Petra Securities Limited
Graduate Trainee, following National Service · Accra · Since Oct 2024
- Brokers fixed-income securities for individual and institutional clients.
- Automated customer statements with Python, cutting manual work and turnaround time.
- Built an Excel CRM and an advisor dashboard that tracks client transactions by product and period.
- Onboards clients, opens their CSD accounts and tracks investment maturities so renewals go smoothly.
Queenslane Co-operative Credit Union
Intern · Accra · 2023
- Handled deposits, withdrawals, loan payments and new account openings for members.
CISI Professional Pathway
Chartered Institute for Securities & Investment
- Level 2 Award in Fundamentals of Financial Services
- International Introduction to Investment Award
BSc Administration (Banking and Finance), University of Ghana
Second Class Upper · 2024
Excel (dashboards, CRM tools) · Python for data analysis and automation · Microsoft Office · HTML & CSS