Lomo Olaseni QFA, RPA, FPRA, CFP®, MBus
Summary
Accomplished Senior Financial Advisor at Ask Acorn, adept in financial planning and advisory services with a proven track record of surpassing sales targets by fostering client relationships and team mentorship. Excelled in high-stakes environments, including the Prime Minister’s office, demonstrating unparalleled organizational skills and public speaking prowess.
Overview
20
20
years of professional experience
Work History
Senior Financial Advisor
Ask Acorn
06.2008 - Current
- Company Overview: Acorn Life
- Provided expert financial planning advice to a diverse client base, helping clients achieve financial security and long-term goals
- Consistently exceeded sales targets, becoming a top performer within the organization
- Built and maintained strong relationships with clients, ensuring high satisfaction and long-term loyalty
- Mentored and guided junior advisors, fostering a culture of excellence and collaboration
- Delivered presentations at client seminars and conferences, showcasing expertise in financial planning strategies
- Acorn Life
Clerical Officer
Department of Taoiseach
01.2008 - 05.2008
- Provided administrative and clerical support within the Prime Minister’s office, ensuring accuracy and efficiency in handling documents and records
- Assisted in organizing events and managing correspondence for high-level government operations
Clerical Officer
Department of Agriculture
07.2005 - 12.2007
- Managed administrative tasks, including data entry, record-keeping, and correspondence handling
- Supported project teams in delivering agricultural initiatives and programs
- Demonstrated strong organizational skills, ensuring smooth day-to-day operations
Education
Master’s Degree - Financial Planning and Sustainability
Institute of Technology
Sligo10.2024
LIA Qualified Financial Advisor - Financial Planning and Services
LIA
05.2024
Postgraduate Diploma - Risk Management and Insurance Planning
LIA
03.2022
Postgraduate Diploma - Fund Management
Institute of Bankers
06.2012
Professional Diploma - Accounting and Finance
Dublin City University
05.2008
Postgraduate Diploma - Public Management
Institute of Public Administration (Ireland)
05.2007
Certified Financial Planner (CFP) -
Financial Planning Standard Board (FPSB)
Skills
- Financial Planning and Advisory Services
- Sales and Business Development
- Client Relationship Management
- Administrative and Clerical Expertise
- Team Leadership and Mentorship
- Public Speaking and Presentation Skills
- Strategic Planning and Problem-Solving
- Attention to Detail and Organizational Skills
References
Available upon request.
Languages
- English, Fluent
- French, Intermediate
Certifications and Achievements
- Million Dollar Round Table (MDRT) Qualification, Attended the international financial conference in the U.S. since 2014.
- Distinguished Advisor Award, Received annually since 2014, recognizing top performance at Ask Acorn.
- Advisor of the Year, 2018, Awarded for outstanding service and achievements in financial advising.
- Distinguished Sales Awards, Recognized for exceptional sales performance since 2014.
Timeline
Senior Financial Advisor
Ask Acorn
06.2008 - Current
Clerical Officer
Department of Taoiseach
01.2008 - 05.2008
Clerical Officer
Department of Agriculture
07.2005 - 12.2007
Master’s Degree - Financial Planning and Sustainability
Institute of Technology
LIA Qualified Financial Advisor - Financial Planning and Services
LIA
Postgraduate Diploma - Risk Management and Insurance Planning
LIA
Postgraduate Diploma - Fund Management
Institute of Bankers
Professional Diploma - Accounting and Finance
Dublin City University
Postgraduate Diploma - Public Management
Institute of Public Administration (Ireland)
Certified Financial Planner (CFP) -
Financial Planning Standard Board (FPSB)
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