Fouzan Naseem

Experience

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  ServiceGo!

  Aug 2021 - Feb 2022

  Founder and CEO

  ServiceGo! was a KFUPM Entrepreneurship Institute incubated and funded food delivery start-up specialized in university dormitory student food delivery that turned everyday restaurant trips into earning opportunities for students.• Headed sales and business strategy, by generating more than $20,000 in sales and a 40% MoM user growth within the first 5 months and securing $40,000 in grants. Conducted risk assessment, resulting in 30% lower overall costs. • Led corporate strategic partnerships by collaborating with King Fahd University of Petroleum and Minerals and King Saud University dormitories, along with their respective university meal programs. This collaboration aimed to enhance the customer user experience and streamline food delivery processes. Show less

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  King Fahd University of Petroleum & Minerals - KFUPM

  Aug 2022 - Dec 2022

  Bookstore Associate

  • Managed academic book sales to students, increasing establishment's customer satisfaction ratings by 12% through expert book recommendations.• Managed and organized new book inventory by placing them in their designated sections for streamlined accessibility.• Conducted training sessions for students to proficiently use the point-of-sale system, resulting in improved customer service and streamlined transaction processes.

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  Finance Student Association

  Jul 2023 - now

  • Responsible for leading an executive team of 21 members across 5 departments, establishing and supervising strategic goals to enhance club engagement and experience.• Secured $5,000 in funding from local business sponsors for Finance Student Association events, managing the budget effectively to ensure financial sustainability. This resulted in a 20% growth in club members and in event registrants.• Supervised and developed workshops and seminars in investment banking, wealth management, and financial planning, guiding 170+ members on how to tailor their undergraduate journeys for success in their chosen finance fields. Show less • Took action to double the number of events and engagement sessions, resulting in a 50% increase, offering enhanced educational and networking opportunities.• Partnered with York University on diverse initiatives, elevating student engagement and fostering professional development.• Optimized internal processes, yielding a 15% boost in operational efficiency.• Elevated student interaction significantly through innovative engagement strategies, nurturing a sense of community. Show less

  • President

    Jun 2024 - now

  • Vice President of Internal Affairs

    Jul 2023 - Jun 2024
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  York University

  Sept 2023 - May 2024

  • Conducted extensive research on international sports preferences among York University's diverse student body, leading to the development of 3 new varsity sports proposals aimed at increasing international student engagement by 15%.• Collaborated with York University and Canadian College and University Cricket to establish a cricket ground on campus, resulting in a significant 20% increase in participation among international students.• Developed an optimized cost recovery model within university sports programs, resulting in a notable 25% reduction in overall program costs, while also facilitating meetings with international vendors to secure materials and services for the cricket ground project, achieving a 10% cost savings and adherence to project timelines. Show less • Strategic Planning Leadership: Collaborated on the development of a dynamic 5-year strategic plan by conducting meticulous analyses of competitor offerings and market trends. Pioneered innovative solutions such as fostering partnerships with local gyms to address overcrowding at York Gym. Projections indicate a potential 15% increase in member satisfaction and a 20% reduction in wait times.• Stakeholder Coordination: Played a key role in initiatives to enhance communication, particularly with the City of Toronto, ensuring seamless alignment between our 5-year plan and theirs. Proactively securing joint funding, this effort resulted in a significant achievement of $50,000 for community outreach initiatives.• DEDI Impact: Conducted extensive research on best practices at leading universities, advocating for the implementation of designated safe spaces. This advocacy directly contributed to the expansion of the Black & Indigenous Varsity Student-Athlete Alliance across the university, promoting inclusivity in varsity athletics. Show less

  • Special Projects Assistant - Business Development

    Jan 2024 - May 2024

  • Student Coach

    Sept 2023 - May 2024

  • Special Projects Assistant - Leadership and Development

    Sept 2023 - Dec 2023
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  Aligned Capital Partners Inc.

  May 2024 - Aug 2024

  Investment Operations Associate

  • Supported over 65 Investment Advisors and Portfolio Managers, managing approximately $4 billion in AUM, becoming a trusted point of contact for advisors with complex client portfolio inquiries.• Conducted thorough investigations into portfolio performance and reconciled discrepancies for over 30 client accounts, ensuring precise book values.• Assisted more than 50 advisors with complex issues related to US withholding taxes, dividend and stock-split reconciliations, and facilitated the onboarding of new client accounts.• Streamlined account management by reconciling fee structures, verifying beneficiary details, and updating banking information for over 300 clients, ensuring accurate advisor compensation, data integrity, and electronic fund transfers. Show less

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  Creative Planning Financial Group

  Aug 2024 - now

  Financial Analyst

  • Assisted a Portfolio Manager with $200M AUM, conducting asset allocation analysis and research on mutual funds, bonds, and ETFs. Delivered actionable insights through performance benchmarking and risk assessments.• Evaluated Segregated Funds worth $12 million, conducted comparative performance analysis, and recommended lower-fee alternatives with a projected improvement in net returns of up to 15%.• Analyzed life insurance policies for high-net-worth clients, assessing rates of return and long-term sustainability; developed comparative reports identifying more efficient policy options, potentially increasing clients' long-term benefits by up to 15%.• Analyzed portfolio performance for clients, using tools such as YCharts and Excel to support rebalancing efforts, improving portfolio alignment with client objectives and achieving a 4% average reduction in risk exposure.• Assisted in the creating quarterly client reports and presentations for clients, translating complex financial data on portfolio performance and market trends into, actionable insights, improving client understanding and retention by 25%. Show less