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Patrick Juma

Patrick Juma

Followers of Patrick Juma12000 followers
location of Patrick JumaNairobi County, Kenya

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  • Timeline

  • About me

    Senior Accredited Financial Advisor @ Britam | Family Wealth Management| Education Saving Plan| Investment Plan| Medical Plan| Motor Insurance| Wiba| Pension Phone No. 0713 377 447 Email: pojuma@britam.com

  • Education

    • Kenya Institute of Management

      -
      Higher National Diploma BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

    • St. Paul's University

      2010 - 2014
      Bachelor of Commerce - BCom Accounts and Finance

  • Experience

    • Britam

      Oct 2020 - now

      • Senior Accredited Financial Advisor

        Oct 2020 - now

      • Senior Financial Advisor

        Oct 2020 - May 2023

  • Licenses & Certifications

    • COP

      College of Insurance, Nairobi

  • Honors & Awards

    • Awarded to Patrick Juma
      AKI AWARDS AKI Agents Awards Mar 2024
    • Awarded to Patrick Juma
      AKI AWARDS Association of Kenya Insurers Mar 2023 The Best Financial Advisor. Position In General Insurance
    • Awarded to Patrick Juma
      POSITION NO. 1 GENERAL INSURANCE (PROFESSIONAL INDEMNITY) AKI AWARDS Mar 2022 Scooped position number one in general insurance (professional indemnity)
    • Awarded to Patrick Juma
      TOP 50 FINANCIAL ADVISOR AKI QUALIFIER 2021 AKI AWARDS Mar 2022 Emerged number 30 as the best financial advisor
    • Awarded to Patrick Juma
      AKI AWARDS 2019 - AKI AWARDS QAULIFIER 2019