financial planner
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Education: 4
Experience: 2 years
Relocation: Yes - Internationally
Career Objective
To work in a challenging financial position where I would utilize my gained knowledge and skills to the best of my ability and with minimum supervision
Professional Experience
CREATIVE CAPITAL FINANCIAL SOLUTIONS Portfolio Management
Duties:
o Liasing with stockbrokers to execute client transactions
o Fund management
o Managing clientele database
o Client relationship Management
o Executing share orders
o Facilitating share transfers and immobilizations
Jan 2008-to March 2008:
BARCLAYS BANK: TREASURY OPERATIONS Internship
Duties:
o Reuters roll checks
o Money Market and Forex confirmations Matching
o Data entry for Business Continuity Management purposes
o Verification of Deals on Deal Manager System
Jan 2006-to Dec 2007:
CAMPUS WORK OPPORTUNITY: USIU Assistant Internship Coordinator
Duties:
o Updating databases to cars
o Updating databases in Excel
o Help students to fill up internship forms
o Placement of internship positions on notice boards
o Registration of interns
o Handling calls/students when the Coordinator is not around
Eductation
Fall 2004 to Present B.Sc. International Business Administration (IBA)
Concentration: Finance (G.P.A 3.47 on Scale of 4.0)
United States International University (USIU)
Expected Graduation date: August 2008
2000 to 2003 Kenya Certificate of Secondary Education (KCSE)
Mean grade B (MINUS).
Othaya Boys Secondary School
1999 Kenya Certificate of Primary Education (KCPE)
Mean grade B (PLUS)
Ihururu Academy
Certification
July 2005 to Present IIA- Kenya
Registered member of Institute of Internal Auditors-Kenya; yet to sit for the CIA Exam
Jan 2006 to Present USIU-SIFE
Registered member of USIU Students in Free Enterprise
Additional Information
„a Nominated to attend the ˇ§Umoja Pamojaˇ¨ campaign launch as a student leader at the US Ambassadorˇ¦s to Kenya residence on 9th Oct 2007
„a Deanˇ¦s list during Fall 2005, summer 2006, Spring 2007 and Summer 2007 semesters
„a Most active USIU Business club member Year 2007
„a Leadership Award as Vice Chairman of USIU Business Club for two consecutive years
„a Leadership Award as Deputy School Captain, Deputy Dorm Captain and Assistant Class monitor at Othaya Boys Secondary School
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