TIMOTHY ENIMIL ASHUN
Potsdam,NY
Summary
An investment advisor, Financial management expert, and Microsoft excel proficient. A Business analyst and Finance Professional who is passionate about using emerging technologies and tools to generate forward looking and actionable insights to support business decisions.
Overview
13
13
years of professional experience
Work History
Branch Manager
Databank Financial Services
2018.05 - 2024.06
- Developing creative solutions for existing clients and pursue new clientele opportunities and supervises Relationship Managers at the branch
- Participate in business development initiatives with prospective clients
- Preparation of weekly, monthly and quarterly branch sales report to management
- Monitor client satisfaction and contribute to company initiatives to enhance service level
- Identify product improvement or new product by remaining current on industry trends, market activities and competitors
- Key Achievements: Exceeded monthly target of US$2.1m by 32% by delivering result and exceeding clients’ expectations
- Identified opportunities which enabled the team to exceed monthly mandates/new account target of 1600 by 180%
- Adjudged 3rd Best Branch in Sales Deposits in 2020
- Adjudged Best branch in customer recruitments in 2019.
Licensed Investment Advisor
Databank Financial Services
2017.04 - 2018.04
- Handled Business development through client prospecting, client relationship management and closing deals for Databank mutual funds
- Exceeded annual sales target of US$4.3m by 29% by delivering results and exceeding clients’ expectations
- Awarded the best Relationship Manager for Cape Coast Branch in the December 2019
- Preparation and consolidation of weekly, monthly and quarterly branch sales report for management
- Met sales goals, negotiations, sold to customer needs, built relationships which helped increase company’s asset under management (AUM).
Senior Analyst- Operations
Corporate Hills Investment Ltd.
2015.01 - 2017.03
- Data entry of client deposit
- Investment placements and certificate generation
- Prepared weekly and end of month reports to management
- Processed clients’ investment certificates
- Ensured compliance with SEC and company policies and regulations
- Developed strong interpersonal skills by formulating and deploying sales strategies with other Campus Ambassadors with diverse background.
Assistant Manager
Nabert Royal Guesthouse
2011.11 - 2014.09
- Had oversight responsibilities on all activities
- Prepared weekly financial account
- Managed all staff at the guest house
- Created new business and maintained existing portfolio
- Accomplishments: Doubled Hotel weekly turnover within 2 months
- Developed a set of guidelines to reduce costs in the division through value improvement programmes
- Ensured departmental inclusiveness and participation in the revenue drive.
Education
MBA Business Analytics -
Clarkson University
12.2025
MBA (Finance) -
University of Cape Coast
03.2020
Bachelor of Management -
University of Cape Coast
05.2010
Skills
- Mathematically inclined, observant and very meticulous.
- Data Analytics using Microsoft Excel.
- Advanced Microsoft Excel Skills.
- Ability to work with team to increase productivity.
- Excellent communication and people skills.
- Strong Leadership skills.
- Financial Management Expert.
Professional Development
- Data Analytics using Microsoft Excel, 02/01/23, Acquired practical skills on how to prepare and model data, visualize data and analyze the data using Microsoft Excel. The use of conditional formatting to make some cells easy to identify by highlighting it for analytics. An online course provided by Great Learning Academy.
- LIVE2LEAD, 10/01/22, Participated in live2lead leadership training by John C. Maxwell and was awarded a certificate for demonstrating commitment to grow as a leader. Acquired skills to lead the team to discover their strength and weakness and leveraged on their strength to achieve and increased productivity in the branch.
Timeline
Branch Manager
Databank Financial Services
2018.05 - 2024.06
Licensed Investment Advisor
Databank Financial Services
2017.04 - 2018.04
Senior Analyst- Operations
Corporate Hills Investment Ltd.
2015.01 - 2017.03
Assistant Manager
Nabert Royal Guesthouse
2011.11 - 2014.09
MBA Business Analytics -
Clarkson University
MBA (Finance) -
University of Cape Coast
Bachelor of Management -
University of Cape Coast
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