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Patrick Musyoka, Trade Finance Executive (Freelance)

Patrick Musyoka

Trade Finance Executive (Freelance)·Euro Exim Bank

Kenya

Bachelor's degree, Bachelor of Commerce (Finance Specialization)

Work experience

Total years of experience: 13 years, 4 months

Trade Finance Executive (Freelance)

January 2023 - Present

Euro Exim Bank

Nairobi, Kenya Hybrid

January 2023 - Present

Identify and engage potential clients to promote banking and trade finance products.
Support onboarding of new customers and facilitate account-related processes.
Conduct client outreach and maintain strong relationships for business growth.

Company industry:
Banking

Research & Administrative Consultant

January 2018 - Present

Self-Employed

Nairobi, Kenya Remote

January 2018 - Present

Conduct internet-based research, gather primary/secondary data, and compile information into structured databases. Analyze industry trends, summarize academic literature, and produce actionable insights or reports. Verify data accuracy, format references, and ensure all research materials meet project or journal standards.Deconstruct complex data into clear, easy-to-read charts, graphs, and summaries. Handle client correspondence, field inquiries, and schedule stakeholder interviews or meetings across multiple time zones.

Company industry:
Administration Support Services

Research & Writing Consultant (Remote)

January 2018 - Present

Self-Employed

Nairobi, Kenya Remote

January 2018 - Present

Conduct research and prepare structured reports and analytical documents.
Manage multiple client projects requiring planning, prioritization, and delivery.
Synthesize complex information into clear, actionable reports.

Company industry:
Business Consultancy Services

Chairperson, Board of Management

January 2019 - December 2025

Donyo Sabuk Comprehensive

Machakos, Kenya

January 2019 - December 2025

Appointed to oversee project monitoring, resource allocation, and reporting activities.
Manage communication and ensure proper documentation of institutional records.
Participate in decision-making processes affecting institutional development.

Company industry:
Training & Education Center

Trade Finance Executive

September 2023 - November 2025

Euro Exim Bank Ltd

Nairobi, Kenya Remote

September 2023 - November 2025

Offered a range of services of the Bank to promote both Local as well as
International Trade; Account opening; Correspondent Banking etc, Introduced and promoted the Bank’s products to the potential customers, openned lines of communication for the Bank to promote business expansion, and undertook other related activities to support sales of the Bank’s products.

Company industry:
Banking

Relationship Manager (Seasonal)

January 2013 - November 2017

Equity Bank Ltd

Nairobi, Kenya

January 2013 - November 2017

Provided frontline banking services including deposits, withdrawals, and account management.
Assisted customers with account opening, loan inquiries, and banking products.
Supported customer onboarding and ensured accurate documentation of client information.

Company industry:
Banking

Relationship Manager (Seasonal)

February 2013 - September 2017

Equity Bank

Nairobi, Kenya

February 2013 - September 2017

Identified and pitched relevant bank products to new and existing customers, including loans, savings accounts, and digital banking. Receive, verify, and process account application documents, ensuring strict compliance with KYC and AML guidelines.Resolved customer inquiries and complaints efficiently to ensure high satisfaction and brand loyalty.

Company industry:
Banking

Assistant Accountant (Contract)

January 2016 - January 2016

Lavender Properties Ltd

Nairobi, Kenya

January 2016 - January 2016

Processed invoices, managed accounts payable/receivable, reconciled bank statements, and
maintained accurate financial ledgers.
Assisted the finance manager with financial reports and audit schedules.

Company industry:
Real Estate

Education

Kenyatta University

December 2017

December 2017

Bachelor's degree, Bachelor of Commerce (Finance Specialization)

Kenya

Kenyatta University

December 2017

December 2017

Bachelor's degree, Finance)

Kenya

Magogoni Secondary School

December 2012

December 2012

High school or equivalent, Kenya Certificate of Secondary Education (KCSE)

Kenya

Magogoni Community Secondary School

December 2012

December 2012

High school or equivalent, Kenya Certicate of Secondary Education

Kenya

Skills

Data Analysis
Expert
Data Analysis
Expert
Research
Expert
Research
Expert
Banking
Intermediate
Banking
Intermediate
Writing
Expert
Writing
Expert
Microsoft Office Suite
Expert
Microsoft Office Suite
Expert
Website Building
Intermediate
Website Building
Intermediate
Administrative & Support Services
Expert
Administrative & Support Services
Expert
Customer Service Skills
Expert
Customer Service Skills
Expert
Use Artificial Intelligence Tools
Expert
Use Artificial Intelligence Tools
Expert
ADMINISTRATIVE FUNCTIONS
Intermediate
ADMINISTRATIVE FUNCTIONS
Intermediate
ADMINISTRATIVE SUPPORT
Intermediate
ADMINISTRATIVE SUPPORT
Intermediate
BANKING SERVICES
Intermediate
BANKING SERVICES
Intermediate
CERTIFIED ADMINISTRATIVE PROFESSIONAL
Intermediate
CERTIFIED ADMINISTRATIVE PROFESSIONAL
Intermediate
CUSTOMER SERVICE
Intermediate
CUSTOMER SERVICE
Intermediate
EXECUTIVE INFORMATION SYSTEMS
Intermediate
EXECUTIVE INFORMATION SYSTEMS
Intermediate
FINANCE
Intermediate
FINANCE
Intermediate
FINANCIAL STATEMENTS
Intermediate
FINANCIAL STATEMENTS
Intermediate
RECONCILIATION
Intermediate
RECONCILIATION
Intermediate

Languages

English
Expert

Memberships

Kenya Accountants and Secretaries National Examinations Board

CPA-K Candidate

January 2026

Training and Certifications

Certifications
KASNEB
CPA (K) – Level II

Hobbies

  • Reading