Patrick Wanjohi

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Kenya

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Timeline
About me
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Education
- Kenyatta University
  -
  Master of Business Administration (M.B.A.) Project Management
- Kenyatta University
  2002 - 2006
  Bachelor of Commerce (B.Com.) Accounting Second Class Honours (Upper Division)
  Activities and Societies: Accounting Students Association
Experience
- Barclays Africa Group Limited
  Feb 2006 - Mar 2013
  1. Branch Administration2. People Management 3. Rigour and Compliance4. Customer Service Customer ServiceBranch Support
  - Operations Officer
    Jan 2011 - Mar 2013
  - Retail Support
    Feb 2006 - Jan 2011
- Britam
  Oct 2013 - May 2016
  Unit Manager
  1. People Management - Recruitment of Financial Advisors - Financial Advisors Supervision - Determining and managing staff training needs and sharing of knowledge, experience and best practice with team members2. Sales Generation and Client Support - Prospecting for clients for the provision the company’s products and services - Make accurate presentation of products and services to individual and corporate clients. - Provide consistent support and service to these clients Show less
- CIC Insurance Company
  May 2016 - Jan 2017
  Agency Manager
  1. People Management - Recruitment of Unit Managers - Production Management - Determining and managing staff training needs and sharing of knowledge, experience and best practice with team members2. Customer Service
- Madison Asset Management Services Limited
  Feb 2017 - Feb 2019
  Manager, Agency and Institutional Sales
  1. Agents Administration and Management 2. Institutional Sales And Support
- Madison Investment Managers Limited
  Feb 2019 - Oct 2019
  Business Development Manager
  1. Client Relationship Management2. Distribution Channels Management3. Product Development4. Team Management
- PG Elevators
  Nov 2019 - now
  Team Leader
Licenses & Certifications
- Certified Internal Auditor
  Institute of Internal Auditors - Kenya
- Certificate in Monitoring and Evaluation
  Kenya Institute of Management
  Jun 2016
- CISI Level 2 Award in Regulations & Market Practice (Kenya)
  The Chartered Institute for Securities & Investment (The CISI)
  Apr 2017
- CISI Level 2 Award in Fundamentals of Financial Services
  Chartered Institute for Securities & Investment (CISI)
  Feb 2017
- Certified Public Accountant
  ICPAK (Institute of Certified Public Accountants of Kenya)
  Jun 2004
- Certificate of Proficiency in Insurance
  College of Insurance, Nairobi
  Mar 2014
Volunteer Experience
- Financial Advisor
  Issued by Provident Consult Solutions on Mar 2013
  Associated with Patrick Wanjohi