Summary
Overview
Work History
Education
Skills
Certification
Timeline
Certifications
Generic

Josh Ogundimu

Buford

Summary

Result-driven, with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Client Relationship Manager

E*TRADE From Morgan Stanley
07.2022 - 12.2024
  • Promoted available products and services to customers during service, account management, and order calls.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Addressed and resolved customer complaints and issues to improve satisfaction.
  • Retained updated knowledge of market competition and related offerings to generate favor for advisors.
  • Placed trades, handle money movements and account transfers for clients.

Administrative Assistant

Brightview Accounting
11.2020 - 07.2022
  • Assist in preparing financial statements and help maintain accurate AP/AR books
  • Perform daily accounting tasks such as monthly financial reporting, general ledger entries, payments record and adjustments
  • Help make calls and emails to clients in a professional and timely manner.
  • Transcribed and organized information to assist in preparing speeches and presentations.

Customer Service Representative

CORE Response: Community Organized Relief Effort
11.2020 - 06.2021
  • Provided excellent care and service to patients needing COVID-19 testing and vaccine
  • Made calls to patients about tests, results, and answered any questions
  • Organized van when packing up or moving sites for the mobile unit.

Financial Analyst Intern

Publix Super Market
07.2019 - 04.2020
  • Analyzed and monitored statistical data trends.
  • Prepared informational tax spreadsheets.
  • Monitored organization's performance against competitors.
  • Maintained database by verifying information and recording new information when needed.

Education

Bachelor of Business Administration - Finance

Kennesaw State University

Skills

  • Microsoft Proficient
  • Interpersonal skills
  • Financial reporting
  • Strategic thinking
  • Retail Investment
  • Accounting
  • Money management
  • Selling techniques
  • Client servicing
  • Virtual market understanding

Certification

  • SIE

  • Series 7

  • Series 63

Timeline

Client Relationship Manager

E*TRADE From Morgan Stanley
07.2022 - 12.2024

Administrative Assistant

Brightview Accounting
11.2020 - 07.2022

Customer Service Representative

CORE Response: Community Organized Relief Effort
11.2020 - 06.2021

Financial Analyst Intern

Publix Super Market
07.2019 - 04.2020

Bachelor of Business Administration - Finance

Kennesaw State University

Certifications

09-2022

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Josh Ogundimu