Irakoze Mugenzi
Windsor,Ontario
Summary
- Visionary and results-driven professional with a robust background in finance, business development, and relationship management.
- Demonstrated exceptional ability to cultivate and sustain strong client relationships, leveraging comprehensive wealth management expertise to develop and execute tailored investment strategies.
- Adept at analyzing financial data and market trends to optimize portfolios aimed at ensuring alignment with client objectives.
- Capable of coordinating with cross-functional teams to deliver execution of financial plans and strategies.
- Aptitude for healthcare administration and pharmaceutical sales, utilizing an MBA and healthcare information systems expertise to drive organizational success.
- Proficient in strategic management/financial analysis, integrating critical thinking and analytical skills to address complex business challenges.
- Demonstrated strong communication and bilingual capabilities, enabling engagement with diverse client bases and stakeholders across various industries.
- Conducted professional meetings with board members, professional sports team management & Healthcare professionals as a student achievement officer at Mount Marty University.
Overview
2025
2025
years of professional experience
2023
2023
years of post-secondary education
4
4
Certifications
3
3
Languages
Work History
Financial Service Representative
CI Financial Assante Wealth Management Investments
1 2023 - Current
- Cultivate lasting client relationships through exceptional advisory services and comprehensive wealth management
- Analyze financial data to develop tailored investment strategies that align with client objectives
- Coordinate with internal teams to ensure seamless execution of financial plans and investment actions
- Present complex financial concepts and investments opportunities clearly in both written and verbal formats
- Monitor financial market trends to proactively adjust strategies and optimize client portfolios
- Key accomplishments: Yearly statistics showcasing exceeded performances ranked by Financial advisors and Assistants from the branches
Student Achievement Officer
Mount Marty University
09.2019 - 05.2020
- Designed and implemented policies to enhance student services and academic achievement
- Coordinated operational reports and documentation to support departmental functions
- Served as the primary liaison between students and the business department chair
- Directed multiple student service programs to enhance educational outcomes
- Assisted in the organization and execution of academic events and workshops
- Key Accomplishments: Honored as a 30 Under 30 nominee in Yankton, South Dakota, representing Mount Marty University
EOSC Representative
Eastern Oklahoma State College
08.2016 - 05.2018
- Represented student interests in meetings with advancement and alumni offices
- Facilitated agenda setting and coordination for key departmental meetings
- Enhanced alumni relations through effective communication and engagement strategies
- Provided top-tier customer service to enhance the student and alumni experience
- Supported the business department chair with logistical and administrative tasks
- Key accomplishments: Recognized as Dean's list top student for two consecutive years, demonstrating academic excellence
- Represented the college soccer team for two years, showcasing dedication and teamwork skills
Education
Masters of Business Administration - Healthcare Information Systems
Southeastern Oklahoma State University
Bachelors of Exercise Science - undefined
Mount Marty University
Associates of General Science - undefined
Eastern Oklahoma State College
Skills
Wealth Management
Financial Analysis
Investment Strategies
Client Relationship Management
Business Development
Strategic Planning
Cross-Functional Team Collaboration
Market Trend Analysis
Portfolio Optimization
Healthcare Administration
Health information systems
Operational Efficiency
Policy Design & Implementation
Data Interpretation & Decision-Making
Customer Service Excellence
Administrative Support
Certification
Medical Assistance Certification, Auburn University, Auburn, AL, 09/22
Volunteer Experience
- Avera Hospital volunteering
- Windsor community food bank
- CSDECSO Camp
- Soccer Scholarships at Mount Marty University and Eastern Oklahoma State College
References
Available upon request
Timeline
Student Achievement Officer
Mount Marty University
09.2019 - 05.2020
EOSC Representative
Eastern Oklahoma State College
08.2016 - 05.2018
Bachelors of Exercise Science - undefined
Mount Marty University
Associates of General Science - undefined
Eastern Oklahoma State College
Financial Service Representative
CI Financial Assante Wealth Management Investments
1 2023 - Current
Masters of Business Administration - Healthcare Information Systems
Southeastern Oklahoma State University
Similar Profiles
Kayla BradburyKayla Bradbury
Financial Planner at CI Assante Wealth ManagementFinancial Planner at CI Assante Wealth Management
Sohaib DarhamSohaib Darham
Solutions Specialist at CI Assante Wealth ManagementSolutions Specialist at CI Assante Wealth Management
Carla ChimeraCarla Chimera
Executive Assistant & Practice Manager at Assante Wealth ManagementExecutive Assistant & Practice Manager at Assante Wealth Management
Tadala Mimi MphokaTadala Mimi Mphoka
High Risk Labor & Delivery Nurse at Detroit Medical CenterHigh Risk Labor & Delivery Nurse at Detroit Medical Center
Deanna SabouDeanna Sabou
Branch Systems Administrator at ScotiaMcLeodBranch Systems Administrator at ScotiaMcLeod