Open To Work
ISAAC ASIEDU
Calgary,Canada
Summary
Strategic finance professional skilled in leading teams to achieve significant business results, including $30M in capital raised and an 86% client retention rate. Expertise in financial analysis, credit risk assessment, and portfolio management, fostering collaborative environments to drive growth and effective solutions for clients.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Executive Director
Stratwell Oak Consult
Calgary, AB
08.2024 - Current
- Led high-performing team of corporate consultants in strategic planning, business transaction advisory, market development, business restructuring, and raising debt and equity capital for over 150 clients across North America, UAE, and Africa, securing over $30M in funds.
- Led strategic planning initiatives to align organizational goals with market trends.
- Managed cross-functional teams to enhance project collaboration and communication.
- Developed and implemented policies to ensure compliance with regulatory standards.
Business Banking Credit Risk Analyst
BMO Financial Group
Calgary, AB
08.2021 - 08.2024
- Conducted financial analysis and credit risk assessments for new and existing lending customers to support informed lending decisions.
- Underwrote credit applications by applying over 200 bank policy guidelines to identify and mitigate risks within portfolio approval limits.
- Provided analytical findings to deal teams to support the execution of strategic lending objectives in collaboration with internal stakeholders through stress tests and trend analysis on financing applications
- Evaluated risk, internal controls, and compliance as part of daily responsibilities while integrating information from multiple sources to enhance analysis and streamline reporting.
- Bank of Montreal
Universal Banker, MFDA Representative
Canadian Imperial Bank of Commerce
Calgary, Canada
01.2020 - 07.2021
- Licensed Mutual Fund Representative; Analyzing client needs and recommending mutual funds best suited to clients' investment, retirement, and estate planning goals.
- Executed orders to buy or sell mutual fund units while delivering periodic performance reports to clients.
- Advised individual and business clients on financial planning, cash flow and credit management, investment strategies, and wealth protection.
- Supported client needs and facilitated banking operations through effective customer service at CIBC.
Head of Business Development
Delta Capital Ltd.
Accra, Ghana
04.2015 - 12.2019
- Led business development presentations to acquire new retail and institutional customers to develop a new market base of over US$98 Million in Asset Under Management (AUM).
- Served as Fund Manager Representative and Advisor for 43 business clients, including university faculties, trade unions, and providers in manufacturing, agriculture, and services, delivering portfolio management and client relationship management services.
- Managed client wealth portfolios
- Participated in investment committee, conducting credit evaluations and approvals, and facilitating fundraises for working capital financing projects for business clients.
- Worked as a representative consultant to corporate clients to build working operational and financial models for execution.
- Created annual and quarterly marketing and customer retention programs, achieving an average client retention rate of 86% per annum and a 23% revenue increase per year over five years.
- Trained staff on effective customer relationship management strategies.
Branch Manager
McOttley Capital Ltd.
Western Region, Ghana
02.2013 - 03.2015
- Led team of advisors and mutual fund sales representatives to establish new regional branch, enhancing service delivery and market presence.
- Participated in customer service delivery through investment advisory and account management, leading sales pitches and presentations that resulted in acquisition of over US$5.2 million in assets under management in 16 months.
- Developed annual branch marketing and customer retention programs for effective implementation leading to an average of 84% customer retention rate.
- Managed client wealth portfolios, ensuring tailored investment strategies to meet individual financial goals.
Education
Executive Master of Business Administration -
Kwame Nkrumah University of Science & Technology
Ghana01-2017
Bachelor of Edu. (Hons) - Mathematics
University of Cape Coast
Cape Coast, Ghana01-2010
Diploma in Financial Management -
Institute of Commercial Management
Bournemouth, United Kingdom01-2009
Skills
- Strategic planning
- Business development
- Financial analysis
- Market analysis
- Risk assessment
- Portfolio management
- Budgeting and financial management
- Advisory services
- Team leadership
- Negotiation skills
- Effective communication
- Business planning
Certification
- Investment Funds in Canada (IFC) Certificate, Canadian Securities Institute, Canada, 07/01/20
- Ghana Securities Industry Certificate, Ghana Stock Exchange (GSE) - Ghana, 11/01/14
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeContract WorkGig WorkLocation Preference
RemoteOn-SiteLocation: Calgary, ABToronto, ONVancouver, BCEdmonton, AB
Open to relocation: Yes
Timeline
Executive Director
Stratwell Oak Consult
08.2024 - Current
Business Banking Credit Risk Analyst
BMO Financial Group
08.2021 - 08.2024
Universal Banker, MFDA Representative
Canadian Imperial Bank of Commerce
01.2020 - 07.2021
Head of Business Development
Delta Capital Ltd.
04.2015 - 12.2019
Branch Manager
McOttley Capital Ltd.
02.2013 - 03.2015
Executive Master of Business Administration -
Kwame Nkrumah University of Science & Technology
Bachelor of Edu. (Hons) - Mathematics
University of Cape Coast
Diploma in Financial Management -
Institute of Commercial Management