Kassem Atwi

Kassem Atwi

Sales Associate

Followers of Kassem Atwi366 followers
location of Kassem AtwiCanton, Michigan, United States

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  • Timeline

  • About me

    Licensed Financial Planner

  • Education

    • University of Michigan

      -
      Bachelor's degree Political Science and Government
  • Experience

    • Meijer

      Jan 2018 - Dec 2018
      Sales Associate
    • Dairy Queen

      Jan 2019 - Dec 2019
      Team Supervisor
    • THE WINDROSE PROJECT INC

      Jun 2019 - Aug 2022
      President of Detroit Chapter

      Served as President, leading a team of 20 to raising $25,000 in Covid relief, $15,000 in relief for the family of a chronically-ill father, along with other forms of community outreach.

    • DoorDash

      Jan 2020 - Aug 2022
      Delivery Driver
    • BonCore Sports

      Nov 2021 - Aug 2022
      Co-Founder

      Built and managed a 250-person community with a co-partner. This was a hobby-based initiative that involved weekly podcasts and a successful membership program.

    • City of Dearborn Heights

      Dec 2021 - Apr 2022
      Court Observant

      Was given the great opportunity of being able to observe and learn from Judge David Turfe in the 20th District Court of Dearborn Heights.

    • Wealth Management Firm

      Sept 2022 - now
      Private Wealth Manager

      - Manage a practice with a client base of 270 and assets under management of over $215 Million- Conduct case studies using eMoney to rebalance and redeploy client funds in their best interest - Implemented processes to greatly boost financial practice efficiency

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Feb 2023
    • Variable Life and Annuities Producer

      Michigan Department of Insurance and Financial Services
      Jan 2023
    • Property and Casualty Insurance License

      Michigan Department of Insurance and Financial Services
      Jan 2024
    • Series 66

      FINRA
      Aug 2023
    • Series 7

      FINRA
      May 2023
    • Life, Accident & Health Producer

      Michigan Department of Insurance and Financial Services
      Jan 2023