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Ransford Sarfo

Personal Banker

1000 followers

Washington, District of Columbia, United States

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Timeline
About me
Financial advisor helping high-net-worth clients build their financial legacy in the DMV area.
Education
- Maryville College
  2006 - 2010
  Bachelor’s Degree Political Science and Government
- LSU Shreveport
  2020 - 2022
  Master of Business Administration - MBA Business Administration and Management, General
Experience
- Wells Fargo
  Aug 2010 - Sept 2012
  Personal Banker
  Performed intermediate duties and support related to branch operational activities and financial services; processed all new account transactions; assisted clients in their selection of various accounts and financial services and cross-sold the Bank's products and services.
- First Home Mortgage
  Sept 2012 - Jul 2015
  Mortgage Banker
  Evaluated, authorized, and recommended approval of loan applications for clients while maintaining sales contacts and pipeline throughout the entire loan process. Additionally obtained (MLO) license per the SAFE Act.
- Northwestern Mutual
  Jul 2015 - Jul 2017
  Financial Representative
  Provide comprehensive financial planning that gets revisit on the semi-annual basis to help meet the goals and objectives of my clients.
- LakePoint Financial
  Dec 2016 - now
  President
Licenses & Certifications
- Securities Industry Essentials (SIE)
  FINRA
- Certified Insurance Consultant License (Life & Health), Individual
  Maryland Insurance Administration
  Sept 2012
- Series 63
  FINRA
- Series 6
  FINRA
  Jan 2024
- Insurance Agent, Property & Casualty
  Maryland Insurance Administration
  May 2022
Honors & Awards
- Awarded to Ransford Sarfo
  Bonner Scholar - Aug 2010 Bonner Association Scholarship Recipient

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