Summary
Overview
Work History
Education
Skills
Timeline
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Steve Alabi Samuel

Financial Analyst/ Data Analyst
Clovis, California

Summary

Versatile Data & Financial Analyst with exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients in financially sound directions.

Overview

11
11
years of professional experience

Work History

Investment Analyst Associate

Societe Generale Bank Nigeria Limited
05.1991 - 01.1992
  • Effectively upsold products by introducing accessories and other add-ons, adding 220,000 KES to average monthly sales
  • Generated brand awareness and positive product impressions to increase sales 22%
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Collaborated with cross-functional teams to identify new opportunities and optimize asset allocation strategies.
  • Increased client satisfaction by providing tailored investment advice and strategies.
  • Assisted companies with choosing and timing investments for optimal results.
  • Generated status reports, brief books and IPO pitches.
  • Evaluated performance of existing investments and adjusted accordingly.

Credit Analyst

Societe Generale Bank Nigeria Limited
03.1985 - 04.1991
  • Identified potential problem loans early on through ongoing monitoring activities, enabling prompt remedial actions when needed.
  • Attended credit-related training and conferences to stay informed about industry trends and developments.
  • Conducted industry research to understand economic conditions impacting borrower ability to repay loans.
  • Achieved operational efficiency via continuous improvement initiatives focused on streamlining processes within the Credit Analysis department.
  • Complied with internal controls and government regulations.
  • Collaborated with other teams to identify and mitigate risks impacting organization.
  • Made decisions and recommendations about extending lines of credit.
  • Maintained compliance with applicable regulations and laws governing consumer credit.
  • Optimized risk-return profiles by applying advanced statistical models and stress testing methodologies during underwriting processes.
  • Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
  • Developed credit models to assist in the credit decisioning process.

Customer Service Associate

Societe Generale Bank Nigeria Limited
10.1980 - 08.1983
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Developed and actualized customer service initiatives to decrease wait times.
  • Cross-trained and backed up other customer service managers.
  • Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
  • Responded proactively and positively to rapid change.
  • Managed high call volume with exceptional time management skills, minimizing wait times for customers.
  • Solved problems with products and services by providing customers with technical support.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Cross-trained and provided backup support for organizational leadership.
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.
  • Participated in cross-functional teams to address complex customer concerns, resulting in prompt resolution of issues.

Education

MBA - Business And Accounting

Fitchburg State University
Massachusetts
07.2023

Bachelor of Science - Applied Management

Grand Canyon University
Arizona
04.2001 -

Banking And Finance - Banking And Finance

Ahmandu Bello University
Kaduna State,Nigeria
04.2001 -

Data Science And Machine Learning

Massachusetts Institute of Technology
Boston, Massachusetts
01.2024

Microsoft Excel For Business Intelligence - Certification Jasper Analytics In MiscrosoftExcel

Jasper Analytics
London UK
04.2001 -

Power BI For Business Intelligence - Certification:Power BI For Business Intelligence

Jasper Analytics
London UK
04.2001 -

Skills

Microsoft Excel

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Timeline

Bachelor of Science - Applied Management

Grand Canyon University
04.2001 -

Banking And Finance - Banking And Finance

Ahmandu Bello University
04.2001 -

Microsoft Excel For Business Intelligence - Certification Jasper Analytics In MiscrosoftExcel

Jasper Analytics
04.2001 -

Power BI For Business Intelligence - Certification:Power BI For Business Intelligence

Jasper Analytics
04.2001 -

Investment Analyst Associate

Societe Generale Bank Nigeria Limited
05.1991 - 01.1992

Credit Analyst

Societe Generale Bank Nigeria Limited
03.1985 - 04.1991

Customer Service Associate

Societe Generale Bank Nigeria Limited
10.1980 - 08.1983

MBA - Business And Accounting

Fitchburg State University

Data Science And Machine Learning

Massachusetts Institute of Technology
Steve Alabi SamuelFinancial Analyst/ Data Analyst