
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach to work. Exceptional knowledge in wealth management, customer service and investment products. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Ghana Stock Exchange, Licensed Investment Adviser
Ran over 10 investment and retirement seminars for several groups of clients including churches, schools and investment clubs.
Overseen the increase of asset under management from USD200K to USD1.16M in 4 years
Won the Fund Manager of the Year and Pension Fund Manager of the Year for 2 consecutive years, 2019 and 2020
Portfolio Manager for Best Performing Fixed Income Trust in 2021, Fidelity Fixed Income Trust
Commendation from clients and colleagues as star performer in 2020 and 2021 client surveys
Teen Service Coordinator, Anagkazo Assemblies
Online (Zoom) Teen Class Facilitator, Closer Walk Wives
Mentor, BarCamp Ghana
New Scholar Mentor, Commonwealth Scholarship
News and Christian Literature
Seeing and experiencing new places and cultures