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Умения
Опит
Administrative Director (Finance and Operations)
True Vine Initiative
2022-01 -
Lead finance and operations for the city‑center branch, achieving a 98 % maintenance rate. Locate delinquent debtors using databases and public records, initiate contact, negotiate lump‑sum settlements or structured payment plans, and record all interactions in the system. Evaluate debtor financial profiles to determine repayment capacity and refer uncooperative accounts to legal or repossession agencies. Oversee budgeting, reporting and team coordination to ensure operational efficiency.
Financial Advisor
Old Mutual Group
2020-01 - 2022-12
Assessed client finances including assets, liabilities, cash flow and insurance coverage to define realistic short‑ and long‑term goals. Designed customized investment, tax and retirement strategies, and managed client portfolios by selecting, monitoring and adjusting financial assets. Provided ongoing client relationship management, risk assessment and regulatory compliance support.
Езици
english
fluent
chichewa
native
Последна актуализация: преди 4 дни