Ayokunle “Ayo” Amoo
Operations Manager
Ayokunle “Ayo” Amoo is an experienced finance professional. As the operations manager at The Bethesda Group, Ayo plays a critical role in ensuring the efficient execution of business and client operations. He is responsible for streamlining processes, managing the onboarding of new clients, overseeing financial account documentation, and handling various special projects. Ayo is also dedicated to implementing operational strategies that enhance overall client satisfaction and drive the firm’s growth.
Ayo holds a Bachelor of Business Administration and a Master of Finance from Howard University in Washington, D.C. Before joining Prime Capital Financial, Ayo gained valuable experience at Goldman Sachs as a relationship manager, where he developed experience in client relationship management and financial services. He also worked as a financial advisor at Northwestern Mutual, where he provided personalized financial planning advice to clients, helping them manage insurance and retirement planning.
Outside of work, Ayo is an avid sports fan. He enjoys watching games, attending live events, organizing sporting events, and playing pick-up sports.
Life Transitions
We Can Help You With
Getting Ready to Retire Loss of a Spouse New Child or Grandchild Inheriting Money Going Through a Divorce
Navigating life transitions can be challenging, especially when emotions run high and financial decisions must be made. During these pivotal moments, understanding your options is crucial. We recognize the financial and emotional factors at play and are committed to guiding you through every step of the process. Your concerns are our top priority, and we’re here to provide the clarity and support you need to move forward with confidence.
The Process Includes:
Initial Consultation
- Discuss financial and personal goals
- Review details of financial choices currently in place
- Discuss how we work with our clients and the services we offer
- Discuss any to-do’s
- Schedule next meeting date
Second Meeting (Data Gathering)
- Review all documents gathered from client checklist
- Identify inefficiencies, weaknesses and missing pieces
- Discover and prioritize your short and long-term goals and objectives
- Discuss any to-do’s
Third Meeting (Solution Presentation)
- Review our detailed analysis
- Discuss options and strategies
- Review/address any unanswered questions/concerns
- Begin implementation of new plan
The New Client Process
As a new client, when you begin working with The Bethesda Group’s team of advisors, we go through an in-depth process to get to know you, your family, your situation, and your personal financial objectives. There is a lot of information that we gather in order to do a thorough analysis and develop your custom plan to help you achieve your life ambitions.
The Bethesda Group Team
Our team members serving you at our office, located just outside the nation’s capital, each bring unique accreditations, backgrounds, focus areas, and experiences, which they use collaboratively to help our clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
