Music
Calton Praise
Strategy Analyst
Nairobi
Work Preference
Summary
Financial professional specializing in investment strategies, risk management, and client relationship development. Demonstrates strong analytical skills and effective communication, fostering collaboration to achieve financial objectives. Adapts to changing market conditions to deliver optimal results for clients while enhancing team synergy. Proficient in financial planning, portfolio management, and ensuring regulatory compliance.
Overview
3
3
Languages
Work History
Financial Advisor/ Lead Generator Attachee
CIC INSURANCE - THIKA
05.2024 - 08.2024
- Provided comprehensive retirement planning services to ensure clients maintain their desired lifestyle.
- Educated clients on various financial matters and offered professional recommendations on investment opportunities, products, and services tailored to each client’s individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Cultivated and strengthened relationships with new clients while educating them on account services and capabilities.
- Analyzed clients’ risk tolerance levels and developed customized investment portfolios aligned with their personal objectives.
- Facilitated the new client onboarding process and investment account setup.
- Advised clients on tax-efficient investment strategies to optimize their financial outcomes.
- Handled an average of 20 outbound and inbound client calls daily.
Education
Bachelors of Science - Strategic Management
MOI UNIVERSITY
Eldoret12-2025
Kenya Certificate of Secondary Examination - High School Studies
Thika High School
Thika 04.2001 -
Skills
Strategic planning
Strategic communication
Strategic planning
Observational data
Market insight analysis
Decision analysis
Content planning
Websites
Interests
Novels
Dancing
Touring
Languages
English
Bilingual or Proficient (C2)
Swahili
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Quote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Financial Advisor/ Lead Generator Attachee
CIC INSURANCE - THIKA
05.2024 - 08.2024
Kenya Certificate of Secondary Examination - High School Studies
Thika High School
04.2001 -
Bachelors of Science - Strategic Management
MOI UNIVERSITY