Jesse Ohakam

About Jesse Ohakam

Goal-focused financial analyst with hands-on experience in financial services, investment management, client advisory, and wealth solution delivery. Possess a deep understanding of financial planning, fixed income, private equity, brokerage service, and capital market. Track record of success in building strategic relationships with potential high-value clients, advising on complex financial planning services, managing accounts, leading mediation and negotiation, recommending brokerage products and services, and providing support on informed investment decisions. Well-versed in developing business and generating referral sources, analyzing financial data/trends, and advising clients/businesses on risk identification, assessment, and mitigation. Demonstrated exceptional interpersonal, analytical, and issue-resolution skills along with a talent for understanding new things and efficiently implementing new ideas, concepts, methods, and technologies to expedite client service delivery. Recognized talent in discovering good quality investment opportunities and setting strategic roadmaps for assigned business areas with KPIs and financial targets to meet institutional needs.

Experience

1. Investment Operations Specialist

   M Financial Group

   Mar 2026 — Present · Dallas, TX, US

Education

• Mansfield Timberview High School

  High School

  2007 — 2010

Skills

• Customer Service
• Research
• English
• Microsoft Office
• Data Analysis
• Microsoft Word
• Powerpoint
• Microsoft Excel
• Project Management
• Management