JEAN HABARUREMA
Omaha
Summary
Results-oriented financial professional with a strong foundation in client services and a comprehensive understanding of the financial industry. Proven ability to build and maintain lasting client relationships while effectively addressing their financial needs. Expertise in providing exceptional client support, resolving inquiries effectively, and exceeding client expectations.
Overview
10
10
years of professional experience
4
4
Certifications
Work History
Financial Services Representative
Charles Schwab
Omaha
04.2025 - Current
Fixed Income & Equities Trader
BK Capital
11.2023 - 01.2025
- Cultivated and maintained relationships with a portfolio of 20+ institutional clients, resulting in over 90% client retention rate and over 10% increase in client trading volume Quarter over Quarter
- Executed over 50 buy and sell orders daily on Rwandan Stock Exchange floor, ensuring accurate and timely trade execution while complying with regulatory requirements.
- Analyzed market trends and economic indicators to inform trading decisions, achieving 5% outperformance of benchmark index for client portfolios.
- Monitored and managed market risks associated with client trades and proprietary positions, mitigating potential losses and maintaining risk exposure within established limits.
- Prepared and submitted accurate and timely trade reports to the Rwandan Stock Exchange, Central Bank of Rwanda, and company management, maintaining a 100% compliance record.
Retirement Services Specialist
Fidelity Investments
Omaha
04.2022 - 09.2023
- Processed 20+ 401(k) transactions daily, including distributions, loans, and rollovers, achieving 95% accuracy and adherence to plan guidelines.
- Educated and enrolled an average of 50+ employees per month in 401(k) plans, resulting in an increase of employee participation in the company's retirement savings plan.
- Responded to an average of 75+ participant inquiries daily via phone and email, achieving over 90% participant satisfaction rating.
- Educated participants on tax implications of withdrawals, enabling informed decisions and minimizing potential tax penalties.
- Identified and implemented process improvement that streamlined loan processing procedure, enhancing participant experience.
Funded Futures Trader
Top Step Trader
Lincoln
05.2020 - 03.2022
- Developed, tested, and documented three distinct profitable trading systems, each with a proven track record of consistent profitability.
- Identified profitable trading opportunities through market research, valuation, and data analysis, contributing to consistent profitability.
- Managed risk by evaluating liquidity, volatility, and key supply/demand levels, achieving an average risk-to-reward ratio of 1:2 or higher on executed trades.
- Researched economic indicators, news reports, and market data to inform trading decisions and capitalize on emerging market trends.
Sales Representative
Zola LTD
Kigali
05.2016 - 01.2018
- Built, mentored, and motivated a sales team of 10 representatives, resulting in the team consistently exceeding weekly and monthly sales goals by an average of 20%.
- Generated an average of 50+ qualified leads per week through proactive outbound sales efforts, consistently exceeding lead generation targets by 10% +.
- Collaborated with senior management to develop and implement strategic sales and marketing plans that enhanced overall sales performance.
- Analyzed customer data to identify key buying patterns, uncovering three new market segments and leading to the development of targeted marketing campaigns.
- Developed and delivered training programs for new sales staff, enabling them to achieve sales targets effectively.
- Organized and managed 20 marketing shows and industry events, significantly increasing brand awareness and lead generation.
Education
MBA - Finance
Colorado Technical University
Colorado Springs, CO07-2027
Bachelor of Science - Agribusiness, Leadership, And Entrepreneurship
University of Nebraska Lincoln
Lincoln, NE05-2022
Associate of Arts - General Studies
Southern New Hampshire University
Manchester, NH06-2017
Skills
- Financial analysis
- Financial Modeling
- Regulatory Compliance
- Risk Management
- Client Acquisition
- Client Relationship Management
- Product Knowledge
- Software Proficiency
- Problem-Solving & Analytical Skills
- Team Collaboration
- Communication & Public Speaking
Certification
Series 7
Timeline
Financial Services Representative
Charles Schwab
04.2025 - Current
Fixed Income & Equities Trader
BK Capital
11.2023 - 01.2025
Retirement Services Specialist
Fidelity Investments
04.2022 - 09.2023
Funded Futures Trader
Top Step Trader
05.2020 - 03.2022
Sales Representative
Zola LTD
05.2016 - 01.2018
MBA - Finance
Colorado Technical University
Bachelor of Science - Agribusiness, Leadership, And Entrepreneurship
University of Nebraska Lincoln
Associate of Arts - General Studies
Southern New Hampshire University