Tobi Ojo Email and Phone Number
Tobi Ojo work email
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Tobi Ojo personal email
Financial services professional with more than 6 years of experience in client services, people leadership, coaching and development.
Discover Financial Services
View- Website:
- discover.com
- Employees:
- 21509
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Senior Principal, 5% Cashback BonusDiscover Financial ServicesChicago, Il, Us
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Senior Principal, 5% Cashback BonusDiscover Financial Services Jun 2024 - PresentGreater Chicago Area -
Brand Manager, Personal LoansDiscover Financial Services Jun 2023 - Jun 2024Greater Chicago Area
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Strategic Leadership ProgramDiscover Financial Services Aug 2021 - Jun 2023Greater Chicago Area
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Mba CandidateIndiana University - Kelley School Of Business Aug 2019 - May 2021Bloomington, Indiana, United States -
FellowThe Consortium For Graduate Study In Management Apr 2019 - May 2021 -
Graduate Student Diversity EmissaryIndiana University Graduate School Jun 2020 - Apr 2021Bloomington, Indiana, United States -
Mba Leadership Internship Program - Product And Business DevelopmentDiscover Financial Services Jun 2020 - Aug 2020Discover Personal Loans
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Financial Advisor Manager, Personal Advisor ServicesVanguard Feb 2018 - Jun 2019• Managed a shared book of clients that have between $50,000-$500,000 in investable assets.• Responsible for achieving client enrollment, satisfaction, and retention measures.• Served as the Primary Risk Lead for the Voyager segment of Personal Advisor Services. -
Financial Advisor Team Leader, Personal Advisor ServicesVanguard Sep 2016 - Feb 2018Malvern, Pa• Managed, coached a team of 10 Financial Advisors including CFP®s who provide discretionary asset management services to Vanguard retail clients.• Planned for site wide contingency events, orchestrated appointment coverage for employees as Operations site lead
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Financial AdvisorVanguard Oct 2015 - Sep 2016Malvern, Pa• Performed advice needs analysis for prospective clients to develop a financial plan for investments, cash flow, college planning, tax planning, insurance needs, retirement goals, and estate planning. • Reviewed client goals and objectives to recommend suitable asset allocation strategies and select appropriate investment vehicles for their individual needs.• Monitored the implementation of the recommendations to ensure continued suitability based on changing client needs.
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Relationship Administrator, Flagship ServicesVanguard Jan 2014 - Oct 2015• Managed ongoing relationships with Vanguard’s high new worth investors by identifying client needs, resolving complex issues, and positioning appropriate solutions and services to best meet those needs• Analyzed client base to identify and develop book of business strategies to optimize client satisfaction and financial success
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Flagship Client Relationship SpecialistThe Vanguard Group Jan 2013 - Jan 2014• Assisted clients with accomplishing their financial objectives by executing mutual fund trades, providing insight on Vanguard products and other market influences, and assisting with clerical requests • Provided guidance and support to new hires as a tenured Client Relationship Specialist
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Assistant Program DirectorChicago International Model United Nations Dec 2010 - Jan 2014•Organized a four day educational conference for 1,000 high school students from around the world •Coordinated security for high school students and staff over the course of conference•Managed a staff of over 15 people, delegating tasks and assignments, and provide training -
Legal AssistantCascino Vaughn Law Offices Jun 2012 - Dec 2012•Called and interviewed clients and witnesses to attain evidence •Wrote and filed motions for the senior partner with the district courts•Maintained correspondence with clients and opposing counsel on behalf of the senior partner •Provided clients with information pertaining to their cases
Tobi Ojo Education Details
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Management And Corporate Innovation
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Johns Hopkins UniversityInternational Studies And Anthropology -
Universitat De Pompeu FabrauSpanish And Liberal Arts
Frequently Asked Questions about Tobi Ojo
What company does Tobi Ojo work for?
Tobi Ojo works for Discover Financial Services
What is Tobi Ojo's role at the current company?
Tobi Ojo's current role is Senior Principal, 5% Cashback Bonus.
What is Tobi Ojo's email address?
Tobi Ojo's email address is to****@****ver.com
What schools did Tobi Ojo attend?
Tobi Ojo attended Indiana University - Kelley School Of Business, Johns Hopkins University, Universitat De Pompeu Fabrau.
Who are Tobi Ojo's colleagues?
Tobi Ojo's colleagues are Osiris Abenoja, John Keller, Leah Schlater, Jamar Gagum, Alisha Kent, 刘玉蓉, Marissa Quinn.
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