Aly Adel

Design and manage cross-platform workflows connecting HubSpot, Zapier, Google Sheets, Apps Script, OnceHub, JustCall, Google Calendar, Zoom, and other operational tools. Translate business requirements into structured systems for lead management, appointment confirmation, project coordination, quality assurance, borrower onboarding, and performance reporting.

Build tailored Google Sheets, Excel, Apps Script, and automation solutions for clients, including workflow trackers, financial models, reporting dashboards, file-management tools, and system integrations. Convert loosely defined operational problems into maintainable tools with clear controls, validations, status tracking, documentation, and user-friendly workflows.

Advised individual and business clients on life, general insurance, and savings solutions aligned with long-term financial goals. Managed client follow-up, policy coordination, and relationship development while gaining direct experience in the UAE financial-services market.

Led operations and growth for a fintech platform providing personal loans, insurance, and financial guidance; optimized lead generation, conversion workflows, reporting, and partner coordination. Drove 180% business growth through improved commercial processes, digital tools, client segmentation, and performance management.

Managed a portfolio of high-net-worth clients and advised on mutual funds, bonds, structured products, credit, and tailored wealth solutions. Maintained strong long-term client relationships and received multiple national awards for client acquisition and wealth-product performance.

Pursued a Bachelor of Business Administration in Finance at Sadat Academy for Management Science in Cairo.

Earned the CISI Level 3 Certificate in Wealth & Investment Management.

Pursued a Bachelor of Business Administration in Finance at the University of New Brunswick, Cairo Campus.