Conducted regular portfolio reviews with clients to discuss performance, changes in personal circumstances, and potential investment opportunities. • Managed relationships with existing clients to ensure ongoing satisfaction with our services. • Prospected for new clients through networking events, referrals, and targeted marketing campaigns. • Assessed clients' financial objectives, risk tolerance, and investment preferences.

My Education

Take a look at my formal education

Certificate in Python programingUniversity of Michigan

Certificate in Project ManagmentGoogle

Certificate in Google Data AnalyticsGoogle

Certificate in Microsoft Power BI Data AnalystMicrosoft

About Me

Dynamic and results-oriented Project Manager and Data Analyst with experience in driving successful project outcomes and leveraging data insights to inform decision-making. Adept at managing cross-functional teams, delivering projec

Create Your Data Portfolio for Free

Refat Massoud

Analyst

Private | florinopolis

Data Analyst Associate

Data Engineer Associate

SQL Associate

Data Analyst Associate

Insights artist, painting vivid pictures of knowledge with data as the brush.

My Work

Project: Cleaning Bank Marketing Campaign Data

Project: Analyzing Unicorn Companies

Project: Evaluate a Manufacturing Process

Project: Creating Functions to Register App Users

Project: Analyze the Popularity of Programming Languages

Analyzing TV Data

Project: Analyzing Crime in Los Angeles

Project: Exploring London's Travel Network

Project: Visualizing the History of Nobel Prize Winners

Project: Analyzing Motorcycle Part Sales

Joining Data in SQL

Project: Performing a Code Review

pet_supplies

Project: Investigating Netflix Movies

Project: What's in an Avocado Toast: A Supply Chain Analysis

Project: Data-Driven Product Management: Conducting a Market Analysis

Project: Analyzing Students' Mental Health

Project: Analyze International Debt Statistics

Functions for Manipulating Data in PostgreSQL

Project: Hypothesis Testing with Men's and Women's Soccer Matches

Project: Exploring NYC Public School Test Result Scores

Project: Cleaning Bank Marketing Campaign Data

My Certifications

SQL Associate

Python Data Associate

Data Engineer Associate

Data Analyst Associate

DataCamp Course Completion

Courses

Courses

Tracks

Projects

My Work Experience

Private | Sep 2011 - Present

Private investment consultant and planning

My Education

About Me