Experience

Moni (YC W22)

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Manager

  • Oct 2022 - Present

  Key Responsibilities: • Conduct research and analysis on market trends and investment opportunities to inform your clients’ financial plans. • Provide personalized investment advice and financial planning services to clients based on their individual financial goals. • Develop and maintain strong relationships with clients by regularly communicating with them and addressing their concerns and questions. • Monitor and adjust client portfolios to ensure they align with their financial objectives and risk tolerance. • Stay up to date on changes in regulations and policies that may affect clients’ portfolios. • Promote the firm's services to grow the business. Show less



Agroonus Farms International Limited

• Co-Founder

  • Jul 2022 - Present

  Business strategist and Head of Sales Business strategist and Head of Sales



CitiTrust Asset Management

• Nigeria
• Investment Management
• 1 - 100 Employee

• Investment Executive

  • Feb 2021 - Sep 2022

  Key Responsibilities: -Deposit mobilization from individual and corporate bodies. -To develop and maintain sound and profitable relationship with customers. -To continually generate viable pipeline of prospects. -Provide comprehensive reports of daily and weekly activities. - Ensure excellent, efficient and comprehensive customer service delivery is provided. Key Responsibilities: -Deposit mobilization from individual and corporate bodies. -To develop and maintain sound and profitable relationship with customers. -To continually generate viable pipeline of prospects. -Provide comprehensive reports of daily and weekly activities. - Ensure excellent, efficient and comprehensive customer service delivery is provided.


Prudential Mortgage Bank
• Nigeria
• Financial Services
• 1 - 100 Employee
• Retail Manager

  • Mar 2018 - May 2020


Ministry of Women ANffairs Imo State

• Marketing Communications Specialist

  • Nov 2016 - Oct 2017

  Key Responsibilities: -Assisted with project execution and tasks. -Created effective and adequate communication and documentation of records. -Handled multi-faceted tasks such as Bank reconciliations, ledger posting and checking of vouchers. - Assisted in managing reciepts and records. Key Responsibilities: -Assisted with project execution and tasks. -Created effective and adequate communication and documentation of records. -Handled multi-faceted tasks such as Bank reconciliations, ledger posting and checking of vouchers. - Assisted in managing reciepts and records.