis and more. Moustafa Saad has 2 emails and 2 mobile phone numbers on RocketReach.
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