Motivated Investment Advisor with experience in advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
3
3
Languages
Work History
Investment Advisor
Abrimo Global Consultancy
02.2020 - Current
Negotiated favorable terms for clients when executing trades or purchasing investment products, maximizing returns on invested capital.
Delivered presentations on personal finance and investing topics, educating clients and the general public about best practices for wealth management.
Mentored junior advisors, sharing industry knowledge and best practices for success in the field.
Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
Conducted thorough due diligence on potential investments, minimizing exposure to unsuitable opportunities for clients.
Participated in continuing education programs to stay current with evolving industry trends, regulations, and product offerings.
Leveraged cutting-edge technology tools to enhance portfolio analysis capabilities, leading to more accurate projections of risk-adjusted performance.
Finance Assistant
Save The Children International
01.2019 - 12.2019
Supported the finance team by processing invoices and expense claims promptly and accurately.
Increased efficiency with thorough maintenance of financial records and documentation.
Improved financial accuracy by diligently reviewing and reconciling monthly bank statements.
Ensured compliance with regulatory requirements through meticulous record-keeping and reporting practices.
Managed office inventory and ordered new supplies when items were running low.
Contributed to improved cash flow management, preparing regular cash flow projections for review by senior finance staff.
Reduced discrepancies in accounts receivable by closely monitoring customer payments and following up on overdue balances.
Reported financial data and updated financial records in ledgers and journals.
Helped reconcile bank statements and accounts and maintain accuracy and current records.
Generated reports for budgeting, forecasting and financial analysis to track results against target profit margins.
Minimized risk of errors by accurately processing invoices, payments and other financial transactions.
Maintained account accuracy by reviewing and reconciling checks monthly.
Streamlined daily reporting information entry for efficient record keeping purposes.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Accounts Intern
Windle Trust
07.2018 - 12.2018
Increased efficiency in accounts payable processing by organizing invoices and ensuring prompt payments to vendors.
Streamlined daily reporting information entry for efficient record keeping purposes.
Inspected account books and recorded transactions.
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Input financial data and produced reports using software
Education
Bachelor of Commerce - Finance
UNIVERSITY OF NAIROBI
Nairobi, Nairobi Province, Kenya
04.2001 -
Skills
Analytical Thinking
IPO understanding
Loss Prevention
Benchmark composition
Community Relations
Problem-solving skills
Investment analytical systems
Technical Analysis
Timeline
Investment Advisor
Abrimo Global Consultancy
02.2020 - Current
Finance Assistant
Save The Children International
01.2019 - 12.2019
Accounts Intern
Windle Trust
07.2018 - 12.2018
Bachelor of Commerce - Finance
UNIVERSITY OF NAIROBI
04.2001 -
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