Conscientious individual with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Hi, I’m
Francis Math-Osagie
Summary
Overview
7
years of professional experience
1
Certification
Work History
Merrill Lynch
Financial Solutions Advisor
01.2020 - Current
Job overview
- Managed sensitive client data securely while maintaining strict confidentiality standards at all times.
- Achieved revenue growth targets by cross-selling bank products and services to existing clients. $45M in bue
- Collaborated with team members to design and implement comprehensive wealth management strategies for clients.
- Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
Skills Acquisition Program
Assistant Project Manager
01.2017 - 07.2018
Job overview
- Assisted in successful completion of projects by coordinating tasks, monitoring progress, and maintaining documentation.
- Managed and oversaw financial aspects of projects, including cost reports and analysis of expenses compared to budgets.
- Assisted in preparation of request for proposals (RFPs) and request for quotations (RFQs).
- Managed subcontractor relationships effectively to ensure quality workmanship within deadlines and budgets.
- Participated in engineering exercises to optimize projects costs.
Education
Hult International Business SchoolCambridge, MA
Master of Science from International Business
University Overview
UNIBEN
Bachelor of Engineering from Chemical Engineering
University Overview
Skills
- Equity Valuation
- Cash Flow Management
- Credit analysis
- Fundamental Analysis
- PeopleSoft FMS by Oracle
- Cognos TM1
- Kyriba
- Microsoft Suits
- MySQL
Affiliations
Affiliations
- Association of African American Engineers
- North American Securities Administrators
Certification
- Licensed Securities Representative S7
- Licensed Investment Advisor S66
Languages
English
Full Professional
French
Elementary
Edo Language
Full Professional
Timeline
Financial Solutions Advisor
Merrill Lynch
01.2020 - Current
Assistant Project Manager
Skills Acquisition Program
01.2017 - 07.2018
Hult International Business School
Master of Science from International Business
UNIBEN
Bachelor of Engineering from Chemical Engineering
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