Woli Dan Comedy

Strategic, client-focused professional with a unique blend of financial operations experience (Moniepoint MFB) and systems architecture, pivoting into Private Wealth Advisory. Equipped with excellent executive presence, relationship-building skills, and a foundational understanding of asset security and financial ecosystems. Highly motivated to manage relationships with HNW and UHNW clients, develop long-term wealth strategies, and coordinate sophisticated planning across investments, tax, trust, and estate.

Adept at leading complex client meetings, partnering with cross-functional professionals (attorneys, CPAs), and growing a book of business through centre-of-influence relationships and referrals.

Financial Operations & Client Solutions Specialist - Moniepoint Microfinance Bank

(2024-03)

• Manage ongoing relationships with key business accounts, ensuring seamless financial operations and addressing complex service needs.
• Partner with regional stakeholders, technical teams, and external partners to deliver integrated financial and risk-mitigation solutions.
• Lead complex client meetings to discuss asset safeguarding, operational scale, and long-term financial infrastructure strategies.
• Contribute to regional footprint expansion by maintaining high client retention and fostering network referrals based on service excellence.

Strategic Consultant & Project Manager - Independent Advisory & Solutions

(2024-01)

• Develop and implement long-term operational and digital strategies aligned with clients' overarching business and financial goals.
• Coordinate sophisticated project planning, managing resources and timelines across multiple domains to deliver high-value outcomes.
• Successfully grew the consulting practice and client book entirely through word-of-mouth referrals and cultivating centre-of-influence relationships.
• Advised on and implemented secure financial gateways and data structures to ensure tax-efficient, compliant business operations.

National Diploma (ND) - Computer Science - Bolmor Polytechnic, Ibadan, Nigeria

B.Sc. - Computer Science - Miva Open University, Nigeria