Ramah Ahmed
Meriden,United States
Summary
License Financial Analyst with over 7 years providing financial counseling. Accomplished in selling banking solutions to drive sales and revenue,with a masters degree in Human resource management.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
JP Morgan & Chase
Hartford, CT
06.2019 - Current
- Advise customers on investment matter and make recommendations based on suitability, needs and asset availability.
- Manage portfolio for wealthy individuals and businesses. Help clients adhere to their financial plans by collaborating with partners to ensure right and best financial services is provided.
- Profile and analyze investment products to devise financial strategies in assisting customer needs and forecast opportunities with highest return on investment. Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Help lenders with relationship rate for personal, business mortgage loan application and process closings agreements.
Operations Specialist
United Bank
New Haven, CT
11.2017 - 06.2019
- Monitored bank operations, procedures and policies for accuracy. Prepared quality reports in compliance with state, federal and bank regulations.
- Conducted branch yearly audit and prepared scores cards based on branch performance.
- Reviewed, prepared and revised quality assurance report to comply with department, Legal and compliance requirements.
made recommendations based on best practice on operational trends and helped with implementation
to improve day to day activities.
Reviewed, prepared and revised quality assurance report.
Anti-Money Laundering Analyst
United Bank
Accra, Ghana
06.2009 - 11.2015
- Analyzed and investigated potential threats relating to suspicious money movement and fraudulent activities. Built case files on these transactions and made recommendations on actions required.
- Helped in identifying weaknesses in processes by Staying current with money laundering and terrorist financing behaviors and trends.
- Addressed questions and enquiries relating to money laundering matters and provided guidance on next step.
- Held Anti Money Laundering compliance training on how to identify and report suspicious transactions and activities.
Education
MBA - Human Resource Management
Association of Business Executive
United Kingdom 07.2017
Skills
- Policy Development and Implementation
- Business Development and Planning
- Asset Protection Strategies
- Retirement Planning
Certification
Finra series 6
Finra series 66
SIE
Life and health
Timeline
Licensed Relationship Banker
JP Morgan & Chase
06.2019 - Current
Operations Specialist
United Bank
11.2017 - 06.2019
Anti-Money Laundering Analyst
United Bank
06.2009 - 11.2015
MBA - Human Resource Management
Association of Business Executive