Ifeanyi Onubogu
Full-Stack Engineer & Licensed Financial Professional
Full-stack software engineer and multi-licensed financial professional building technology at the intersection of finance and software. Founder of Waltoria Financial Services, architecting cloud-native platforms with AI/LLM integration for financial advisory workflows. Former Series 7/63/65 securities holder with deep regulatory compliance expertise. Nigerian-American with a passion for leveraging technology to democratize access to financial services across emerging markets.
Professional Licenses
Technical Skills
Professional Experience
Founder & Lead Financial Strategist
Waltoria Financial Services • Omaha, NE
- •Architected full-stack financial platform using Next.js, TypeScript, Supabase, and tRPC
- •Built AI-powered fact-finding and document intelligence using OpenAI APIs
- •Developed durable workflow automation for client onboarding and campaign orchestration
- •Integrated Plaid for financial data aggregation and Twilio for omnichannel communication
Operations Analyst (Software Developer)
Avior Wealth Management • Omaha, NE
- •Designed and deployed company intranet from scratch in record time
- •Built internal tools for compliance and marketing team coordination
- •Implemented knowledge discovery systems within RIA compliance framework
ACA Sales Agent
Enhance Health • Omaha, NE
- •Enrolled 900+ lives in ACA marketplace health coverage in 5-month tenure
- •Exceptional productivity in high-volume inbound call environment
VP of Advocacy & Community Outreach
Midlands African Chamber • Omaha, NE
- •Led strategic advocacy for African and African-American business community
- •Built partnerships with government, media, and community organizations
Insurance Advisor
Futurity First Insurance Group • Omaha, NE
- •Provided comprehensive financial planning tailored to client goals and risk tolerance
- •Researched market trends, competitor offerings, and industry regulations
Financial Advisor
Northwestern Mutual • Omaha, NE
- •Obtained Series 7, 63, 65 and Life & Health licenses
- •Built practice through prospecting and needs-based selling
Solar Energy Specialist
ADT Solar • Omaha, NE
- •Generated ~$450,000 in revenue in 6-month tenure
Project Manager
Banwo & Igbokwe Law Firm • Omaha, NE
- •Re-organized firm's client journey from online discovery to conversion
- •Built firm website and introduced automation systems saving paralegal time
- •Launched 'Legal Conversation Show' marketing program driving client acquisition
Senior Equity Research Analyst
Silicon Valley Aggressive Growth Fund • San Jose, CA
- •Researched investment ideas with quantitative analysis (DCF, DDM)
- •Conducted macroeconomic outlook analysis
Leadership
Chair, Board of Directors
Nigerian Students Coalition Conference
"African Millennials - The New Oil"
President
Nigerian Student Association, SJSU
Braven Fellow
Braven Leadership Program
Education
Bachelor of Science in Economics
San Jose State University
2014 – 2018
🌍Why Tech + Finance + Africa?
I believe the future of financial services lies at the intersection of technology, licensed expertise, and emerging markets. My journey from equity research analyst to full-stack engineer, combined with deep roots in the Nigerian diaspora, uniquely positions me to:
Build compliant systems
Understanding regulations from practice, not theory
Design for real workflows
Knowing what advisors and clients actually need
Bridge the gap
Translate between technical and financial teams
Scale access
Bring quality financial services to underserved markets