Background

Hello and thank you for viewing my profile. I would enjoy being part of a committed team of faculty who are pushing the boundaries of education at a university that is shaping the future of academia. My academic training and over 15-years of work experience as a finance/investment professional have prepared me to be an effective Finance Professor and Researcher. My research integrates several methodological procedures that include stationarity tests, cointegration tests, error correction models, regression models, in-sample/out-sampling, difference in difference methodologies, and event studies. In addition to my dissertation, other areas of research that I find interesting are risk management, investment analysis, FinTech, cryptocurrencies, and corporate finance. During my graduate training, I was fortunate to serve as an adjunct finance faculty. I found that my professional experience as a senior investment consultant, financial manager, and business manager provided me with a broad view that proved to be significantly useful in lectures. As a result, I look forward to the opportunity to teach existing courses and help develop new courses.

Job experience

• January 2021 - present
  Adjunct Finance Faculty
  Morgan State University
  

  Baltimore, MD, USA

  Course Taught: Finance 343 – Managerial Finance
  Prerequisites: Accounting 201 and Economics 212
  Topics Covered (Learning Objectives):
  1. The Importance of Financial Management
  2. Financial Statements and Cash Flow Analysis
  3. How to Work with Financial Statements
  4. Time Value of Money
  5. Discounted Cash Flow Valuation
  6. Interest Rates and Bond Valuation
  7. Equity Markets and Stock Valuation
  8. Net Present Value
  9. Capital Budgeting
  10. Capital Investment Decisions
  11. Lessons from Capital Market History
  12. Risk and Return along with Market Efficiency
  13. Cost of Capital
  14. Leverage and Capital Structure
  15. Dividends and Dividend Policy
  16. Raising Capital
  17. Short-Term Financial Planning
  18. Capital Management
  19. International Aspects of Financial Management
  
  Course Taught: Finance 341 – Introduction to Financial Planning
  Prerequisites: None
  Topics Covered (Learning Objectives):
  1. Financial Investments
  2. Stocks, Bonds, ETFs, and Mutual Funds
  3. Debt Securities
  4. Financial Statements Analysis
  5. Cash Flow Analysis
  6. Time Value of Money
  7. Introductions to Personal Financial Planning
  8. Debt Management
  9. Budgeting
  10. Retirement Planning
  
  1. Research Projects and Engagement
  a. Successfully defended my doctoral dissertation entitled “The Effects of Three Distinct Forms of Systematic Risk – Three Essays on the Role of Exogenous Shocks, Inflation, and Federal Regulation on the United States Capital Markets and Economy.”
  b. A research paper entitled "Investor and Auditor Reaction to the Effects of Non-Traditional Analysis on Firms" is co-authored with Dr. Tang and Dr. Mohammed Alsurayhi.
  c. PhD participation in the following conferences:
  i. Presented in the International Economic Atlantic Society, I also served as a Discussant
  ii. Presented in the American Finance Association
  iii. Presented in the American Accounting Association
  iv. Presented in the Academy of Economics and Finance
  v. Attended the Western Finance Association Conference
  vi. Attended the American Social Sciences Association conference
  d. Research seminars and colloquia:
  i. Presented in the Graves School of Business and Management colloquium at Morgan State University
  ii. Attended the Graves School of Business and Management colloquium at Morgan State University
  e. Interdisciplinary research collaboration:
  i. A research paper entitled "Investor and Auditor Reaction to the Effects of Non-Traditional Analysis on Firms" is co-authored with Dr. Tang and Dr. Mohammed Alsurayhi of the Accounting concentration.
  2. Innovation
  a. My doctoral dissertation utilized the following models:
  i. Market Model for event studies
  ii. OLS Regression Models
  iii. Vector Error Correction Models
  iv. In-Sample/Out-Sample
  v. Difference-In-Difference methodology which is more popular in accounting scholarly research
  3. Impact
  a. I have one publication and it listed below:
  i. Mosaku, Folukemi, Nunley Jr., Jason, Simpson, Shawn 2024. Green Stamps: Infrastructure Investment and Jobs Act and the Transportation Industry. Academy of Economics and Finance, Volume 15, pp. 24-31.
  b. I have one Research Award and Recognition and it listed below:
  i. "Green Stamps: Infrastructure Investment and Jobs Act and the Transportation Industry" has one the "Best Paper" award at the Academy of Economics and Finance annual conference in February of 2023.

• November 2020 - present
  Business Manager
  Morgan State University
  

  Baltimore, MD, USA

  As Business Manager, I am responsible for making financial decisions for the organization’s growth, financial risk, and strategic direction. The Business Manager also strategically leads, plans, and organizes the organization’s financial and administrative functions to ensure administrative excellence, fiscal integrity, and stewardship of resources. Below are few bullet points that create success in the Business Manager role.
  • Responsible for directing, managing, safeguarding and overseeing all departmental financial resources and economic activity.
  • This includes state resources, grants, revenue, development, treasury activities, and all economic, accounting, and business activities.
  • Responsible for all internal financial controls, accounting, and risk mitigation.
  • Create statistical reports from quantitative data for analysis, risk assessment, and forecasting.
  • Generate financial reports and statements.
  • Responsible for managing the annual audit.
  • FP&A - Create five-year plan and forecasts based on quantitative data.
  • Create annual budgets for each internal department.
  • HR duties - Direct and manage employment contracts and payroll functions.
  • Direct, review and manage contracts for business transactions and economic activity.
  • Manage, monitor, and track all development activities.
  • Serves as the development team’s “go-to” expert with revenue generation, risk control, contracts, and business development.
  • Lead and supervise accounting and finance staff.

• September 2016 - November 2020
  Financial Manager
  Morgan State University
  

  Baltimore, MD, USA

  As Financial Manager, I was responsible for directing, managing and overseeing all multi-million-dollar student-funding and project resources based on institutional funds, external federal funds, state funds and external private funds.
  • Create and manage accounting databases to account for each fund source (eleven total).
  • Provide up to date expenditure information, fund source balances, and balance on each project and award recipient on a monthly basis.
  • Create, direct, and manage budgets for each School and Department at the University.
  • Audit the funding process and create annual financial reports.
  • Create models and present statistical reports to disclose trends, disbursement, tracking, variances, and forecasting information both internally and externally.
  • Consult with department leaders to provide instruction and guidance in reference to create funding project selections and risk mitigation.
  • Monitor student funding eligibility (e.g., student academic status, special demographic and citizenship status, and external activities that affect eligibility).
  • Create and deploy best practices for student award notices, acceptances forms, award distribution, and monitor initial and continuing eligibility.
  • Lead and supervise accounting and finance staff.

• January 2016 - September 2016
  Financial Analyst
  Morgan State University
  

  Baltimore, MD, USA

  As the Financial Analyst, I gathered and extracted data from a variety of sources to generate statistical reports. I was in charge of budget reconciliation and reporting. I also assisted with financial reporting and audits. I processed all student funding transactions from a variety of sources that include institutional funds, external federal funds, state funds and external private funds. I assisted with the process of creating annual budgets for all departments. I was also in charge of all payroll functions of student employees.

• January 2009 - December 2009
  Investment Consultant
  Dawson James Securities
  

  Baltimore, MD, USA

  As an Investment Consultant, I managed personal brokerage and separately managed accounts and portfolios. Clients opened accounts to invest in a variety of financial asset classes based upon risk tolerance and investment objectives. An investment policy statement was created, and investments securities were pursued accordingly. I made investment recommendations through detailed research and due diligence in specified sectors that include healthcare, biotechnology, technology and clean energy. Key contributions include:
  • Independently source and evaluate investment opportunities across various asset classes and sectors.
  • Conduct due diligence including quantitative and qualitative assessments, fundamental, technical, and risk analyses.
  • Prepare investment presentations for clients and investment committee.
  • Create strategic and tactical asset allocation decisions
  • Analyze portfolio exposures, correlations, and risk and make rebalancing decisions based on strategic allocation.
  • Keep up to date on performance attribution and organizational changes.

• August 2005 - December 2008
  Senior Loan and Investment Consultant
  NovaStar Mortgage
  

  Columbia, MD, USA

  As Senior Loan and Investment Portfolio Consultant, I created and managed portfolios of mortgage-backed securities through originating new and refinancing existing mortgage loans. Duties include managing risk by qualifying clients and real property assessments to determine the investment risk and return. This is accomplished by obtaining and analyzing all financial information required by regulation to ensure proper compliance with the portfolio of mortgage-backed securities. Risk management duties also include sensitivity analysis of the MBS portfolio to determine the duration and convexity based on changing interest rates. Key contributions include:
  • Independently source and evaluate investment opportunities across various asset classes and sectors.
  • Conduct due diligence including quantitative and qualitative assessments, fundamental, technical, and risk analyses.
  • Prepare investment presentations for clients and portfolio managers.
  • Contribute to the strategic and tactical asset allocation decisions.
  • Analyze portfolio interest rate exposure and risk and recommend hedging decisions based on duration and convexity.
  • Keep up to date on interest rate and regulation dynamics.

Education

• Morgan State University
  PhD Finance
  

  2020 - 2025

  Relevant Coursework: Quantitative & Statistical Analysis, Applied Statistics I, Applied Statistics II, Foundations of Scientific Research, Technical Writing, Introduction to Accounting Scholarship, Empirical Research in Capital Markets, Microeconomic Theory, Theory of Corporate Finance, Applied Econometric Methods, Seminar in Investment Analysis, Empirical Research in Finance, Seminar in Case Methods, Organizational Behavioral Seminar, Data Analytics, Multivariate Analysis Techniques, Dissertation Guidance, and Dissertation Seminar, Seminar in Instructional Methods, and Teaching Practicum.
• Creighton University
  Master of Investment Management and Financial Analysis
  

  2015 - 2017

  Relevant Coursework: Ethical & Professional Standards, Fixed Income and Derivatives I and II, Quantitative Analysis I and II, Corporate Finance, Financial Statement Analysis I and II, Capital Markets, Equity Analysis, Advanced Financial Analysis, Economics, Portfolio Management, and Asset Management within a Portfolio Context.
• University of Maryland Baltimore County
  Bachelor of Science - Financial Economics
  

  2011 - 2014

  Relevant Coursework: Economics of Investment Analysis, Econometrics, Economic Forecasting, Analysis of Real Estate Economics, Finance, Analysis of Derivative Securities, Portfolio Analysis and Management, Microeconomics, Macroeconomics, Intermediate Microeconomics, Intermediate Macroeconomics, Analytic Methods in Economics, Business Statistics, Accounting I and II, Intermediate Accounting I and II, Fundamentals of Financial Management, Banking and Capital Markets.
• University of Phoenix
  Associate of Art - Financial Services
  

  2008 - 2010

  Relevant Coursework:
  Economic Theory, Investment Management, Financial Markets and Institutions, Risk Management, Principles of Accounting I and II, Personal Finance, History of Money, Business Information Systems, Business Communication, Research Writing, Critical Thinking, Effective Essay Writing, The American Experience Since 1945, Cultural Diversity

• Design Your Online Course
  Quality Matters
  

  January 2021 - present
• Enterprise Design Thinking Practitioner
  International Business Machines (IBM)
  

  April 2022 - present

  The earner has acquired knowledge of applying Enterprise Design Thinking and its value. As a Practitioner, the badge earner finds opportunities to try it out in their every day work.
• Understanding of Managed Investment Solutions
  Envestnet Institute
  

  September 2023 - present
• Data Science Practitioner
  International Business Machines (IBM)
  

  May 2022 - present

  Through validated Data Science instructor-led training, this credential earner has acquired the skills and understanding of Data Science foundational concepts and technologies. They have demonstrated proficiency and understanding of Data Science technical topics and design thinking. The learner has gained the ability to apply the concepts and technology of Data Science with the applicable open source tools that are relevant to real world Data Science scenarios, suitable for educational purposes.
• Teaching Online
  Quality Matters
  

  January 2021 - present
• Series 66
  Financial Industry Regulatory Authority (FINRA)
  

  August 2009 - present

  North American Securities Administrators Association (NASAA) allows individuals to act as both a securities agent and an investment adviser representative. Passing the Series 66 exam demonstrates that the licensee has the necessary knowledge and ethics to provide investment advice and handle securities transactions.
• Series 7
  Financial Industry Regulatory Authority (FINRA)
  

  May 2009 - May 2011

  General Securities Representative discloses that the individual possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.