Charielle Plowden Email and Phone Number
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User acquisition 494% in organic user growth from March 2023 to May 202378% retention rate Experienced in Investments managing over 20M USD in AUM . Currency conversion for clients seeking hard currency over 10 forex markets . Cash flow management through laddered investment strategies Arbitrage investing between the JSE and TTSE Social Entrepreneurship , the WizdomCRM stock market game teaches primary and secondary school students how to invest on the stock market using gamification learning . For an average of 51 minutes a day , children are learning about Financial literacy on our platform according to Google analytics , April 2023.Skilled in Negotiation ; attracting corporate sponsorship and partnerships with the following companies (not limited too) - Angostura, CEBM, CFA society, Unipet, Diary Diary , Telecommunications Authority, Microsoft, Bryden Pi, RedBull, Guardian Media Limited and Nestle Trinidad and Tobago limited, Smith Robinson, NPTA, the TTSE, JSE , GSE and BSE! Force for social change working closely with We Say Y.E.S foundation, coastal beach clean ups and established Smart Starters for children with varied learning abilities through Positive Paycheques LLC
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DirectorWizdomcrm Sustainable Stock Market Game Jun 2023 - PresentDelaware, United States
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Country ManagerWizdomcrm Sustainable Stock Market Game Feb 2023 - PresentDelaware, United StatesOrganically grew users from 342 to 11,800 plus from March 2023 to Oct 2024. Integrate best in class technology such as Artificial Intelligence and gamification to a mobile app and web based platform. Ensure the platform functionality and maintain its integrity with education support teamDevelop sustainable revenue models and business strategy. Implements new features and optimizations to improve the game's user experience and increase engagement. Negotiate sponsorship and paid user arrangements to ensure the platform exceeds earning numbers.
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Investor Relations SpecialistWizdomcrm Sustainable Stock Market Game Aug 2022 - Jul 2023Delaware, United StatesThe WizdomCRM stock market game uses gamification learning to inspire students between 5 to 18 how to invest on the international and regional stock market . The Jamaican stock market was number 1 in the world 2015 and 2018 therefore regional students will have access to stocks listed on our regional exchange. Micro and macro economic factors , imagine kids learning about recessions , inflation and monetary policy at 12 years old . Giving students a more sustainable future economically, environmental, social and in good governance!
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SecretaryFintech Association Of Trinidad And Tobago May 2021 - PresentTrinidad And Tobago• Supporting the development and execution of the company's strategic plan, including monitoring progress against key performance indicators and reporting to the board and team leads. • Managing communication between the board and stakeholders, including responding to inquiries, maintaining members records, and organizing AGM. Providing guidance and support to the board and members on matters related to corporate governance, including best practices, regulatory requirements, and emerging trends Ensuring that the company complies with all applicable laws and regulations related to corporate governance, including maintaining all necessary records, filings, and documentation. • Managing relationships with external stakeholders, including regulatory authorities, legal counsel, auditors, and other service providers. • Advised on corporate governance matters, strategic planning, resulting in improved corporate structure and risk management processes. -
TreasurerNestle Credit Union May 2018 - PresentValsaynOversees the portfolio of Investments valued at TTD 57M with an avg 3-5% growth rate y.o.y. Reviewing the preparation of financial statements and other financial reports for the credit union ensuring that they comply with applicable accounting standards and regulatory requirements. Treat with delinquent loans and provision for bad debts using IFRS 9. Working closely with the credit union's external auditor to plan and conduct the annual audit, including reviewing audit plans, providing relevant documentation and information, and addressing any audit findings. Conducting monthly reviews of financial transactions and records to identify any potential errors, irregularities, or fraud, and taking appropriate action to address any issues that are identified. Evaluating investment proposals as they arise, analyzing potential risks and returns, and making recommendations to the Board of Directors. Conducting market research and analysis to identify investment opportunities, and staying up-to-date on industry trends and developments.
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Investment AdvisorThe Sheppard Group May 2021 - Jan 2023Trinidad And TobagoManaged TTD 78M in AUM for retail and institutional clients Used Bloomberg terminal to conduct analysis on assets to design portfolios for ultra high and high net worth clients Meticulously evaluated financial performance of companies, macro and micro economic forces, geo-political factors, interest rates making suitable and strategic investment recommendations for inclusion in client's portfolios.Facilitated client subscriptions for the FCB APO 2022Evaluated financial performance of companies and made suitable andstrategic investment recommendations to existing and potential clientele. -
Investment AdvisorGuardian Asset Management Jun 2020 - Apr 2021
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Client Relationship OfficerJmmb Grouptt Aug 2015 - Jun 2020Trinidad And TobagoSurpassed revenue targets by 25% FY 18/19. Executed trades for clients with over TTD 75 million and USD 1MM inAssets Under Management. Managed and Retained a client based of 200clients. Developed and delivered Investor Forums leveraging my strong closingand presentation skills to optimise sales results for existing clients andgrew client base by 52%. Evaluated financial performance of companies and made suitable andstrategic investment recommendations to existing and potential clientele. -
OperationsNcb Financial Group Jun 2015 - Aug 2015Trinidad And TobagoClearing back log in the forex, loans and leases department. Retroactive due diligence Creating a spreadsheet to show clients information and account status. -
RecruiterPrestige Holdings Limited Jan 2015 - Mar 2015Hiring potential employees to work at KFC restaurants throughout the east west corridor. Interview and do proper background checks and call references for potential team members. Update a spreadsheet of persons interviewed. Market the job and benefits of working at KFC. -
Marketing ExecutiveThe Manchester Metropolitan University Sep 2013 - Sep 2014Manchester, United KingdomShowing potential students the university facilities and dorm rooms.Answering their questions and concerns about university life including budgeting, school work and social activities. -
It RoverManchester Metropolitan University Sep 2013 - May 2014Ensure that MFPs have toner, ink and paper and refill them where necessary. Assist students if they had any printing or IT related issues.
Charielle Plowden Skills
Frequently Asked Questions about Charielle Plowden
What company does Charielle Plowden work for?
Charielle Plowden works for Wizdomcrm Sustainable Stock Market Game
What is Charielle Plowden's role at the current company?
Charielle Plowden's current role is Investment Analyst and Advisory.
What is Charielle Plowden's email address?
Charielle Plowden's email address is ch****@****use.com
What is Charielle Plowden's direct phone number?
Charielle Plowden's direct phone number is +4479460*****
What are some of Charielle Plowden's interests?
Charielle Plowden has interest in Social Services, Children, Economic Empowerment, Politics, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture.
What skills is Charielle Plowden known for?
Charielle Plowden has skills like Customer Service, Microsoft Office, Microsoft Word, Powerpoint, Research, Leadership, Management, Microsoft Excel, Project Management, Strategic Planning, Public Speaking, Event Management.
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Charielle Plowden
Port Of Spain, Trinidad And Tobago
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