Summary
Overview
Work History
Education
Accomplishments
Affiliations
Interests
Timeline
Generic
Kenneth Adrian Kugonza

Kenneth Adrian Kugonza

Executive Financial Advisor
Wakiso,Uganda

Summary

With a diverse background spanning the commodities industry, medical research, and financial advisory within the insurance sector, I have honed my expertise over a 20-year career. I possess a strong understanding of market trends, research methodologies, and financial strategies. My experience in the commodities industry has provided me with deep knowledge of supply chain dynamics and risk management. Additionally, my time in medical research has equipped me with analytical skills and a meticulous attention to detail. Now, as I embark on my journey in financial advisory within the insurance sector, I am excited to utilize my diverse skill set to help clients navigate complex financial landscapes and achieve their goals.

Overview

28
28
years of professional experience

Work History

Executive Financial Advisor

Prudential Assurance
10.2016 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Data Management Officer

MRC Uganda
06.2001 - 02.2020
  • Collaborated with cross-functional teams to define data requirements and develop strategies for effective data collection.
  • Performed thorough audits of existing databases to identify areas needing improvement or optimization.
  • Established robust backup procedures to ensure minimal downtime in case of unforeseen events or disasters.
  • Provided technical support for troubleshooting issues related to databases or applications relying on them as a critical resource person within the team.
  • Streamlined data management tasks for increased efficiency and reduced errors.
  • Automated manual processes to save time and minimize human error in data handling tasks.
  • Implemented user-friendly interfaces that allowed non-technical staff members easy access pertinent information from various databases as needed without compromising security protocols.
  • Improved data quality by implementing strict validation and standardization processes.
  • Reviewed source documents and listings to compile resources for identifying and correcting data allocation issues.
  • Identified and resolved data-handling errors and hardware conflicts to maintain organizational IMS infrastructure.
  • Liaised between data management and IT support personnel to communicate ongoing system maintenance and new software development.
  • Deployed optimal reporting software and developed dashboards and reporting systems for data summaries.
  • Lent qualitative analytical support to lead data analysis testing policy.
  • Designed intuitive reports for stakeholders, enabling informed decision-making based on accurate data insights.

Procurement, Data and Logistics

Lonrho Cotton Uganda
01.1998 - 12.2000
  • Implemented lean principles in materials management, driving continuous improvement and cost savings.
  • Increased accuracy of inventory records with regular audits, resulting in better stock control and reduced waste.
  • Enhanced supply chain efficiency by optimizing inventory management and implementing strategic sourcing initiatives.
  • Achieved optimal inventory levels by implementing demand forecasting techniques, reducing stockouts, and overstock situations.
  • Coordinated transportation activities effectively to expedite deliveries while minimizing costs associated with freight charges.
  • Managed procurement activities, ensuring timely requisition processing and adherence to budgetary constraints.
  • Developed comprehensive logistics plans to ensure timely delivery of materials, minimizing production downtime.
  • Tracked orders and notified customers of status or potential delays.

Procurement Officer

Ugacof
01.1997 - 12.1997
  • Developed and strengthened supplier relationships.
  • Evaluated vendor performance regularly to maintain reliable supply chain operations and address issues promptly.
  • Maintained detailed records of all procurement activities for reference purposes as well as for auditing and compliance.
  • Managed procurement projects from initiation to completion, ensuring timely delivery of goods and services.
  • Built relationships with vendors to negotiate ideal terms for purchases.
  • Improved supplier relationships through regular communication, timely payments, and transparent dealings.
  • Achieved cost savings by conducting thorough market research before initiating the purchasing process.
  • Developed strong partnerships with vendors to secure favorable pricing, payment terms, and delivery schedules.

Education

Certificate Of Proficiency - Life Insurance

Insurance Institute of Uganda
Kampala
10.2018

Certificate Of Proficiency - Insurance

Insurance Institute of Uganda
Kampala
10.2017

Business Administration

Makerere University Business School
Kampala
01.1996

Accomplishments

1. Managed client databases at Ugacof and Lonrho as well as big research subject databases at MRC Uganda

2. Managed to grow my business at Prudential to an average of over 300million ugx in gross written premiums for the last 5 years

Affiliations

1. Rotary club of Muyenga sunrise

Interests

Public and motivational speaking

Timeline

Executive Financial Advisor

Prudential Assurance
10.2016 - Current

Data Management Officer

MRC Uganda
06.2001 - 02.2020

Procurement, Data and Logistics

Lonrho Cotton Uganda
01.1998 - 12.2000

Procurement Officer

Ugacof
01.1997 - 12.1997

Certificate Of Proficiency - Life Insurance

Insurance Institute of Uganda

Certificate Of Proficiency - Insurance

Insurance Institute of Uganda

Business Administration

Makerere University Business School
Kenneth Adrian KugonzaExecutive Financial Advisor