MBA

B.Sc. Economics

Wealth Advisor

• Helping people with their retirement and legacy planning by identifying wealth accumulation and protection needs, and offering suitable solutions. • Coordinated high-volume appointment scheduling, managed follow-ups, and tracked internal requests across CRM and documentation systems. • Conducted periodic KYC updates and financial needs reviews to stay on top of client needs.

Wealth Advisor

• Helping people with their retirement and legacy planning by identifying wealth accumulation and protection needs, and offering suitable solutions. • Coordinated high-volume appointment scheduling, managed follow-ups, and tracked internal requests across CRM and documentation systems. • Conducted periodic KYC updates and financial needs reviews to stay on top of client needs.

Head, Buy-Side Research & Portfolio Management

• Supervisory portfolio manager for a team of multi-asset mutual fund and SMA portfolio managers. • Financial modelling in excel, forecasting & valuation. • Absolute valuation – DCF, DDM, NAV. • Relative valuation – P/E, P/B, EV/EBITDA. • Portfolio asset allocation and rebalancing. • Joined the sales team to market products, including the Nigeria Infrastructure Debt Fund (“NIDF”)

Managing Director Designate

• Multi-asset SMA portfolio management. • Financial modelling in excel, forecasting & valuation. • Absolute valuation – DCF, DDM, NAV. • Relative valuation – P/E, P/B, EV/EBITDA. • Portfolio asset allocation and rebalancing.

Head, Investment Management

• Supervisory portfolio manager for a team of multi-asset mutual fund and SMA portfolio managers. • Financial modelling in excel, forecasting & valuation. • Absolute valuation – DCF, DDM, NAV. • Relative valuation – P/E, P/B, EV/EBITDA. • Portfolio asset allocation and rebalancing.

Chartered Investment Manager

Certification by the Canadian Securities Institute