Reginald Ugwuakazi

Reginald ugwuakazi

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location of Reginald UgwuakaziGreater Boston
Phone number of Reginald Ugwuakazi+91 xxxx xxxxx
Followers of Reginald Ugwuakazi3000 followers
  • Timeline

    Aug 1988 - Aug 1996

    Senior Sales/Service representative

    Bank of America
    Aug 1996 - Aug 2000

    Assistant Branch Manager/Branch Registered Rep. Mutual funds

    Citizens
    Aug 2000 - Aug 2002

    Senior Fund/Portfolio Accountant

    State Street Bank & Trust Co.
    Aug 2002 - Aug 2008

    Mortgage Broker

    Loanstar Mortgage
    Jul 2008 - Sept 2011

    Site Manager

    Vinfen
    Aug 2011 - Sept 2020

    Business Consultant

    LoanStar Global
    Current Company
    Sept 2020 - now

    Financial Representative

    Rise North Capital
  • About me

    Financial Representative at Rise North Capital

  • Education

    • New england college of business

      -
      Post graduate certificate commercial lending
    • Cambridge college

      -
      Master of business administration (mba) finance and financial management services
    • Southwestern oklahoma state university

      -
      Bachelor of science (bs) finance, general
  • Experience

    • Bank of america

      Aug 1988 - Aug 1996
      Senior sales/service representative

      Banking Sales & Customer Service

    • Citizens

      Aug 1996 - Aug 2000
      Assistant branch manager/branch registered rep. mutual funds

      Responsibilities included monitoring the effectiveness of branch and branch staff performance by tracking and analyzing weekly/monthly performance data and developing branch sales and service action plans for branch optimum performance to meet targeted branch goals.

    • State street bank & trust co.

      Aug 2000 - Aug 2002
      Senior fund/portfolio accountant

      Fund/Portfolio Accounting/Financial services back office transactions for stock brokers.

    • Loanstar mortgage

      Aug 2002 - Aug 2008
      Mortgage broker

      Broker: Residential/Commercial mortgage loan origination

    • Vinfen

      Jul 2008 - Sept 2011
      Site manager
    • Loanstar global

      Aug 2011 - Sept 2020
      Business consultant

      Experienced banker/mortgage broker and mutual fund/portfolio accountant with demonstrated history of working in a fast paced banking and financial services industry. Skilled in small business consulting, healthcare staffing delivery, healthcare employees financial retirement planning/financial well being and excellent ideas for solving business problems.

    • Rise north capital

      Sept 2020 - now
      Financial representative

      financial Advisors

  • Licenses & Certifications

    • Massachussetts resident producer license: life insurance and health & sickness insurance

      State of massachusetts divission of insurance
      Sept 2022
    • How to manage feeling overwhelmed

      Linkedin
      Apr 2020
      View certificate certificate