CHINYERE AKOMA
TAMUNING,Guam
Summary
Analytical Financial Advisor recognized for developing tailored financial solutions and conducting thorough account reviews. Committed to leveraging expertise in risk assessment to drive client success and retention.
Overview
22
22
years of professional experience
3
3
Certification
Work History
Financial Advisor
First Command Financial Planning
GUAM USA
01.2019 - 03.2026
- Developed personalized financial plans aligning with client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations for diverse portfolios.
- Conducted regular reviews of client accounts, ensuring alignment with changing financial needs.
- Educated clients on various financial products, enhancing understanding and engagement in their investments.
PRICE NEGOCIATOR
CREEK ENERGY
ABUJA NIGERIA
02.2015 - 11.2015
- Negotiated contracts with suppliers to secure favorable terms and pricing for energy resources.
- Collaborated with cross-functional teams to streamline procurement processes and enhance operational efficiency.
- Resolved disputes effectively, ensuring alignment between organizational goals and supplier agreements.
- Increased overall success rate of negotiations by consistently identifying key leverage points within each deal.
- Prepared written opinions or decisions regarding cases.
- Secured profitable contracts by leveraging a deep understanding of counterpart objectives and constraints.
- Prepared detailed reports on negotiation progress and results, enabling management to make informed decisions about business partnerships.
Branch Manager
Standard Alliance Life Assurance
LAGOS NIGERIA
02.2012 - 02.2014
- Led branch operations, enhancing workflow efficiency and ensuring compliance with regulatory standards.
- Developed and implemented strategic sales initiatives, driving growth in policy sales and customer engagement.
- Mentored and trained staff on company policies, improving team performance and service delivery.
- Analyzed market trends to identify opportunities for product development and customer acquisition strategies.
Assistant Manager
Zenith Bank
LAGOS NIGERIA
09.2004 - 03.2008
- Led team in implementing customer service strategies, enhancing client satisfaction and retention.
- Streamlined daily operational processes, improving overall efficiency and reducing turnaround times.
- Mentored junior staff, fostering skill development and promoting a collaborative work environment
- Won the award for the highest income staff in the year 2006
- Developed strong working relationships with staff, fostering a positive work environment.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Engaged with customers to gather feedback, using insights to improve service and product offerings.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Education
MBA - Business Administration
AMBROSE ALLI UNIVERSITY
NIGERIASkills
- Investment advice
- Relationship building and management
- Analytical thinking
- Retirement planning
- Financial advising
- Debt management
- Sales and marketing
- Risk assessment
- Client relations
- Attention to detail
- Critical thinking
- Wealth management
- Asset allocation
- Banking
- Retirement needs
- Insurance planning
- Insurance sales
- Account performance reviews
- Investment planning
- Financial goal setting
- Planning for retirement
- Lead generation
- Financial planning
- Budgeting advice
- Education funding
Certification
- SERIES 66
- SERIES 7 FINRA
Timeline
Financial Advisor
First Command Financial Planning
01.2019 - 03.2026
PRICE NEGOCIATOR
CREEK ENERGY
02.2015 - 11.2015
Branch Manager
Standard Alliance Life Assurance
02.2012 - 02.2014
Assistant Manager
Zenith Bank
09.2004 - 03.2008
MBA - Business Administration
AMBROSE ALLI UNIVERSITY