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.
9 March 2021
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
22 January 2021As firms pursue front-to-back office digitization, this report explores several strategies being employed including modernization of core busine…
11 October 2020Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
21 September 2020Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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…
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…