I am investment professional with strong background in financial markets, financial products, risk management and Data Analytics.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Risk Business Analyst
Mascoma Bank
10.2023 - 03.2024
Lead in monitoring bank wide risk indicators, assessment and reporting.
Lead in supporting Review of Vendor contracts and agreements to identify potential risks and ideal mitigation strategies.
Developed a comprehensive risk management framework at Mascoma Bank that reduced non-compliant correction time by 40%.
Lead in monitoring Bank’s Risk Appetite against emerging risks.
Coordinating internal Audit processes with external auditors
RELATIONSHIP BANKER II
Mascoma Bank
10.2022 - 05.2023
Create continuous client relationships by providing knowledgeable information on banking products and services
Meet with customers to discover financial needs and provide product recommendations
Increase personal revenue contribution to branch by cross-selling products to clients via lobby and outbound calls
Process customer requests for statements, ordering additional checks, and updating customer personal information in database
Resolve customer complaints and disputes to maintain satisfaction and loyalty
CUSTOMER SERVICE REPRESENTATIVE II
BarHabbor Bank
04.2022 - 09.2022
Comply with corporate and regulatory policies regarding information confidentiality and privacy
Offer advice and assistance to customers, paying attention to special needs or wants
Provide primary customer support to internal and external customers
Analyze customer service trends to discover areas of opportunity and provide feedback to management
Respond to customer requests for products, services, and company information
HEAD, FIXED INCOME & MONEY MARKETS
Equity Bank Limited
11.2017 - 11.2021
Lead as a secretary to ALCO (Bank’s assets & Liabilities committee) in advising bank senior leadership on interest rates risk.
Lead in the bank's Treasury Bonds trading and investment book USD 1 Billion
Represent the bank in meetings with the bank's regulators (Central Bank of Kenya and Kenya's Capital Markets Authority).
Education
MSc - Data Analytics & Intelligence
Merrimack College
05.2025
EMBA - BUSINESS ADMINISTRATION
Saïd Business School, Oxford University
Oxford, UK
06.2024
BBA - BUSINESS ADMINISTRATION
United States International University (Africa)
Nairobi, Kenya
08.2007
Skills
Data Visualization with Tableau & Advanced MS Excel
Data Analytics & Business Intelligence
Financial Modeling & Investment Analysis
Proficiency in Python, R & MS Excel
Certification
Certified Financial Analyst (CFA Level 1)
R Certifications: Introduction to Statistics in R, Data Manipulation with DPLYR, Introduction and Intermediate R, Data Visualization with ggplot2, Introduction to Tidyverse, Exploratory Data Analysis in R
Advanced Data Analysis with Excel with Visualization & Tableau