Amgad Yassa, Cima®, Crpc®
About Amgad Yassa, Cima®, Crpc®
Amgad Yassa, Cima®, Crpc®, is a Wealth Solutions Executive at Alight Solutions in Baltimore, Maryland, specializing in Defined Contribution and Defined Benefit opportunities for the West Coast.
Wealth Solutions Executive at Alight Solutions
Amgad Yassa currently serves as a Wealth Solutions Executive at Alight Solutions, located in Baltimore, Maryland, United States. In this role, he focuses on leading the growth and development of Defined Contribution and Defined Benefit opportunities specifically for the West Coast. His responsibilities include managing responses to requests for proposals (RFPs), overseeing solution design, and handling contracting processes. His expertise spans recordkeeping, trust/custody, and related services.
Experience at T. Rowe Price
Before joining Alight Solutions, Amgad Yassa worked at T. Rowe Price as an Intermediary Sales Consultant from 2013 to 2021, totaling 8 years. During his tenure in Colorado Springs, Colorado, he played a significant role in intermediary sales, leveraging his knowledge in finance and client management to help the company grow its client base and improve service delivery.
Administrative Role at Wells Fargo
Amgad Yassa held the position of Teller at Wells Fargo for 5 months in 2012 to 2013. Based in Fort Collins, Colorado, this role provided him with foundational experience in financial transactions, customer service, and banking operations, skills that he later applied in his subsequent positions.
Early Career at Colorado State University
From 2010 to 2012, Amgad Yassa served as an Administrative Assistant at Colorado State University in Fort Collins, Colorado. This role marked the beginning of his professional journey, focusing on administrative tasks and providing support to the university's business operations. His time here provided valuable insight into organizational management and operational efficiency.
Education in Finance and Financial Management
Amgad Yassa holds a Bachelor of Business Administration (B.B.A.) in Finance and Financial Management Services from Colorado State University, where he studied from 2009 to 2013. His academic background laid the groundwork for his expertise in financial planning, investment strategies, and financial management services, which he has applied throughout his career in various capacities.