MS EXCEL
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
2024.10 - 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
2021.01 - 2023.12
- 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
2018.01 - 2020.12
- 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 2001.04 -
Bachelor of Science - COMPUTER SCIENCE AND ENGINEERING
LADOKE AKINTOLA UNIVERSITY OF TECHNOLOGY
NIGERIA 2001.04 -
Timeline
INVESTMENT ADVISOR
SELF EMPLOYED
2024.10 - Current
LOGISTICS OFFICER
CARGO NAIJA
2021.01 - 2023.12
LOAN OFFICER
CEDAR MICROFINANCE BANK
2018.01 - 2020.12
Master of Science - INTERNATIONAL BUSINESS
UNIVERSITY OF PLYMOUTH
2001.04 -
Bachelor of Science - COMPUTER SCIENCE AND ENGINEERING
LADOKE AKINTOLA UNIVERSITY OF TECHNOLOGY
2001.04 -
Skills
Investment strategies
Portfolio management
Wealth management
Industry analysis
Expertise in Excel
Financial modeling
Asset management
Business development
Uncompromising work ethic
Time management
Software
MS WORD