Awaad is a wealth management analyst based out of Celent’s New York office. His research primarily focuses on emerging technology applications to the client/advisor experience and front-to-back office operations.
Prior to joining Celent, Awaad worked in Banking and Telecommunications, where he focused on enabling front-line operations with AI-based technologies at the Royal Bank of Canada and Rogers Communications. Awaad has also worked extensively in the start-up space, designing mobile applications and utilizing drone delivery tech for philanthropic purposes.
Awaad graduated with a Bachelor’s degree in Commerce, with a Specialization in Accounting and a Major in Economics from the University of Toronto.
4 August 2021The second quarter of 2021 has been generally positive, as highlighted by the remarkable resilience of public companies on the S&P 500, resultin…
3 August 2021Hear from Awaad Aamir speak on Customer Engagement. Create a guest account or log in to access the on-demand video. Explore our dedicated hub pa…
2 August 2021"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
19 July 2021Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Celent Roundtable | Next Generation Wealth Management: Technology Transforming Front to Back Investment and Advisory (Invitation Only)29 January 2020 08:30 - 11:30 EST (13:30 GMT, 14:30 CET)
CanadaOVERVIEW: Celent is pleased to bring our next installment of Celent’s Roundtable Series to Toronto on January 29, 2020 This exclusive, invitatio…
19 July 2021
Meanwhile, the rise of fractional share investing and zero-commission trading are making the strategy accessible to more than just ultra-wealthy…
20 September 2020
Minneapolis-based aggregator Wealth Enhancement Group has made two key hires that will focus on digital efforts at the firm. While the firms's r…