Derek Donkoh Email & Phone Number

Norwalk, CT, US

San Diego, CA, US

• Worked in various roles within PMO to assist in the completion of the Advisor/Advisory Recruitment Effort & Acquisition of over +$2 Billion in Assets as well as integration work of acquired companies within the.
• Lead and assisted meetings with cross functional teams and aided in documentation delivery and accountability to prevent bottlenecks for advisors, advisor’s clients, compliance, and executive management.
• Assisted in documentation of the cross functional playbook for future acquisitions or similar efforts.
• Prioritized & documented tasks and performed follow-ups within RIA and ORIA services to promote the effort of securing smooth transition of advisors pertaining to FINRA requirements and assets/custodial custody.
• Created numerous business process workflows to aid in understanding areas of concerns for solutioning.
• Supported GAP analysis and harmonization efforts in the integration work of acquired companies.

Chicago, Illinois, US

Worked in various roles with the EPMO to assist in the completion of the merger into BMO Financial. -- Lead meetings and aided in documentation conversions within the Wealth Management and Commercial Banking Groups. -- Supported audits of tech infrastructure and drove effective communication across a cross-functional team, ensuring smooth coordination with.

-- Facilitated smooth transition during company merger/absorption of Donval Mizzou.-- Implemented updated hiring practices, vacation policies, and other HR recommendations to enhanceretention and succession planning.-- Fostered a supportive work environment resulting in over 85% employee retention during the challenging COVID-19 crisis.

Oklahoma City, Oklahoma, US

-- Collaborated with the PMO office to drive forward projects for internal customers within the HeartlandPortfolio, ensuring efficient project management and delivery.-- Facilitated discussions between Commercial/Small Business unit and Wealth Management & Retirement Services, contributing to the development of client-facing portals with a focus on user.

-- Orchestrated and advised on diverse marketing initiatives including email campaigns, webinars, anddata analytics, resulting in increased user engagement and product development.-- Led daily stand-ups and managed individual release sprints, contributing to the successful execution of the overall development roadmap.-- Created and reviewed requirements.

-- Provided education and training as a Business Analyst and contributed to strategic initiatives in determining locations and acquisition targets for Search Fund.-- Received and gauged investor sentiment and requests to determine long term alignment with strategic plan. -- Experience working on projects dealing with ETL packages for data migration.

Hartford, CT, US

-- Conducted thorough analysis of current retail mortgage processes to identify gaps and drive technological efficiency.-- Evaluated multiple Loan Origination Software systems (including Kabbage, Encompass, Temenos, CRIF,MortgageFlex) and presented findings to committee for decision-making.-- Provided Business Analyst education and training.

Atlanta, Georgia, US

-- Managed end-to-end administration and requirements for business applications in the Fixed Income space.-- Collaborated with senior stakeholders, desk managers, and supervisors to address escalations and ensure alignment of business and technology strategies.-- Designed and delivered innovative business solutions to optimize sales, fulfillment, and.

Boston, Massachusetts, US

-- Gathered and documented comprehensive business requirements, going beyond immediate needs to gain a deep understanding of internal clients' businesses.-- Translated requirements into functional specifications, collaborating with the business team to define scope for user requests.-- Acted as a liaison between cross-functional business groups and IT to.

Norwalk, CT, US

Manage assets of high-net worth individuals and institutional investors, handling primarily commodities. Provided research and reports on Capital Markets to investor base with the aim to consistently deliver positive risk-adjusted returns throughout market cycles and despite the economic downturn. Strategically manage risk and preserve the clients’.

Provided research and reports for the institutional investor client base. - Implemented a System Development Life Cycle model to facilitate a commodity & Forex trading platform for the organization.- Develop comprehensive company financial/management breakdowns, historical data and operational information for reports, to facilitate investment decisions..

Norwalk, Connecticut, US

Spearheaded the complete project lifecycle of one of the company’s fixed income products; collaborated closely with database engineers, information researchers, application developers, sales specialists and consultants. Managed the programming of the new system into a highly useable end product. Developed and implemented best practice procedures, created a.

Fort Worth, Texas, US

Spearheaded the Atlanta branch’s expansion into the civilian market, managed assets for High Net Worth (HNW) individuals and families in the military; specialized in estate planning and tax reduction strategies. Promoted from Financial Advisor to Corporate Relationship Manager.- Advised a client and facilitated a $1.3B structured product transaction.

• Identified business opportunities, led a team of 7 and managed corporate/municipal bond accounts for the Fixed Income Division. Provided comprehensive training to the staff on business, market and sales processes.
• Increased the company’s production rate by 35% by strategically targeting the non-profit sector, and providing the team with comprehensive training and development to the team about this sector.
• Integral part of the $100 million USD Secondary Offering of Georgia Power 6% Senior Notes (GPJ); developed the pitch book, delivered key presentations to top management, spearheaded the team that conducted the analysis.
• Cultivated relationships with senior Asset and Hedge Fund Mangers including senior members of the Bear Stearns team, to gain access to their entire portfolio.
• Developed client-tracking models to monitor essential customer information on the MuniDirect proprietary platform.

Master Of Business Administration (M.B.A.), Finance

Ba, History