Emmanuel Matesun Email & Phone Number

Indianapolis, In, Us

Chicago, Illinois, United States

• Develop and implement comprehensive financial plans tailored to individual client needs.• Monitor and manage diverse investment portfolios, ensuring alignment with clients' risk tolerance and financial objectives.• Analyze market performance, investments, and client data to develop strategies for meeting financial goals.• Review client accounts regularly to determine if adjustments are needed because of personal or financial changes.• Collaborate with other tax, legal, and insurance professionals to develop a client's financial roadmap and ensure progress in achieving goals.

United Kingdom

• Assisted in developing project plans, timelines, and budgets in collaboration with project managers and stakeholders. Ensured that project objectives, scope, and deliverables were clearly defined and aligned with the organization's strategic priorities.• Maintained project documentation, including meeting minutes, action items, project schedules, and status reports. Ensured that all project documentation was accurate, up-to-date, and accessible to relevant stakeholders.• Worked with project managers and stakeholders to develop risk mitigation strategies and contingency plans. Escalated significant risks and issues to project leadership as needed.• Analyzed and presented project metrics to monitor progress using JIRA metrics such as velocity, burndown chart, and cycle time.

• Communicated with stakeholders and subject matter experts to develop strategies, championed and led a cross-functional team to create a new insurance product, achieving a 50% faster time-to-market and generating $1.5 million in first-year sales.• Improved team productivity by deploying a new sales tracking system, leading to a 10% increase in sales close rates and increased agent productivity through a comprehensive training program, resulting in a 30% rise in policy sales.• Increased regional sales through a strategic marketing plan, resulting in a $2 million revenue boost. Enhanced client retention by developing a customer loyalty program, retaining 200 high-value clients.

• Analyzed customers' specific needs via careful surveys to develop data-driven pitches, increasing profits by 15% over a year.• Serviced the portfolios of existing clients and worked to bring new clients on board.• Assisted in supervising and managing a sales team of 25; communicated job expectations and provided direction, support, and motivation to the sales team to meet agreed targets and KPI lines.

Lagos

Master Of Science - Ms, Project Management

Bachelor Of Agriculture, Agriculture Economics, Second Class Upper

Higher National Diploma, Agricultural And Extension Education Services

Education record