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Club Secretary
I advise investment clients, build East African partnerships, and create financial literacy curricula.
KenyaClub Secretary at Toastmasters International
Contribute to strategic planning, member development and event organization as part of the executive committee. Maintain official club records and deliver public speeches and impromptu talks.
Strategic PlanningEvent OrganizationRecord keepingPublic SpeakingStorytelling
Lead institutional partnership strategy and execution across four East African markets. Facilitate personal finance curriculum design and conduct market research on financial inclusion and behavioural finance.
Partnership StrategyFinancial LiteracyCurriculum DesignMarket ResearchFinancial Inclusion
Pursued a Bachelor of Science in Financial Engineering, gaining skills in financial modeling, quantitative analysis, and market research.
Assessed a $100M client's financial goals, risk tolerance, and preferences through a discovery process. Designed a portfolio proposal in Excel aligned to the client's risk profile and objectives.
Wealth ManagementPortfolio DesignExcel
Challenged assumptions to generate growth ideas for a luxury clothing client. Applied brainstorming techniques to develop revenue-growth strategies and synthesized ideas into client-ready recommendations.
Strategy ConsultingBrainstormingGrowth StrategyProblem Solving
Advised high-net-worth and institutional clients on fixed income, money market, equity, and alternative investments. Authored weekly investment commentaries and tracked Treasury bill auctions, bond markets, inflation trends, and CBK policy.
Fixed IncomeMoney MarketsEquitiesAlternative InvestmentsInvestment AdvisoryFinancial Statement AnalysisMarket ResearchMacroeconomic Analysis
Grew loan portfolio by KES 500M over 18 months, sustaining 105%+ average target achievement. Promoted to Team Leader within two weeks of onboarding; led initiatives and mentored junior associates.
SalesLoan Portfolio ManagementTeam LeadershipMentorAML KYC Compliance
Identified an M&A target based on strategic and financial fit criteria. Built a DCF valuation model, stress-tested for a competing bid and supply chain disruption, and prepared a client deliverable.
M&ADCF ValuationsExcelPowerPoint
Conducted audits and verified vouchers to ensure compliance with financial procedures.
Internal AuditCompliance