Winnie Isilo

Contribute to strategic planning, member development and event organization as part of the executive committee. Maintain official club records and deliver public speeches and impromptu talks.

Lead institutional partnership strategy and execution across four East African markets. Facilitate personal finance curriculum design and conduct market research on financial inclusion and behavioural finance.

Assessed a $100M client's financial goals, risk tolerance, and preferences through a discovery process. Designed a portfolio proposal in Excel aligned to the client's risk profile and objectives.

Challenged assumptions to generate growth ideas for a luxury clothing client. Applied brainstorming techniques to develop revenue-growth strategies and synthesized ideas into client-ready recommendations.

Advised high-net-worth and institutional clients on fixed income, money market, equity, and alternative investments. Authored weekly investment commentaries and tracked Treasury bill auctions, bond markets, inflation trends, and CBK policy.

Grew loan portfolio by KES 500M over 18 months, sustaining 105%+ average target achievement. Promoted to Team Leader within two weeks of onboarding; led initiatives and mentored junior associates.

Identified an M&A target based on strategic and financial fit criteria. Built a DCF valuation model, stress-tested for a competing bid and supply chain disruption, and prepared a client deliverable.

Conducted audits and verified vouchers to ensure compliance with financial procedures.

Pursued a Bachelor of Science in Financial Engineering, gaining skills in financial modeling, quantitative analysis, and market research.