Eseohe Samson-Ibhagui
Houston
Summary
Finance professional with experience across wealth management, investment advisory, and client portfolio support. Passed CFA Level I and hold Series 7 and Series 66 licenses. Strong academic foundation in finance with experience discussing investment strategies, portfolio construction, and market developments with clients. Seeking to transition into Equity Capital Markets.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Registered Client Associate
Raymond James
Houston
03.2025 - Current
- Support advisory team responsible for approximately $400 million in client assets across diversified investment portfolios.
- Prepare portfolio review materials and investment-related client communications.
- Coordinate execution and servicing of investment transactions across multiple asset classes.
- Review account activity and documentation for compliance and operational accuracy.
- Serve as liaison between advisors, clients, and internal partners.
Advisor Development Program Financial Solutions Advisor I
Bank of America Merrill Lynch
Houston
07.2022 - 03.2025
- Developed and presented investment proposals tailored to client objectives.
- Advised clients on investment strategies, portfolio allocation, retirement planning, and risk considerations.
- Monitored portfolio performance, recommending adjustments to align with market conditions.
- Conducted market and investment research to enhance client recommendations.
- Built and maintained client relationships through proactive investment discussions.
Education
Bachelor of Business Administration - Finance
Sam Houston State University
Huntsville, TX05-2022
Skills
- Microsoft Excel (MOS certified)
- PowerPoint
- Python programming
- Financial Statement Analysis
- Investment Research
- Portfolio Analysis
- Valuation Concepts
Certification
- CFA Program, Passed Level I
- FINRA Series 7
- FINRA Series 66
- Microsoft Office Specialist (MOS), Excel
Timeline
Registered Client Associate
Raymond James
03.2025 - Current
Advisor Development Program Financial Solutions Advisor I
Bank of America Merrill Lynch
07.2022 - 03.2025
Bachelor of Business Administration - Finance
Sam Houston State University