Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Danielle Omogolor

Winnipeg,MB

Summary

Hardworking and diligent second-year commerce student at the University of Manitoba, majoring in Business Analytics. Licensed financial advisor with a strong interest in the financial sector, particularly in insurance, investments, and savings accounts. Eager to pursue internships that further my knowledge and skills in the industry. Demonstrated ability to work effectively in team environments, with solid technical skills in Microsoft Office.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Freelancer/Data Annotation

Outlier
06.2024 - Current
  • Managed multiple projects simultaneously while maintaining a high level of attention to detail and organization.
  • Enhanced client satisfaction by delivering high-quality work within deadlines.
  • Analyzed user feedback to gather input and identify areas required for improvement.
  • Adapted quickly to changing project requirements, demonstrating flexibility and adaptability under pressure.
  • Optimized project efficiency by creating and implementing effective task management strategies.

Licensed Financial Advisor

Self Employed
11.2023 - Current


  • Leveraged research tools provided by the firm to stay informed about current market events affecting clients'' portfolios.
  • Assisted clients during major life events such as retirement or inheritance planning, ensuring smooth transitions between different stages of wealth accumulation.
  • Achieved high client satisfaction by providing personalized financial advice and investment strategies.
  • Advised clients on tax-efficient strategies for their investments, resulting in optimized after-tax returns.
  • Developed comprehensive financial plans for clients to help them reach their short-term and long-term financial goals.

Cashier Team Lead

Integrated Food Systems
05.2023 - 05.2024
  • Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
  • Assisted customers by answering questions and fulfilling requests.
  • Communicated with customers and team members to solve problems.
  • Processed both cash and card purchases and returns.

Education

Bachelor Of Commerce - Business Analytics

University of Manitoba
Winnipeg, MB
05.2026

Skills

Licensed Financial Advisor: Certified by the Insurance Council of Manitoba, with expertise in financial planning and asset management

HLLQP Certified: Completed the Harmonized Life License Qualification Program, enabling proficiency in life insurance and related financial products

Analytical & Business Skills: Experienced in financial analysis, business evaluation, and project planning

Team Collaboration: Proven team player through participation in group projects at the Asper School of Business

Technical Proficiency: Advanced skills in Microsoft Word, Excel, PowerPoint, Teams, and Outlook

Certification

• Harmonized Life License Qualification Program (HLLQP)

• Emergency First Aid and CPR with AED

• Fundamentals of Digital Marketing

Timeline

Freelancer/Data Annotation

Outlier
06.2024 - Current

Licensed Financial Advisor

Self Employed
11.2023 - Current

Cashier Team Lead

Integrated Food Systems
05.2023 - 05.2024

Bachelor Of Commerce - Business Analytics

University of Manitoba

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Danielle Omogolor