Wedson KAZAMBWE, MbA, MA
New York,NY
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
WEBSTER BANK
LONG ISLAND, NY
07.2023 - Current
- Conduct thorough examinations of client accounts to identify and correct discrepancies, caused by missing transactions and/or duplicate entries, between posted transactions and actual account balances
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Assisted clients in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Educated clients about various banking products available at the institution..
Business Analyst
RANS ENTERPRISE, LLC
BRONX, NY
11.2022 - 03.2023
- Conducted market research to identify potential opportunities for new product development
- Analyzed customer data to determine trends in purchasing behavior
- Addressed supply problems and developed creative solutions to prevent delays
- Prepared new and back stock merchandise for transfer to sales floor by tagging with security markers and pricing information
- Checked prices and calculated totals for accurate invoice processing.
Financial Advisor
NEW YORK LIFE
NEW YORK, NY
10.2021 - 11.2022
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Identified clients to engage or re-engage in planning relationships
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
Digital Marketing Specialist (Intern)
MONEY MOUTH MARKETING
SNELLVILLE, GA
06.2021 - 10.2021
- Built campaigns to target variety of client KPIs (including brand awareness, purchase intent, and lead gen), while achieving audience metrics
- Developed and implemented digital marketing campaigns to increase brand awareness.
- Collaborated with creative teams to design visuals for digital marketing campaigns.
- Established individual brand equity for each platform and franchise.
Administrative Assistant
LAWRENCE UNIVERSITY ADMISSIONS OFFICE
APPLETON, WA
12.2018 - 09.2019
- Ensured all inquiries and enrollments are accurately maintained on the database
- Assisted applicants with admissions process, reviewing enrollment applications for accuracy
- Completed all other admissions administrative assistant and events coordinator duties
- Answered admissions department phones, emails and accommodate in-person visitors.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Education
MBA - Forensic Accounting -
Touro University California
New York, NYMaster's Degree - Economics -
CUNY, HUNTER COLLEGE
New York, NYBachelor's Degree - Economics -
CUNY, HUNTER COLLEGE
New York, NYCertificate In Business - Analytics
CUNY, HUNTER
New York, NYAssociate Degree - Environmental Science And Management
LUANAR
Lilongwe Skills
- Financial Planning
- Cash Flow Management
- CRM Software
- Tax planning
- Salesforce
- Microsoft Excel
- Financials Analysis
- Analytical Thinking
- Business Development
- Analytical Skills
- Quantitative Analysis
- Capital Market Trends
- Financial Advising
- Account audits
- Banking
- Financial Services
- Cash Handling
- Sales expertise
Certification
- Business Analysis for Robotic Process Automation
- Excel for Data Analysis
- Business Analytics
- Project Management & Evaluation
- Life & Health Insurance License
Software Proficient
- Stata
- R studio
- Python
- eMoney
- SAP Analytics
- Tableau
- Excel (Pivot Tables, Macros, VLOOKUP's)
Timeline
Relationship Banker
WEBSTER BANK
07.2023 - Current
Business Analyst
RANS ENTERPRISE, LLC
11.2022 - 03.2023
Financial Advisor
NEW YORK LIFE
10.2021 - 11.2022
Digital Marketing Specialist (Intern)
MONEY MOUTH MARKETING
06.2021 - 10.2021
Administrative Assistant
LAWRENCE UNIVERSITY ADMISSIONS OFFICE
12.2018 - 09.2019
MBA - Forensic Accounting -
Touro University California
Master's Degree - Economics -
CUNY, HUNTER COLLEGE
Bachelor's Degree - Economics -
CUNY, HUNTER COLLEGE
Certificate In Business - Analytics
CUNY, HUNTER
Associate Degree - Environmental Science And Management
LUANAR
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