Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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KASASA LOUIS

KAMPALA

Summary

Fx Trader with years of experience in buying and selling securities. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Prop Trader

MYFUNDEDFX
02.2021 - Current
  • Created daily market recaps and profit and loss information to 3 senior traders at close of each trading day.
  • Monitored market trends and developed strategies to capitalize on potential opportunities.
  • Execute trading opportunities to increase revenue by 3% and create $10,000 in savings.

Advisory Intern

ACHILA COMPANY
03.2023 - 03.2024
  • Created daily market recaps and profit and loss information to three senior traders at close of each trading day.
  • Created and maintained live Excel spreadsheet to provide real-time positions and P&L for an estimate two billion Uganda shillings portfolio.
  • Made fast decisions based on fluctuating market resulting in profit of thirty thousand US dollars
  • Utilized advanced financial modeling techniques to evaluate potential investment opportunities for clients'' consideration.
  • Worked within reuters to compile and review information with pivot tables and charts.

Sales Operations Supervisor

Culipa Fintech
01.2023 - 09.2023

.

  • Conducted regular performance evaluations of sales representatives, identifying areas for improvement and providing constructive feedback.
  • Collaborated with marketing department to create targeted campaigns that boosted lead generation efforts.
  • Managed a team of sales representatives for improved performance and increased customer satisfaction.
  • Introduced incentive programs for sales staff, leading to higher motivation levels and increased productivity.

Credit Intern

Post bank
06.2019 - 11.2019
  • Evaluated existing processes for efficiency improvements and implemented new processes as needed.
  • Participated in weekly team meetings where topics ranging from loan processing protocols to customer service issues were discussed
  • Generated reports summarizing key findings from credit reviews and investigations.
  • Utilized automated systems to process large volumes of data quickly and accurately.

Education

Bachelor of Arts (Hons) International Business - Business

Makerere University Business School
01.2021

High School Diploma -

Makerere College School
11.2016

ACI Dealing Certification - Financial Markets

ACI Financial Markets Association
05.2024

Financial Markets Certification -

Yale University
05.2024

PROFESSIONAL COURSE - Investments And Securities

Chartered Institute For Securities And Investment
UNITED KINGDOM
12.2024

Skills

  • Foreign Exchange Trading
  • Sales closing
  • Securities Advisement
  • Time Management

Certification

ACI DEALING CERTIFICATE

FINANCIAL MARKETS

References

Mr   Wagaba Jeremy

wagabajeremy@gmail.com

Public   Relations Officer

0774698997


Mr   Ezra Simiti

ezralubega7@gmail.com

Chief   Dealer

0752072312


Ms Nyakiru Samatha

samanthanyakairu14@gmail.com

Co-founder Achila 

+256 705 463590

 

Timeline

Advisory Intern

ACHILA COMPANY
03.2023 - 03.2024

Sales Operations Supervisor

Culipa Fintech
01.2023 - 09.2023

Prop Trader

MYFUNDEDFX
02.2021 - Current

Credit Intern

Post bank
06.2019 - 11.2019

Bachelor of Arts (Hons) International Business - Business

Makerere University Business School

High School Diploma -

Makerere College School

ACI Dealing Certification - Financial Markets

ACI Financial Markets Association

Financial Markets Certification -

Yale University

PROFESSIONAL COURSE - Investments And Securities

Chartered Institute For Securities And Investment
KASASA LOUIS