Featured Member: K. Dwayne Rahman on HBCU CONNECT!

Q&A With K. Dwayne Rahman

K. Dwayne Rahman
CEO & President, New Vision Financial
Location: Sutton, MA United States
Joined: May 12th, 2008

About (request update)

My Interview Question

How can we empower access to financial services to create a legacy?

Experience

I currently work with New Vision Financial as CEO & President
I have 12 years of experience working in the Financial Services industry.

President & Founder | New Vision Financial
From January 2005 to Current • 21 year(s)
Founder and driving force behind New Vision Financial, responsible for overall direction and achieving maximum return on invested capital. Coordinates senior executives and develops strategic business objectives and policies.

AVP | Merrill Lynch
From January 2003 to January 2005 • 2 year(s)
Established client base with National Multicultural Organizations and developed strategic plans to improve market shares within multicultural emerging markets. Implemented Total Needs Analysis methodology that increased sales penetration by 18%.

Financial Advisor - Institutional Group | Morgan Stanley
From January 2002 to January 2003 • 1 year(s)
Coordinated delivery of investment management products and services to institutional clients with focus on municipalities and multicultural foundations. Implemented Wealth Management Process to enhance sales goal achievement.

Fund Analyst | Investors Bank & Trust
From January 2001 to January 2002 • 1 year(s)
Managed Financial Reporting Process for a billion dollar fund and developed procedures to ensure portfolios conformed to state/federal laws. Designed reports and analyzed data to show portfolio performance results.

My Groups