Summary
Overview
Work History
Education
Skills
Timeline
Generic

Roland Achusim

Grand Prairie,TX

Summary

Accomplished Financial Professional with a proven track record at World Financial Group, adept in investment advice and building lasting client relationships. Spearheaded initiatives that enhanced financial portfolio management, achieving significant client satisfaction through analytical thinking and personalized service. Excelled in risk assessment and operational improvements as Principal Auditor, driving compliance and strategic audits.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.

Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.

Overview

34
34
years of professional experience

Work History

Financial Professional

World Financial Group Wfg
11.2018 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Updated clients on changes in tax laws and other regulations affecting investments.

Principal Auditor

Delta State Government
12.1990 - 11.2012
  • Identified significant risks within the organization, developing targeted audit procedures to address them.
  • Reviewed business processes to identify opportunities for cost savings and operational improvements.
  • Utilized advanced data analysis techniques to identify potential anomalies or red flags indicative of fraud or noncompliance.
  • Streamlined internal control systems for improved financial reporting and regulatory compliance.
  • Led continuous improvement initiatives within the audit department, resulting in increased productivity and effectiveness of audit engagements.
  • Coordinated cross-functional teams to ensure comprehensive coverage of all audit areas.
  • Participated in organizational risk assessments to identify high-risk areas warranting increased audit attention and resource allocation.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Developed and implemented corrective actions to bring business areas in line with standards.
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.

Education

Certified Accountant - Accounting

Nigerian College of Accountancy
Jos, Plateau, Nigeria
07-2002

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Risk assessment
  • Problem-solving
  • Conflict resolution
  • Reporting

Timeline

Financial Professional

World Financial Group Wfg
11.2018 - Current

Principal Auditor

Delta State Government
12.1990 - 11.2012

Certified Accountant - Accounting

Nigerian College of Accountancy
Roland Achusim