Summary
Overview
Work History
Education
Skills
Distinctions
Certification
Qualification Summary
Affiliations
Hobbies
Timeline
Hi, I’m

Logan Jinadu

Logan Jinadu

Summary

Tactical Planner possessing expertise in wealth management, risk management and investment and financial strategies. Straight-thinking and resourceful professional with strong work ethic and developed interpersonal skills. Committed to achieving clients' short and long-term goals and customizing strategies around clients' needs and priorities. Certified in Series 7.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

12
years of professional experience
1
Certification

Work History

GOLDMAN SACHS LLC

Personal Financial Management
07.2018 - Current

Job overview

  • Enhanced client satisfaction by providing personalized financial advice and comprehensive wealth management services.
  • Developed tailored investment strategies for clients, resulting in improved portfolio performance and risk mitigation.
  • Mentored junior staff members, sharing knowledge of industry best practices and fostering a collaborative work environment.
  • Continuously monitored market trends and economic indicators to provide informed recommendations to clients.
  • Conducted comprehensive risk assessments, ensuring proper asset allocation in line with clients'' preferences and time horizons.
  • Collaborated with cross-functional teams to create customized financial plans addressing clients'' unique needs and goals.
  • Optimized client portfolios by identifying tax-efficient investment opportunities, resulting in reduced tax liabilities.
  • Implemented cost-saving measures for clients through thorough expense analysis and budget restructuring efforts.
  • Increased client retention rates by consistently delivering exceptional service and maintaining open lines of communication.
  • Assisted families in establishing education savings plans that maximized available resources while minimizing future costs associated with tuition expenses.
  • Partnered with legal professionals to address estate planning matters such as wills, trusts, power of attorney agreements, ensuring the seamless transfer of assets between generations.
  • Conducted in-depth portfolio reviews for clients, identifying areas of potential growth or risk exposure and making strategic adjustments as needed.
  • Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
  • Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
  • These analyses include but are not limited to; Cash flow Analysis, Tax projections, Asset Allocation, Retirement Gap Analysis, Educational Funding, Risk Management (Insurance), Estate Planning.
  • Built strong client relationships through transparent communication and regular updates on portfolio performance.
  • An objective approach to financial planning, with a focus on personal finance

UNION BANK NIGERIA PLC

Revenue Assurance Analyst, Corporate Head Office
07.2012 - 01.2016

Job overview

  • Customer Engagement: Led launch of first customer service charter and metrics in Nigerian Banking Industry, working with internal and external stakeholders; resulted in increasing Bank's customer service index score
  • Data Analysis: Developed and implemented monthly customer surveys; gathered and analyzed data and invented a detailed monthly metric reports for each branch, which included strategic recommendations
  • Performance Dashboard: Designed an internal service monitoring report and standard for measuring service rendered to customers at various service touch points, utilized in improving customer satisfaction
  • Business Development: Formulated a customer engagement strategy and plan to reduce account dormancy and improve customer retention
  • Industry Analysis: Researched and analyzed industry standard electronic channels (ATMs, cards, internet banking) and other value-added services, authored recommendation papers and ensured implementation of value improvements in line with benchmarking reports and standards
  • Strategy: Partnered in developing a strategy to reposition a branch from loss to profit position within a 6-month deadline; partnered with marketing, operations, and electronic channels teams to ensure implementation
  • Client Relationship Management: Managed 100+ corporate client relationships, interfaced with back office teams, and ensured on time delivery of customer documents (risk assessments) leading to 95% retention rates.

Education

UNIVERSITY AT ALBANY, SCHOOL OF BUSINESS Albany, NY

Master of Business Administration, Finance
05.2018

University Overview

Distinctions: Blackrock Launch Pad Mentor, Entrepreneurial Innovations


BABCOCK UNIVERSITY, SCHOOL OF PUBLIC POLICY

Bachelor of Science from Public Administration
05.2010

University Overview

Distinctions: Served as the Public Administration Department President

Skills

  • Portfolio Management
  • Insurance Planning
  • Estate Planning
  • Budgeting Expertise
  • Employee Training Oversight
  • Asset Allocation
  • Tax Planning
  • Investment Planning
  • Retirement Planning

Distinctions

Distinctions
SERIES Skills: R-Lab/Python, Advanced Excel, Excel Financial Modelling, Cognos TM1 and SQL.

Certification

  • LAH, SERIES 7, 63 & 65

Qualification Summary

Qualification Summary
Business professional with more than six years of experience in Banking & Finance, recently into Financial planning, Customer experience, engagement and management, financial modelling, valuation, forecasting, qualitative and quantitative analysis, with the goal of maximizing and sustaining stakeholders' value. A licensed Investment Adviser representative and Broker Dealer agent, a planner with keen interest in alternative investment funds and their management with a goal of ameliorating investors returns.

Affiliations

Affiliations
  • US ARMY Finance Officer

Hobbies

Hobbies
  • I love to travel and I have visited over 40 world countries
  • I am an avid reader (30 books last year)




Timeline

Personal Financial Management
GOLDMAN SACHS LLC
07.2018 - Current
Revenue Assurance Analyst, Corporate Head Office
UNION BANK NIGERIA PLC
07.2012 - 01.2016
UNIVERSITY AT ALBANY, SCHOOL OF BUSINESS
Master of Business Administration, Finance
BABCOCK UNIVERSITY, SCHOOL OF PUBLIC POLICY
Bachelor of Science from Public Administration
  • LAH, SERIES 7, 63 & 65

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Logan Jinadu