Summary
Overview
Work History
Education
Timeline
Skills
Software
Generic

OLASUNKANMI BELLO

INVESTMENT ANALYST
NEWCASTLE

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

7
7
years of professional experience

Work History

INVESTMENT ADVISOR

SELF EMPLOYED
10.2024 - Current
  • Increased client satisfaction by providing customized investment advice tailored to individual financial goals.
  • Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
  • Delivered presentations on personal finance and investing topics, educating clients and the general public about best practices for wealth management.
  • Developed customized financial plans for small business owners, addressing unique challenges such as succession planning and cash flow management.

LOGISTICS OFFICER

CARGO NAIJA
01.2021 - 12.2023
  • Maintained detailed records of all international shipments, ensuring company-wide transparency and facilitating accurate reporting for both internal stakeholders and regulatory agencies.
  • Collaborated with sales and marketing teams to develop promotional strategies that increased customer satisfaction and boosted revenue.
  • Kept meticulous records of deliveries, including invoices, delivery confirmations, and any other required documentation to ensure accurate tracking and billing processes.
  • Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.

LOAN OFFICER

CEDAR MICROFINANCE BANK
01.2018 - 12.2020
  • Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
  • Maintained strict compliance with industry regulations and company policies during all stages of the loan process.
  • Negotiated favorable terms with lenders on behalf of clients, securing competitive interest rates and fees.
  • Conducted comprehensive reviews of applicant credit histories, identifying discrepancies or concerns requiring further investigation.
  • Completed thorough risk assessments for each application, mitigating potential losses for the company while maintaining high approval rates.

Education

Master of Science - INTERNATIONAL BUSINESS

UNIVERSITY OF PLYMOUTH
UNITED KINGDOM
04.2001 -

Bachelor of Science - COMPUTER SCIENCE AND ENGINEERING

LADOKE AKINTOLA UNIVERSITY OF TECHNOLOGY
NIGERIA
04.2001 -

Timeline

INVESTMENT ADVISOR

SELF EMPLOYED
10.2024 - Current

LOGISTICS OFFICER

CARGO NAIJA
01.2021 - 12.2023

LOAN OFFICER

CEDAR MICROFINANCE BANK
01.2018 - 12.2020

Master of Science - INTERNATIONAL BUSINESS

UNIVERSITY OF PLYMOUTH
04.2001 -

Bachelor of Science - COMPUTER SCIENCE AND ENGINEERING

LADOKE AKINTOLA UNIVERSITY OF TECHNOLOGY
04.2001 -

Skills

Investment strategies

Software

MS EXCEL

MS WORD

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OLASUNKANMI BELLOINVESTMENT ANALYST