Tobi Ojo Email & Phone Number

Chicago, Il, Us

Greater Chicago Area

Greater Chicago Area

Greater Chicago Area

Bloomington, Indiana, United States

Bloomington, Indiana, United States

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• 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.

Malvern, 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

Malvern, 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.

• 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

• 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

•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

•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

Master Of Business Administration - Mba, Management And Corporate Innovation

Activities and Societies: Kelley Diversity Champions, Founder and Leader (2019-2021); MBAA Slate VP of Diversity and Inclusion.

Bachelor Of Arts, International Studies And Anthropology

Activities and Societies: Johns Hopkins Model United Nations Conference; Johns Hopkins Model United Nations Team; Johns Hopkins University.

Spanish And Liberal Arts