Abu Morlai Kamara
Fairfax,Virginia
Summary
Accomplished Financial Services Professional with extensive experience at Gumax Accounting Services, specializing in investment strategies and customer relationship management. Demonstrated ability to develop comprehensive financial plans that enhance client satisfaction and drive investment performance. Proficient in financial product sales and tax rectification, leveraging a strong combination of analytical prowess and interpersonal skills to achieve significant results.
Overview
12
12
years of professional experience
Work History
Financial Services Professional
Work with various platforms and insurance comp Web
Fairfax, Virginia
11.2023 - Current
- Assessed clients' income, expenses, financial goals, and risk tolerance to create effective financial plans.
- Devised innovative financial strategies to enhance client relationships.
- Created financial models to evaluate investment performance.
- Coordinated with external advisors and internal stakeholders on financial topics.
- Advised on various financial products such as mutual funds, stocks, bonds, and insurance.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
Tax Associate
Gumax Accounting Services
WOODBRIDGE , Virginia
02.2013 - 06.2015
- Rectified prior tax returns to address errors and secure additional deductions and credits.
- Engaged in ongoing education for taxation expertise.
- Evaluated data and quantified liabilities in compliance with tax regulations.
Education
MBA - Auditing & Taxation
Strayer University
Woodbridge, VA06-2018
Master of Science - Finance & Accounting
IPAM, USL
E. J. Momoh Street, Tower Hill, Freetown, Sierra L12-2011
Bachelor of Science - Financial Services
IPAM, USL
E. J. Momoh Street, Freetown, Sierra Leone12-2007
Skills
- Know your customer
- Investment strategies
- Sales and marketing
- Cost-benefit analysis
- Cash flow forecasting
- Customer relationship management
- Credit analysis
- Financial product sales
- Financial reporting
Timeline
Financial Services Professional
Work with various platforms and insurance comp Web
11.2023 - Current
Tax Associate
Gumax Accounting Services
02.2013 - 06.2015
MBA - Auditing & Taxation
Strayer University
Master of Science - Finance & Accounting
IPAM, USL
Bachelor of Science - Financial Services
IPAM, USL
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