Adebayo Victor Ola
Vaughan
Summary
Results-driven financial professional with extensive experience in personal banking and mutual fund management. Holds an MBA in Finance and Investment, FMVA certification, and currently pursuing certification as a Personal Financial Planner (PFP). Strong foundation in financial planning, investment strategies, and market research. Excels in evaluating investment opportunities, conducting due diligence, and providing data-driven recommendations to optimize portfolio performance. Recognized for analytical acumen, attention to detail, and effective communication of complex financial concepts. Eager to leverage expertise and passion for financial analysis in a dynamic role as a financial planner.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Banking Advisor
National Bank of Canada
01.2023 - Current
- Advise clients on banking products and services, building strong relationships to achieve financial goals.
- Conduct financial assessments, portfolio management, and investment strategies to optimize client satisfaction.
- Collaborate with cross-functional teams to enhance customer experience and streamline operations.
Financial Planner
First Bank
01.2018 - 01.2023
- Managed a diverse portfolio of clients, delivering tailored financial solutions to meet client needs.
- Collaborated with tax professionals to optimize clients' financial plans for tax efficiency.
- Conducted credit analysis, risk assessments, and provided recommendations to support lending decisions.
- Analyzed clients' financial situations to develop tailored investment strategies.
- Assisted in retirement planning, ensuring alignment with clients' long-term goals.
Financial Analyst
First Track Interlinks
01.2015 - 01.2018
- Developed financial models, budgeting, forecasting, and variance analysis.
- Supported the development of investment strategies and provided insights on market trends.
- Analyzed financial data to identify trends and inform strategic decision-making.
Education
MBA - Finance and Investment
Dangote Business School
Skills
- Retirement planning
- Wealth management
- Financial Planning & Data Interpretation
- Cash flow management
- Client relationship development
- Insurance planning
- Strategic financial planning
Certification
- Personal Financial Planner Certification (in view)
- Financial Planning I & II Certification
- Investment Funds in Canada (IFIC) Certification
- Financial Modeling & Valuation Analyst (FMVA)
Additional Information
Proficient in Microsoft Excel, PowerPoint, and financial software tools., Excellent communication, analytical, and problem-solving skills.
Languages
English
Full Professional
Accomplishments
- Managed FP clients portfolio worth over $500m
Timeline
Banking Advisor
National Bank of Canada
01.2023 - Current
Financial Planner
First Bank
01.2018 - 01.2023
Financial Analyst
First Track Interlinks
01.2015 - 01.2018
MBA - Finance and Investment
Dangote Business School
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