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Walid Boutros SASSIA

Lebanon, Beirut- 961-3-158142

walid.[email protected]

Professional Experiences

Oct 09-  Mar 13            AM Financials (Beirut, Lebanon)


·        Portfolio Management for private client, account size: Small

·        Trading different markets and instruments (options-equities-futures-spot) and executing trades with correspondents via multiple platforms.

·        Handling Reuters and Bloomberg stations as information and research purposes.

·        Client advisory on market situation using fundamental as well as technical analysis and alerting them to upcoming economic events.

·        Reviewing clients’ portfolios and positions on a daily basis.

Oct 08-Oct 09               Investa -Financial Planning Services (Beirut, Lebanon)


·        Trading the Equity, FX and future markets via multiple platforms such as MF global and Meta-trader.

·        Client advisory on market situation using fundamental as well as technical analysis and alerting them to upcoming economic events.

·        Monitor accounts, control margin levels and company positions.

·        Assist in the management of client's accounts by calculating the correlation as well as risk award.

March 07-June 08        Genesis Securities llc

                                     Proprietary Equity trader

·         Trading on global stock exchange markets (NYSE, NASDAQ)  focusing on market making activities and the execution of trading strategies using level 2 trading platforms software .

Oct 05-June 08             Western Union - Head Office (Beirut, Lebanon)


·        Prepare Profit and loss statements and monthly closing accounting reports.

·        Establish, maintain and coordinate the implementation of accounting procedures.

·        Monitor and review accounting reports for accuracy and completeness

·        Prepare and review budget, revenue, expenses, payroll entries, invoices, and other accounting documents.


   2008                 Business Faculty, Universite Saint Esprit Kaslik, Lebanon

Masters in Finance

02001- 2005      Business Faculty, Lebanese University, Lebanon

BAC+4, Finance & Accounting

Case study: « Feasibility Study for a mountain resort »

 2000- 2001       Frere de la salle – Zgharta, Lebanon

Lebanese Baccalaureate, experimental science

professional Certificates

January 2010              Licensed trader on the Beirut Stock Exchange

 professional trainings & Certificates

Aug 2005 –Sept 2005    Kareh printing press (Zgharta, Lebanon)

Accountant trainee: assisted the chief accountant by handling all daily accounting activities.

July 2004–Aug 2004     Byblos bank - Regional branch (Tripoli, Lebanon)

                              Trainee: as Credit officer managing and preparing a credit portfolio                                                                                                      

                               for small and medium enterprise.                                          


 Computer Skills           Operating system, Microsoft Office, Microsoft scheduling project.  

Languages                   Arabic, French and English: read, spoken and written fluently.

Martial status / sex       Single / male. 

Date of birth                  25/03/1984