AHMED SHEHATA
Jersey City
Summary
Personable and analytical, with solid foundation in financial principles and client relationship management. Possesses strong understanding in sales, investment strategies and portfolio management.
Overview
2025
2025
years of professional experience
Work History
Advisor Consultant
Lord Abbett
07.2021 - 06.2024
- Mutual fund and separately managed account sales for a firm with approximately $200 billion in assets under management.
- Consultative sales to financial advisors across Wirehouses, Independents, Banks and RIAs across the United States.
- Presented product comparisons utilizing YCHARTS, Morningstar comparison, and Morningstar portal tool showcasing metrics such as standard deviation, alpha, and sharpe ratio.
- Responsible for 17 trades of over $1 million in various funds over the past year.
- Focused on financial advisors who have done $500K+ in the past 2 years, pure prospects, and advisors with high potential collaborating with External Wholesalers to convert them into $1MM producers.
- Experienced in selling our short, intermediate, credit, municipal, and equity suites along with our alternative strategy.
- Ranked the top MVP for our growth campaign for Edward Jones Advisors.
- Quarterly in-depth presentations of various funds to the sales team and upper management by establishing strong relationships with fund managers to gain insight on investing objectives and asset selection.
- Mentored junior sales associates in consultative selling, opening and closing techniques.
Investment Counselor
Fisher Investments
2024 - 2025
- Managed a high-volume book of high-net-worth clients, serving as their primary advisor for portfolio guidance, market education, and long-term planning.
- Strengthened client confidence and reduced attrition by providing proactive outreach, personalized reviews, and data-driven portfolio conversations.
- Led quarterly performance and strategy reviews, reinforcing long-term investment discipline and deepening overall client trust.
- Maintained strict documentation and compliance standards while managing 40–80+ client interactions per week in a metrics-focused environment.
Education
Internships/Additional Experience
Bachelor of Science - Double Major in Philosophy And Economics
Saint Peter's University
Jersey City, NJ06.2021
Skills
- Security Industry Essentials
- Series 7
- Series 65
- Series 65
- Excel
- CRM
- Bloomberg Terminal
- Native Arabic Speaker
- Conversational Spanish
Timeline
Advisor Consultant
Lord Abbett
07.2021 - 06.2024
Investment Counselor
Fisher Investments
2024 - 2025
Internships/Additional Experience
Bachelor of Science - Double Major in Philosophy And Economics
Saint Peter's University