Motivated and dedicated professional with extensive experience in finance, church organizational management, and market research within the financial sector. Proven ability to analyze complex data and develop strategic insights that drive organizational success. Strong interpersonal skills facilitate effective collaboration with diverse teams and stakeholders. Committed to continuous learning and professional growth, demonstrating a proactive approach to problem-solving and innovation.
Overview
12
12
years of professional experience
Work History
Head, Investments
Crystal Capital & Investments Limited
08.2016 - 04.2021
Responsible for providing financial advice and services to private and corporate clients about range of investment instruments, including buying and selling of investment trust, shares or bonds. Key aspects of the job role include;
Financial Analysis
Monitoring of industrial trends to propose decisions for the company's competitive advantage.
Marketing
Engage with other investment bankers to attract new corporate clients to the firm
Effectively manage relationships with new and existing clients.
Asset Management
Pensions Fund Management.
Review all client investments and authorize the investments for running.
Place funds and make sure the company makes good margins
Oversee the asset management team and assist in all aspects of the administrative, financial, capital and marketing operations of the assigned assets including mutual funds, discretionary accounts and Commercial Papers.
Operations
Assist in technical aspects of operations the office: ICT and Accounting Software.
Ensuring that requisite licenses from regulatory bodies are procured and renewed in time.
Investment Analyst
Crystal Capital & Investments Limited
02.2015 - 08.2016
Responsible for providing information and recommendations that enables fund managers in decision making. Key aspect of the role includes:
Collating up to date information on market developments, new investment products and all other areas that can affect the markets
Regularly meeting with company managers, stock market traders, fund managers and stockbrokers.
Researching companies, particularly in terms of their financial functioning.
Responsible for analyzing company accounts, profit and loss sheets and cash flow information.
Writing financial research summaries.
Making informed recommendations.
Ensuring that all compliance regulations are met.
Administrative Assistant
Paradise Valley Homes
05.2009 - 08.2009
Responsible for the computation of workers’ wages weekly
Responsible for inventory of stocks
Education
MA - Law & Developm’t. Candidate
University of Ghana
MSc - Industrial Finance & Investm’ts
KNUST, IDL
09.2025
GSE Certificate - Exchange
GSE
12.2011
BSC - Financial Mathematics
University of Development Studies
06.2010
Skills
Proficient in MS Office Suite
Ability to lead and motivate
Have a good sense of urgency
Communication Skills
Client Relation
Database management
Accomplishments
Developed and ensured adherence to internal control processes in the Company’s asset management department
Appointed as a director of Crystal E-fund and Crystal Wealth Fund.
Managed the team that launched a successful IPO for Crystal Wealth Fund Limited and Crystal Entrepreneur Fund Limited.
Managed the team that worked on the prospectus of Crystal wealth Fund Limited and Crystal Entrepreneur Fund Limited
Managed an investments portfolio of GHC 40,000,000.00
Led a team of students to undertake a research work in a rural community in Ghana for four years