I’m seeking to leverage fintech mastery, compliance, and operations expertise in roles such as Operations Officer, Investment Advisor, or Project Manager.
Open to opportunities
Sharon Wambui
@sharonwambui1
Results-driven Project Manager and Investment Advisor leveraging fintech compliance and operations to grow AUM and deliver donor-grade programs.
KenyaWhat I'm looking for
I’m a results-oriented Project Manager, Investment Advisor, and Operations professional with an M.S. in Information and Communication Science and 4+ years across NGO, FinTech, and Real Estate. My work consistently blends compliance rigor, operational optimization, and stakeholder coordination to deliver measurable outcomes.
As an authorized Direct Sales Agent for Acorn I-REIT & D-REIT through the Vuka by Acorn platform, I onboarded 25+ retail investors in the first two months with a 100% account activation rate. I mobilized over KES 200,000 in investor capital, while providing yield analysis, risk profiling, and portfolio diversification guidance—always grounded in KYC/CDD verification and CMA-aligned regulatory requirements.
At BizSolutions 360 Inc, I managed administrative delivery for a $10.6M USAID-funded WASH program in Liberia, ensuring donor compliance for program deliverables. I also drove monthly reconciliations across a $1.2M portfolio with zero-variance budget tracking, led end-to-end proposal development that improved win rates by 30%, and served as the primary liaison for the U.S. Embassy and Department of State while maintaining risk logs and cross-functional mitigation.
Previously, as a Product Manager at Edu Prime LLC, I applied Scrum (PSM I) to translate complex requirements into sprint milestones and built Power BI dashboards to inform senior leadership decisions. I bring a compliance-first mindset and a data-backed approach to workflow automation, reporting, and risk management—because great delivery depends on clear processes and trusted execution.
Experience
Work history, roles, and key accomplishments
WR
Current
Founder & Operations Manager
Wambui Prime Realty
Feb 2025 - Present (1 year 4 months)
Served as authorized direct sales agent and investment advisor for Acorn REIT via the Vuka by Acorn platform, onboarding 25+ investors in 2 months with a 100% account activation rate through end-to-end KYC/CDD verification. Facilitated deployment of over KES 200,000 in investor capital and managed the investor lifecycle using HubSpot for pipeline tracking and post-investment support.
BI
Project Manager & Business Dev
BizSolutions 360 Inc
Sep 2023 - Oct 2024 (1 year 1 month)
Managed administrative delivery for a $10.6M USAID-funded WASH program in Liberia, ensuring donor compliance for A&E III IDIQ deliverables. Led $1.2M monthly financial reconciliations achieving zero-variance budget tracking, and improved donor proposal win rates by 30% through end-to-end proposal development and stakeholder coordination.
EL
Product Manager
Edu Prime LLC
Jul 2021 - Sep 2023 (2 years 2 months)
Led Agile/Scrum delivery of a global learning platform by translating complex requirements into sprint milestones. Built Power BI performance dashboards to track adoption trends and support senior leadership resource allocation and planning.
IH
Health Informatics Intern
Indiana University Hospital
May 2021 - Jul 2021 (2 months)
Mapped data security protocols for large-scale healthcare datasets using Power BI to improve risk visibility and support stronger data protection. Documented security controls to enable clearer compliance readiness for health informatics data workflows.
ZT
Finance & Data Analytics Intern
Zege Technologies
Aug 2017 - Sep 2017 (1 month)
Supported budgeting and performance tracking for financial software solutions by building financial models for cost forecasting. Conducted variance analysis to ensure accurate tracking of performance against budget assumptions.
Education
Degrees, certifications, and relevant coursework
Ball State University
Master of Science (M.S.), Information and Communication Science
Earned an M.S. in Information and Communication Science from Ball State University in 2021.
Drexel University
Bachelor of Science (B.S.), Finance
Earned a B.Sc. in Finance (General) from Drexel University in 2019.
Scrum.org
Professional Scrum Master I (PSM I), Agile/Scrum
Achieved the Professional Scrum Master I (PSM I) certification via Scrum.org.
Tech stack
Software and tools used professionally
Availability
Open to opportunities
Location
KenyaAuthorized to work in
Job categories
Skills
Client OnboardingAUM GrowthCapital RaisingKYC CDD ComplianceYield AnalysisFractional Real EstateFund AdministrationProcess OptimizationSOP DevelopmentRegulatory ComplianceERP SystemsRisk ManagementVendor ManagementWorkflow AutomationStakeholder EngagementDonor ReportingCross Functional Team LeadershipAdvanced ExcelPower BIQuickbooksJiraSalesforceZoho CRMHubSpotProcoreAWSFinancial ReconciliationsProposal DevelopmentNegotiationMarket IntelligenceSecurity ProtocolsFinancial ModellingGmailMapped
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