Juliet Amwoma
Associate, Operations @NorthRock Partners
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WORK HISTORY
Associate, Operations @NorthRock Partners
Minneapolis, MN, US
Managing the effective onboarding of HNW client accounts to NorthRock Partners ensuring end-to-end data integrity while keeping client personal data secure. Assisted in the opening of individual and joint brokerage, retirement, and trust accounts for incoming transfer, including preparing opening paper work for presentation to the end client. Tracking ongoing progress of account set up completion through account funding and communicating with lead advisors.
EDUCATION
International University of Japan
Master of Business Administration - MBA
Ngandu girls high school.
Kcse Certificate, Secondary Education
International University of Japan
Masters of Business Administration
Jomo Kenyatta University of Agriculture and Technology (JKUAT)
Bachelor of Science (BSc), Environmental engineering
ABOUT JULIET AMWOMA
Dynamic professional with substantial experience in driving operational efficiency, optimizing workflows, and leveraging data-driven insights to support strategic decision-making. Track record of analyzing complex datasets, identifying inefficiencies, and implementing process enhancements to elevate performance. Well-versed in designing automated dashboards, standardizing reporting, and streamlining cross-functional processes for timely, accurate insights. Skilled in data validation, quality assurance, and audits to ensure compliance and project objectives. Adept at collaborating with technical and product teams, translating findings into actionable strategies, and managing high-volume operations to drive continuous improvement and maximize business outcomes.
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