Farah Elattar

Heritage Point Partners (“HPoint”) is a Private Equity firm focused on businesses with enterprise values of $5mm - $50mm. • Deal origination: directed daily outreach operations (business owners, investment bankers, M&A advisors, referral sources), resulting in 4 platform acquisitions, a 40% expansion of the firm's network of business intermediaries, and a 50% increase in monthly high-quality deal prospects • Process development & improvement: spearheaded the development, execution, and enhancement of processes and infrastructure for the firm's outreach and communications division (CRM implementation and upkeep, automation, outreach tools, internal software development) • Investment research: identified and researched pertinent investment theses, evaluated Total Addressable Market (TAM) and Serviceable Addressable Market (SAM), leading to successful omnichannel proprietary sourcing efforts • Investor relations: supported the founding team in managing relationships with current and potential investors, facilitating project execution, and contributing insights to shape the firm's strategic direction and vision

SEO’s mission is to create a more equitable society by closing the academic and career opportunity gap for motivated young people from underserved and/or historically excluded communities. By serving as a career mentor, I assist college students as they prepare for their summer internships in financial services. • Mentored 15 students through their summer internships in financial services

• Relationship building: strategically positioned and distinguished BlackRock and its investment offerings from competitors to private wealth advisors and institutional investors, resulting in over $1 billion in sales in 2021 and engagement with over 70% of the territory • Process optimization: developed and implemented a structured sales process, incorporating monthly newsletters, a rotating call schedule, and a comprehensive database of over 350 qualified active clients and potential leads, contributing to meeting sales targets and fostering business expansion • Investment product expertise: delivered presentations on complex investment products, specifically alternative investments (private equity, hedge funds, private credit, and multi-alternative solutions)

Morgan Stanley Wealth Management helps clients build, preserve, and manage their wealth to pursue their financial goals. • Financial planning enhancement: achieved a 75% increase in financial planning metrics across Central New Jersey, facilitating the adoption of a comprehensive approach to financial advisory services by advisors • Practice optimization: utilized data analysis to pinpoint opportunities for efficiency and scalability, leveraging analytical prowess and Morgan Stanley tools and systems to elevate advisors' practices

Earned French Baccalaureate in Economics and Social Sciences, with honors and congratulations from the corrections jury. Met with the French Ambassador in Egypt in recognition of my achievements.