Solomon Otene

Experience

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  BGL Plc

  Oct 2008 - Aug 2015

  Branch Manager

  Business Development, Sales & Strategic Responsibilities/Achievement:• Initiated and developed portfolio management businesses with key clients• Relationship management for corporates/high net worth individuals• Provided a leadership role for the branch and developed strategies on how to meet the company financial target• Responsible for Uyo/Calabar weekly regional reporting• Identified and delivered on key business areas/transactions for the companyOperational and Portfolio Management Responsibilities• Margin/Credit facility documentation and execution for clients• Advised on dividend, return monies and certificates received on behalf of all clients• Handling and dealing with clients complaints/processing• Regular advise to clients as regards stocks selection and portfolio mix• Created and managed portfolio mix of appropriate risk and return to meet and surpass clients investment expectationsClient Relationship Management• Provided Investment advisory services to retail and institutional clients• Rendered Asset/Portfolio management services to clients• Served as Relationship Manager for over 450 investment accounts• Prospected clients and opened investment accounts for them.• Responsible for Servicing of existing clients accounts for capital appreciation and prompt execution of clients’ orders Show less

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  Dunn Loren Merrifield Group

  Aug 2015 - Jan 2017

  Associate

  Investment Banking, Portfolio/Asset Management, Corporate Finance. Structured Finance, Financial Advisory, Valuation, Financial Analysis, Due Diligence, Capital Market, Financial Restructuring

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  Self-employed

  Feb 2017 - now

  Managing Director