Beatrice Ogbonna-Otu is a seasoned finance professional with experience in securities trading, investment strategies, financial analysis, risk management, investment strategies, budgeting and forecasting and corporate finance. With a deep understanding of market dynamics and a commitment to delivering exceptional results, she has consistently delivered excellent customer service to clients. Beatrice also has a thorough understanding of market analysis and research, risk management, portfolio management, and compliance and regulation.
She has an MBA in Finance from the University of North Carolina and a bachelor’s degree in banking and finance from Nnamdi Azikiwe University, Nigeria. Beatrice also has professional licenses in securities trading, business analysis and accounting. She currently works as a licensed securities trader at Wells Fargo where she performs routine securities transactions for clients, serves as subject matter expert for the securities market, makes decisions in line with business objectives, identifies and recommends opportunities for process improvements and interprets policies and procedures to clients to address issues, trading strategies, market terminology and account status.
A Doctorate in Business Administration will further expose Beatrice to the world of research and deepen her knowledge of business, finance and banking. This will put her near the top of her field and open up a wide variety of opportunities. It will also give her the opportunity to interact with experts in her field and boost her professional and presentation skills.
As a licensed securities trader, Beatrice would love to see a more efficient and reliable securities trading system where there is less market volatility, where regulation and marketing of financial services can be more streamlined, where traders are more knowledgeable and where stock dips can be anticipated efficiently. Beatrice’s research will focus on the need for more innovation in securities trading as a lot of the emphasis is currently on trade initiation.