Saad Bashir Email

Principal — Workflow Transformation and Solution Design @ Clearstone Advisory

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Saad Bashir Location

Mississauga, ON, CA

Saad Bashir Work

2025 -now Principal — Workflow Transformation and Solution Design @
2025 -2026 Expert, Product Owner and Agile Business Analyst — Banking Technologies @
2025 -2025 Expert, Senior Business Analyst and Process Engineer — Strategic Initiatives and Regulatory @
2025 -2025 Consultant, Senior Business Analyst — Business Architecture and Analysis @
2025 -2025 Consultant, Senior Business Analyst — Business Architecture and Analysis @
2024 -2025 Consultant, Sr. Generative AI Solutions Engineer — Process Automation and Improvement @
2023 -2024 CRIMS Consultant, Business Systems Analyst — Investment Technology Solutions @
2023 -2023 Incorporated Director. Business Systems Analyst V and Quality Engineer IV — Wealth Solutions @
2022 -2023 Technical Specialist, Lead Testing and Business Systems Analyst — Securities Industry Services @
2022 -2023 Technical Specialist, Testing Lead and Business Systems Analyst — Securities Industry Services @
2020 -2022 Professional Services Lead, Implementation Partner and Business Systems Analyst — Wealth and Brokerage @
2018 -2020 Professional Services, Implementation Partner and Business Systems Analyst — Wealth Retail Brokerage @
2017 -2018 Business Systems Analyst and Product Analyst — Wealth Retail Brokerage @
2020 -2022 Professional Services Lead, Implementation Partner and Business Systems Analyst — Wealth Management @
2018 -2020 Professional Services, Implementation Partner and Business Systems Analyst — Wealth Management @
2018 -2019 Professional Services, Subject Matter Expert and Business Systems Analyst — Brokerage Dealer Platform @
2016 -2017 Business Analyst — RESP Specialist and Wealth Management @
2016 -2016 Business Analyst — RESP Specialist and Wealth Management @
2015 -2016 Business Analyst, Project Manager — Procurement and Client Services @
2014 -2015 Business Analyst, Project Manager — Digital Strategy @

Saad Bashir Education

Université de Genève
Specialization (Investment Management)
2024-2024
The State University of New York
Specialization (Data-Driven Decision Making (DDDM))
2023-2023
University at Buffalo
Specialization (Data-Driven Decision Making (DDDM))
2023-2023
Emory University
Specialization (Management Consulting)
2023-2023
University of Michigan
Specialization (Financial Technology (Fintech) Innovations)
2023-2023
Ted Rogers School of Management at Ryerson University
Bachelor of Commerce (BCom) (Business Technology Managment)
2013-2016
Toronto Metropolitan University
Bachelor of Commerce (BCom) (Business Technology Management)
2013-2016
Ryerson University - G. Raymond Chang School of Continuing Education
Certificate in Advanced Enterprise Architecture and Infrastructure Management (Enterprise Architecture)
2016-2016
Ryerson University
Bachelor of Commerce (BCom) (Information Technology Management)
2013-2016
Seneca College
Libral Arts Diploma (Liberal Arts and Sciences, General Studies and Humanities)
2011-2013
Sheridan College
Business Diploma (Business Administration and Management, General)
2009-2011
University of Illinois Urbana-Champaign
Specialization (Strategic Technology Management)
University of Colorado Boulder
Specialization (Technology Entrepreneurship (Part of the Master of Engineering in Engineering Management degree))

Saad Bashir Skills

Business Analysis
Data Analysis
Teamwork
Time Management
SQL
Project Management
Customer Relationship Managment
Network Administration
Business Process
Problem Solving
Interpersonal Communication Abilities
Flowchart-based programming
Research And Analysis
PowerPoint
Building Relationships
Microsoft Word
Event Management
Event Planning
Sales
Fundraising
Customer Service
Microsoft Excel
Training
Microsoft Office
Customer Retention
Social Media
Social Networking
Employee Relations
Management
Customer Satisfaction
Research
Strategy
Business Development
Public Speaking
Team Leadership
Leadership
Team Building
Strategic Planning
Budgets
Communication
Customer Relationship
Test Strategy
PL/SQL
Flowchart Based Programming
Marketing Strategy
Interpersonal
Test Plan
Stress Test
Integration
Flowchart Based
Test Cases
Manual Testing
Marketing
Salesforce.com
Sales Management

Saad Bashir Summary

Saad Bashir, based in Mississauga, ON, CA, is currently a Principal — Workflow Transformation and Solution Design at Clearstone Advisory. Saad Bashir brings experience from previous roles at BMO, CIBC, IGM Financial Inc. and Mackenzie Investments. Saad Bashir holds a 2024 - 2024 Specialization in Investment Management @ Université de Genève. With a robust skill set that includes Business Analysis, Data Analysis, Teamwork, Time Management, SQL and more. Saad Bashir has 2 emails on RocketReach.